Entry-Level Client-Focused Banking Advisor

TD Bank Group (TD); Brookline (MA); On-site; USD 50,000 - 68,000; Full time

Job summary

TD Bank in Brookline, MA is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement. You will deliver personalized solutions, explain product options, and guide clients toward TD products while maintaining risk and regulatory standards.

The role emphasizes mortgage product engagement, strong communication, and the ability to manage multiple client interactions in a fast-paced banking environment.

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 obtain and maintain active NMLS registration where required.
• Notary License (or ability to obtain) preferred.

Responsibilities

• Engage clients in walk-in and outreach to acquire and deepen relationships.
• Explain TD product options with clear benefits and risks.
• Provide guidance to connect clients with appropriate products and partners.
• Deliver personalized solutions and next steps, with follow-up.
• Educate clients on TD digital capabilities to improve financial wellness.
• Maintain compliant and accurate documentation and risk awareness.

Skills

Client engagement

Mortgage knowledge

Regulatory compliance

Effective communication

Education

High School Diploma or GED

1+ years client-facing experience

Teller or cash handling experience

Experience educating clients

NMLS registration ability

Notary license (or ability to obtain)

Tools

Microsoft Office

Job description

TD Bank in Brookline, MA is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement. You will deliver personalized solutions, explain product options, and guide clients toward TD products while maintaining risk and regulatory standards.

The role emphasizes mortgage product engagement, strong communication, and the ability to manage multiple client interactions in a fast-paced banking environment.