Client Relationship Banker II – Personal Banking

TD Bank Group (TD); Worcester (MA); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank Group in Worcester, MA is seeking a banking professional to cultivate long-term client relationships and deliver personalized banking solutions. You will acquire new clients and deepen existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding TD's risk standards.

The role involves mortgage inquiries, referrals, and a strong focus on delivering a seamless client experience across walk-ins and appointments.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.
• Banking background with teller, platform, or relationship banking preferred.
• Ability to obtain and maintain NMLS registration as required for the role.

Responsibilities

• Cultivate and sustain long-term client relationships through leads management and outbound efforts.
• Engage in client conversations, identify needs, and propose appropriate banking solutions.
• Provide needs-based guidance on a broad range of products and services with clear risk awareness.
• Deliver excellent client experience, coordinate with partners, and drive referrals.
• Adhere to policies, regulatory requirements, and documentation standards.

Skills

Strong communication skills

Relationship building

Microsoft Office

Education

High School Diploma or GED

NMLS registration preferred

Tools

Microsoft Office

Job description

TD Bank Group in Worcester, MA is seeking a banking professional to cultivate long-term client relationships and deliver personalized banking solutions. You will acquire new clients and deepen existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding TD's risk standards.

The role involves mortgage inquiries, referrals, and a strong focus on delivering a seamless client experience across walk-ins and appointments.