Relationship Banker I: Build Trusted Financial Goals

TD

Chelmsford (MA)

On-site

USD 31,000 - 40,000

Full time

3 days ago
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Job summary

TD Bank in Chelmsford, MA is seeking a banking professional who will acquire and deepen client relationships through consultative engagement and product knowledge. You will guide clients to personalized solutions that support financial well-being and explain options clearly.

The role emphasizes walk-in and outreach, accurate documentation, compliance with regulations, and ongoing guidance on TD products and digital tools to simplify everyday banking and improve financial wellness.

Qualifications

  • 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
  • Ability to multitask, prioritize, and meet deadlines in a fast-paced setting.
  • Clear communication with clients and colleagues; willingness to learn TD products.
  • NMLS registration (or ability to obtain) and Notary license preferred.

Responsibilities

  • Drive client acquisition and relationship growth at the Chelmsford location.
  • Explain TD products, services, and digital capabilities with clarity and transparency.
  • Provide personalized solutions and next steps to support financial goals.
  • Maintain accurate documentation and ensure regulatory compliance.

Skills

Customer service
Communication
Time management

Education

High School Diploma

Tools

Microsoft Office

Job description

TD Bank in Chelmsford, MA is seeking a banking professional who will acquire and deepen client relationships through consultative engagement and product knowledge. You will guide clients to personalized solutions that support financial well-being and explain options clearly.

The role emphasizes walk-in and outreach, accurate documentation, compliance with regulations, and ongoing guidance on TD products and digital tools to simplify everyday banking and improve financial wellness.

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