Entry-Level Relationship Banking Specialist

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

Job summary

TD Bank Group in Needham, MA is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions that support clients' financial well-being. You will engage clients through consultative discovery, explain product options, and connect them with appropriate TD products and digital capabilities.

Responsibilities include driving client acquisition, maintaining strong risk awareness, and delivering a trusted, relationship-led experience while adhering to

Qualifications

• High School Diploma or GED.
• 1+ years 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.
• Notary license (or ability to obtain) preferred.

Responsibilities

• Drive client acquisition and deepen relationships at the bank location through consultative engagement.
• Engage clients, uncover needs, explain options, and connect to appropriate products or services.
• Ensure accurate documentation and adherence to risk and regulatory standards.
• Provide a welcoming, personalized client experience and ongoing guidance on TD products and digital capabilities.
• Balance client needs with risk considerations and escalate when required.

Skills

Client engagement

Communication

Relationship building

Multitasking

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Needham, MA is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions that support clients' financial well-being. You will engage clients through consultative discovery, explain product options, and connect them with appropriate TD products and digital capabilities.

Responsibilities include driving client acquisition, maintaining strong risk awareness, and delivering a trusted, relationship-led experience while adhering to