Relationship Banker: Client Advisor & Finances

TD; Braintree (MA); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank in Massachusetts is hiring for a banking professional to acquire and deepen client relationships, delivering personalized solutions that support financial wellbeing. You will engage clients through walk-ins, manage discovery, and connect them with relevant TD products while adhering to risk and regulatory standards.

The role emphasizes consultative engagement, strong product knowledge, and disciplined execution to drive meaningful client outcomes and long-term relationships.

Qualifications

• High School Diploma or GED (or equivalent).
• 1+ years experience engaging clients in service, sales, or relationship roles.
• Experience educating clients about products in a consultative manner.
• Ability to communicate clearly with clients and colleagues.
• Ability to manage multiple tasks in a fast-paced environment.
• Ability to obtain/maintain NMLS registration as required.
• Notary license preferred.

Responsibilities

• Drive client acquisition and deepen relationships at the bank location.
• Engage clients with purpose, discover needs, and present suitable options.
• Explain features, benefits, and risks to help informed decisions.
• Deliver personalized solutions and next steps, ensuring follow-up.
• Advise on TD products, digital tools, and financial wellness.

Skills

Client engagement

Relationship building

Communication skills

Consultative selling

Financial services knowledge

Education

High School Diploma or GED

1+ years client service experience

NMLS registration eligibility

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Massachusetts is hiring for a banking professional to acquire and deepen client relationships, delivering personalized solutions that support financial wellbeing. You will engage clients through walk-ins, manage discovery, and connect them with relevant TD products while adhering to risk and regulatory standards.

The role emphasizes consultative engagement, strong product knowledge, and disciplined execution to drive meaningful client outcomes and long-term relationships.