Client Relationship Banker – Mortgage & Growth

TD; Braintree (MA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank is actively seeking a customer-focused banking professional at our Braintree location. The role emphasizes acquiring and deepening client relationships through consultative engagement, clear explanations of options, and disciplined execution aligned with TD’s risk standards.

You will guide clients on mortgage products, advise on solutions, and deliver a personalized banking experience that supports long-term financial well-being.

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

• Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility
• Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required
• 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
• Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client
• Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards
• Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure
• Acts in accordance with TD’s code of conduct and ethical standards in every decision
• Protects TD’s clients, colleagues and the Bank - Do the right thing -own it, raise it, know it
• Completes required training and continuously strengthen risk and compliance knowledge
• Share insights, lessons learned, and best practices across the team
• Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
• Takes accountability for outcomes and performance by participating in performance and development activities; proactively sharing insights, lessons learned, and best practices across the team
• Embraces different perspectives, backgrounds, and experiences
• Models curiosity and seeks out different perspectives to foster a growth mindset
• Collaborates with team members and partners in contributing to the success of the team and organization

Job description

TD Bank is actively seeking a customer-focused banking professional at our Braintree location. The role emphasizes acquiring and deepening client relationships through consultative engagement, clear explanations of options, and disciplined execution aligned with TD’s risk standards.

You will guide clients on mortgage products, advise on solutions, and deliver a personalized banking experience that supports long-term financial well-being.