Personal Banking Advisor: Growth & Client Impact

TD Bank Group (TD); Northampton (MA); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank in Northampton, MA is seeking a banking professional who builds client relationships by delivering personalized solutions that support financial well-being. You will engage clients, uncover needs, and present TD products with clarity.

The role emphasizes risk-aware, compliant service, mortgage inquiries, and ownership of the client journey from welcome to follow-up. Strong communication and teamwork are essential to helping clients reach their goals and grow the branch's relationships.

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 is preferred.
• Ability to educate clients on products and services in a consultative manner.
• Clear verbal and written communication with clients and colleagues.
• Ability to manage multiple tasks, prioritize work, and meet deadlines.

Responsibilities

• Acquire and deepen client relationships by engaging in walk-ins, leads, and outreach.
• Explain TD products, services, and digital capabilities in plain language.
• Deliver personalized solutions and next steps to help clients achieve financial goals.
• Maintain accurate documentation and adhere to risk and regulatory standards.

Skills

Client engagement

Communication

Multitasking

Microsoft Office

Education

High School Diploma or GED

NMLS registration required

Notary License preferred

Job description

TD Bank in Northampton, MA is seeking a banking professional who builds client relationships by delivering personalized solutions that support financial well-being. You will engage clients, uncover needs, and present TD products with clarity.

The role emphasizes risk-aware, compliant service, mortgage inquiries, and ownership of the client journey from welcome to follow-up. Strong communication and teamwork are essential to helping clients reach their goals and grow the branch's relationships.