Relationship Banker: Help Clients Reach Financial Goals

TD Bank, N.A.; Waltham (MA); On-site; USD 32,000 - 40,000; Full time

Job summary

TD Bank, N.A. in Waltham, MA is seeking a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. You will help clients achieve financial goals by delivering personalized solutions while adhering to risk standards.

You will engage clients via walk-ins, leads, and outreach, explaining TD options in clear language and coordinating next steps to drive long-term financial progress.

Qualifications

• 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 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.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Acquires and deepens client relationships through consultative engagement, strong product knowledge, and disciplined execution that follow TD risk standards.
• Explains relevant TD options, including features and risks, to help clients make informed financial decisions.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products or partners.
• Maintains accurate documentation and adheres to risk and regulatory requirements.
• Educates clients on TD products, services, and digital capabilities to simplify daily banking and financial wellness.

Skills

Client engagement

Communication

Relationship building

Regulatory awareness

Education

High School Diploma or GED

1+ years client-facing experience

Teller/cash-handling experience

Consultative product education

Communication with clients/colleagues

Multitasking & deadlines

Sound judgment & problem-solving

Microsoft Office proficiency

NMLS registration ability

Notary license preferred

Tools

NMLS system

Microsoft Office

Job description

TD Bank, N.A. in Waltham, MA is seeking a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. You will help clients achieve financial goals by delivering personalized solutions while adhering to risk standards.

You will engage clients via walk-ins, leads, and outreach, explaining TD options in clear language and coordinating next steps to drive long-term financial progress.