Relationship Banker: Grow Client Wealth & Lending

TD Bank Group (TD); Arlington (MA); Vor Ort; USD 33.000 - 45.000; Vollzeit

Zusammenfassung

TD Bank Group (TD) in Arlington, MA seeks a banking professional to acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution that aligns with TD risk standards.

You will deliver personalized solutions, educate clients on TD products and digital capabilities, and ensure compliant documentation while building trust and long-term financial progress for clients.

Qualifikationen

• High School Diploma or GED (or equivalent combination of education and experience).
• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Ability to exercise sound judgment and problem-solving skills in client interactions.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to complete required job-related training upon hire.
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
• Notary License (or ability to obtain) preferred.

Aufgaben

• Drive client acquisition and deepen relationships for the bank location.
• Provide trusted guidance and personalized financial solutions to help clients achieve goals.
• Educate clients on TD products, services, and digital capabilities to improve financial wellbeing.
• Ensure accurate documentation, risk awareness, and compliance with policies and procedures.
• Deliver a welcoming, personalized client experience through meaningful discovery and follow-up.
• Collaborate with team to deliver consistent, client-first service.

Kenntnisse

Customer service

Ausbildung

High School Diploma or GED

Jobbeschreibung

TD Bank Group (TD) in Arlington, MA seeks a banking professional to acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution that aligns with TD risk standards.

You will deliver personalized solutions, educate clients on TD products and digital capabilities, and ensure compliant documentation while building trust and long-term financial progress for clients.