Relationship Banker I: Build Trusted Banking Relationships

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

Job summary

TD Bank Group in Boston seeks a banking professional to partner with clients, helping them confidently achieve financial goals by delivering personalized solutions and expert guidance. You will acquire and deepen client relationships through consultative engagement while upholding TD's risk standards.

The role emphasizes explaining options, guiding clients to the right products, and educating on TD services to improve financial wellness.

Qualifications

• High School Diploma or GED required; 1+ year in service, sales, or relationship roles.
• Experience explaining banking products and services to clients.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Explain TD product options clearly and transparently to clients.
• Deliver personalized solutions and next best actions aligned to financial goals.
• Engage clients on mortgage products and other lending opportunities.

Skills

Relationship building

Consultative selling

Client engagement

Walk-in engagement

Product knowledge

Education

High School Diploma

Tools

Microsoft Office

Job description

TD Bank Group in Boston seeks a banking professional to partner with clients, helping them confidently achieve financial goals by delivering personalized solutions and expert guidance. You will acquire and deepen client relationships through consultative engagement while upholding TD's risk standards.

The role emphasizes explaining options, guiding clients to the right products, and educating on TD services to improve financial wellness.