Client Relationship Banker

TD Bank; Westfield (MA); On-site; USD 32,000 - 43,000; Full time

Job summary

TD Bank in Westfield, Massachusetts is seeking a client-focused banking professional to cultivate and sustain relationships through consultative guidance and tailored financial solutions that support long-term goals, while maintaining TD's risk standards.

You will acquire new clients, deepen existing relationships, and guide them through mortgage inquiries, referrals, and a broad range of products with clear benefits and risks.

Qualifications

• High School Diploma or GED required or equivalent combination of education and experience.
• 2+ years of experience engaging clients in sales/service/relationship capacity.
• Experience in banking environment preferred.
• Ability to conduct consultative client conversations and uncover needs.
• Strong communication skills with diverse client populations.
• Ability to manage multiple priorities and meet deadlines.

Responsibilities

• Cultivates and sustains long term client relationships through leads management and outbound efforts in a bank location; responsible for identifying opportunities that deepen client relationships that allow clients to meet their financial objectives.
• Proactively engages in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client solutions and next best actions, ensuring consistent follow-through across all client commitments, including partner hand-offs.
• Consistently leads client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships. Leads purposeful, goals-based discovery with confidence, uncovering both expressed and unexpressed client needs through advanced questioning and active listening.
• Applies strong banking and financial knowledge to interpret client needs and validate understanding. Provides clear, tailored guidance on a broader range of products and services, explaining options, benefits, and risks with confidence to support informed client decisions.
• Delivers advanced, needs-based guidance and manages more complex client scenarios ensuring recommendations reflect a holistic understanding of client goals and financial position while driving partner collaboration and ensuring effective execution of referrals.
• Serves as a client advocate, anticipating client's needs to build and maintain deeper client relationships through ongoing engagement, personalized guidance, and proactive outreach.
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities.
• Champions the client experience by ensuring continuity, follow-through, and strong connection to TD's broader network of expertise.
• Adheres & reinforces all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank.

Education

High School Diploma or GED

Job description

TD Bank in Westfield, Massachusetts is seeking a client-focused banking professional to cultivate and sustain relationships through consultative guidance and tailored financial solutions that support long-term goals, while maintaining TD's risk standards.

You will acquire new clients, deepen existing relationships, and guide them through mortgage inquiries, referrals, and a broad range of products with clear benefits and risks.