Entry-Level Relationship Banker

TD Bank Group (TD); Needham (MA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank Group (TD) in Needham, MA seeks a client-focused banking professional to acquire and deepen relationships by delivering personalized financial solutions. You will engage with clients at the branch, discuss mortgage and lending options, and ensure compliant, risk-aware service aligned with TD standards.

You will educate clients on TD products and digital capabilities, coordinate documentation, and maintain strong client relationships through proactive outreach and clear communication.

Qualifications

• 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.
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful discovery to uncover client needs and priorities.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products or partners.
• Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress.

Skills

Client engagement

Sales experience

Communication

Problem solving

Education

High School Diploma or GED

NMLS registration eligibility

Notary License (preferred)

Tools

Microsoft Office

Job description

TD Bank Group (TD) in Needham, MA seeks a client-focused banking professional to acquire and deepen relationships by delivering personalized financial solutions. You will engage with clients at the branch, discuss mortgage and lending options, and ensure compliant, risk-aware service aligned with TD standards.

You will educate clients on TD products and digital capabilities, coordinate documentation, and maintain strong client relationships through proactive outreach and clear communication.