Client-Focused Banking Advisor

TD Bank Group (TD); Groveland (MA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Groveland, MA is hiring a banking professional to acquire and deepen client relationships through consultative engagement. You will explain TD products, deliver personalized banking solutions, and guide clients toward financial well-being.

Role requires strong communication, 1+ years in client-facing roles, and the ability to comply with risk and regulatory standards while using TD’s digital tools to support everyday banking.

Qualifications

• High School Diploma or GED (or equivalent).
• 1+ years experience in service, sales, or relationship building.
• Teller or cash-handling experience preferred in a financial institution.
• Experience educating clients on products & services in a consultative manner.
• Strong communication skills with clients & colleagues.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Ability to obtain and maintain active NMLS registration; Notary license preferred.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Deliver personalized solutions and next steps for clients.
• Explain TD products, services, and digital capabilities clearly.
• Maintain accurate client documentation and follow risk/compliance policies.
• Build trust through consistent, personalized interactions and follow-up.
• Educate clients on TD banking options to support financial well-being.

Skills

Client engagement

Sales & relationship building

Consultative selling

Mortgage product knowledge

Microsoft Office

Education

High School Diploma

1+ years client-facing experience

NMLS registration or ability to obtain

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank in Groveland, MA is hiring a banking professional to acquire and deepen client relationships through consultative engagement. You will explain TD products, deliver personalized banking solutions, and guide clients toward financial well-being.

Role requires strong communication, 1+ years in client-facing roles, and the ability to comply with risk and regulatory standards while using TD’s digital tools to support everyday banking.