Client Relationship Banker I: Grow in Personal Banking

TD Bank, N.A.; Five Corners (MA); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank, N.A. is seeking a banking professional in Braintree, MA to acquire and deepen client relationships through consultative engagement and disciplined execution, focusing on mortgage and residential lending opportunities.

The role requires strong product knowledge, effective communication, and the ability to provide personalized financial guidance while adhering to TD’s risk and regulatory standards; NMLS registration is required or in process.

Qualifications

• High School diploma or GED required; related experience preferred.
• Experience engaging with clients in service, sales, or relationship roles.
• Ability to clearly explain TD products, services and mortgage options.
• Strong communication skills and ability to manage multiple tasks in a fast-paced environment.
• Requires ability to obtain and maintain NMLS registration; notary license preferred.

Responsibilities

• Acquire and deepen client relationships through consultative engagement and disciplined execution.
• Explain features, benefits, and risks of mortgage and banking options to clients.
• Deliver personalized solutions and next steps to help clients meet financial goals.
• Maintain accurate documentation and adhere to risk and regulatory standards.
• Educate clients on TD digital capabilities and ongoing banking services.

Skills

Client engagement

Sales

Relationship building

Mortgage product knowledge

Communication

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank, N.A. is seeking a banking professional in Braintree, MA to acquire and deepen client relationships through consultative engagement and disciplined execution, focusing on mortgage and residential lending opportunities.

The role requires strong product knowledge, effective communication, and the ability to provide personalized financial guidance while adhering to TD’s risk and regulatory standards; NMLS registration is required or in process.