Entry-Level Relationship Banker – Client-Centric Banking

TD Bank Group; Beverly (MA); Hybrid; USD 30,000 - 40,000; Full time

Job summary

TD Bank Beverly, MA is seeking a Relationship Banker I to engage clients, drive acquisition, and deepen relationships with personalized financial solutions. You will deliver a high-touch, needs-based service to help clients achieve their financial goals.

Responsibilities include guiding clients on TD products, including mortgages, maintaining compliance, and building long-term relationships through proactive service and follow-up.

Qualifications

• High School Diploma or GED required.
• 1+ years of experience engaging with clients in service, sales, or relationship roles.
• Experience educating clients on financial products and services.
• Notary license preferred or ability to obtain.
• Mortgage knowledge or exposure is a plus.

Responsibilities

• Drive client acquisition and deepen relationships through walk-ins, outreach, and referrals.
• Provide consultative guidance, explain TD products, and present suitable solutions.
• Educate clients on mortgages and other residential lending options.
• Maintain accurate documentation and comply with risk and regulatory standards.

Skills

Relationship building

Customer service

Sales experience

Mortgage knowledge

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Beverly, MA is seeking a Relationship Banker I to engage clients, drive acquisition, and deepen relationships with personalized financial solutions. You will deliver a high-touch, needs-based service to help clients achieve their financial goals.

Responsibilities include guiding clients on TD products, including mortgages, maintaining compliance, and building long-term relationships through proactive service and follow-up.