Relationship Banker – Grow Clients & Finances

TD Bank Group (TD); Boston (MA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank in Boston is seeking a customer-focused banking professional to acquire and deepen client relationships through consultative engagement and knowledgeable product recommendations. You will meet clients face-to-face, identify needs, and deliver personalized solutions that support financial goals while adhering to risk standards.

The role emphasizes relationship-building, product literacy, and strong communication in a fast-paced banking environment with a strong emphasis on risk and

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• Experience educating clients on products and services in a consultative manner.
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Willingness to obtain NMLS registration.

Responsibilities

• Drive client acquisition by engaging clients through walk-in opportunities and outreach.
• Explain options, features, benefits, and risks to help clients make informed decisions.
• Deliver personalized solutions and next steps linking clients to appropriate TD products and services.
• Maintain risk awareness and compliance, and ensure accurate documentation and follow-up.
• Build and sustain client relationships through consistent, personalized interactions.

Skills

Client relationship building

Communication skills

Sales abilities

Regulatory knowledge

Time management

Financial products knowledge

Notary license consideration

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Boston is seeking a customer-focused banking professional to acquire and deepen client relationships through consultative engagement and knowledgeable product recommendations. You will meet clients face-to-face, identify needs, and deliver personalized solutions that support financial goals while adhering to risk standards.

The role emphasizes relationship-building, product literacy, and strong communication in a fast-paced banking environment with a strong emphasis on risk and