Relationship Banker: Build Client Wealth & Solutions

TD; Weymouth (MA); Presencial; USD 33.000 - 45.000; Jornada completa

Descripción de la vacante

TD Bank Weymouth location seeks a banking professional to build trusted client relationships and deliver personalized financial solutions. You’ll engage clients to uncover needs, explain TD products, and guide them toward the right banking options while adhering to risk and regulatory standards.

Responsibilities include driving acquisition, educating clients, and delivering a high-quality, relationship-led experience with strong product knowledge and disciplined execution.

Formación

• 1+ years of client service or relationship-building experience.
• Experience educating clients on banking products and services.
• Strong communication skills and ability to explain options clearly.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Proficiency with Microsoft Office; ability to obtain NMLS registration.

Responsabilidades

• Drive client acquisition and deepen relationships through consultative engagement.
• Explain features, benefits, and risks of banking products in clear language.
• Provide ongoing guidance on TD products and digital capabilities.
• Maintain accurate client documentation and comply with risk and regulatory standards.
• Deliver a welcoming, personalized client experience and resolve issues end-to-end.

Conocimientos

Customer service

Sales / relationship building

MS Office

Mortgage licensing knowledge

Notary preferred

Educación

High School Diploma or GED

NMLS eligibility / registration readiness

Descripción del empleo

TD Bank Weymouth location seeks a banking professional to build trusted client relationships and deliver personalized financial solutions. You’ll engage clients to uncover needs, explain TD products, and guide them toward the right banking options while adhering to risk and regulatory standards.

Responsibilities include driving acquisition, educating clients, and delivering a high-quality, relationship-led experience with strong product knowledge and disciplined execution.