Relationship Banker I — Build Client Wealth & Solutions

TD Bank; Waltham (MA); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank in Waltham, MA is seeking a banking professional to build trusted client relationships by delivering personalized financial solutions. You will engage with clients through walk-in opportunities, discovery conversations, and proactive follow-up to help them achieve their financial goals.

The role emphasizes ownership of the client experience, adherence to risk standards, and clear communication of TD products and digital capabilities to simplify everyday banking.

Qualifications

• Experience in client-facing service, sales or relationship-building environments.
• Ability to educate clients on products and services in a consultative manner.
• Strong written and verbal communication with good listening skills.

Responsibilities

• Drive client acquisition and deepen relationships through walk-ins and outreach.
• Engage clients with discovery to uncover needs and priorities.
• Explain banking options clearly, highlighting features, benefits, and risks.

Skills

Customer service

Sales

Relationship building

Communication

Multitasking

Microsoft Office

Education

High School Diploma or GED

Job description

TD Bank in Waltham, MA is seeking a banking professional to build trusted client relationships by delivering personalized financial solutions. You will engage with clients through walk-in opportunities, discovery conversations, and proactive follow-up to help them achieve their financial goals.

The role emphasizes ownership of the client experience, adherence to risk standards, and clear communication of TD products and digital capabilities to simplify everyday banking.