Relationship Banker: Build Clients & Mortgage Solutions

TD

Bedford (MA)

On-site

USD 31,000 - 40,000

Full time

5 days ago

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Job summary

TD Bank is seeking a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will deliver personalized solutions, educate clients on TD products, and guide them toward financial well-being while maintaining compliance.

This role emphasizes relationship-building and strong product knowledge in a fast-paced branch setting. Responsibilities include engaging walk-ins, managing leads, and offering next-best actions, with mortgage

Qualifications

High School Diploma or GED required.
1+ years of client-facing experience in service, sales, or relationships.
Ability to obtain and maintain NMLS registration.
Notary license preferred.
Clear communication with clients and colleagues; strong multitasking.

Responsibilities

Drive client acquisition through walk-ins, leads, and outbound outreach.
Engage clients with discovery to uncover needs and priorities.
Explain options, benefits, and risks in clear language.
Deliver personalized solutions and next steps for clients.
Maintain accurate documentation and adhere to risk/compliance standards.
Educate clients on TD products and digital capabilities to improve financial wellness.
Handle mortgage inquiries and referrals as part of residential lending.