Client-Focused Banking Advisor

TD; Lexington (MA); On-site; USD 32,000 - 40,000; Full time

Job summary

TD Bank in Lexington, MA is seeking a banking professional to acquire and deepen client relationships by delivering personalized financial solutions that support clients’ financial well-being. You will engage with clients through consultative discovery, apply product knowledge, and connect them with appropriate banking services while adhering to TD’s risk and regulatory standards.

You will educate clients on TD products and digital capabilities, provide ongoing guidance, and build trust through

Qualifications

• High School Diploma or GED or equivalent combination of education and experience.
• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies.
• Consistently brings TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
• Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required.

Skills

Customer service

Communication

Relationship building

Education

High School Diploma or GED

Tools

MS Office

Job description

TD Bank in Lexington, MA is seeking a banking professional to acquire and deepen client relationships by delivering personalized financial solutions that support clients’ financial well-being. You will engage with clients through consultative discovery, apply product knowledge, and connect them with appropriate banking services while adhering to TD’s risk and regulatory standards.

You will educate clients on TD products and digital capabilities, provide ongoing guidance, and build trust through