Personal Banking Relationship Advisor

TD Bank Group; Tewksbury (MA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank Group in Massachusetts is seeking a customer-focused banking professional to engage clients in walk-in and outreach efforts, helping them achieve financial goals with personalized solutions. The role emphasizes relationship building, product knowledge, and disciplined execution.

You will guide clients through mortgage inquiries and other banking options, ensure compliance, and document interactions.

Qualifications

• High School Diploma or GED required with 1+ year client-facing experience.
• Experience engaging clients in service, sales, or relationship roles preferred.
• Ability to educate clients and explain options clearly.
• Strong communication and prioritization in a fast-paced environment.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Provide accurate product information and advise on suitable solutions.
• Ensure compliant, well-documented interactions and follow-up.
• Balance client needs with risk and regulatory requirements.

Skills

Client engagement

Consultative selling

Relationship building

Product knowledge

Communication

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Massachusetts is seeking a customer-focused banking professional to engage clients in walk-in and outreach efforts, helping them achieve financial goals with personalized solutions. The role emphasizes relationship building, product knowledge, and disciplined execution.

You will guide clients through mortgage inquiries and other banking options, ensure compliance, and document interactions.