Client Relationship Advisor - Banking & Mortgage

TD; Ashland (MA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD in Ashland, MA is seeking a customer-focused banking professional to acquire and deepen client relationships. You will engage clients, uncover needs, explain products, and deliver personalized solutions that support financial goals.

With a base of 40 hours per week, you will follow risk controls and regulatory standards while guiding clients through TD’s digital tools to improve financial wellbeing and satisfaction.

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
• Ability to exercise sound judgment and problem-solving skills in client interactions
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to complete required job-related training upon hire
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities
• Applies foundational banking knowledge to interpret client needs and validate understanding, explaining options, benefits and risks clearly
• Delivers personalized solutions and next best actions, connecting clients to appropriate products or partners
• Executes with accuracy and discipline, establishing clear next steps and follow-up, reinforcing the client relationship
• Serves as a trusted client advocate by providing ongoing guidance on TD products, services, and digital capabilities

Skills

Client engagement

Communication skills

Relationship building

Education

High School Diploma or GED

NMLS registration eligibility

Notary License (or ability to obtain)

Tools

Microsoft Office

Job description

TD in Ashland, MA is seeking a customer-focused banking professional to acquire and deepen client relationships. You will engage clients, uncover needs, explain products, and deliver personalized solutions that support financial goals.

With a base of 40 hours per week, you will follow risk controls and regulatory standards while guiding clients through TD’s digital tools to improve financial wellbeing and satisfaction.