Relationship Banker I: Build Trusted Financial Partnerships

TD Bank Group (TD)

Northampton (MA)

On-site

USD 31,000 - 40,000

Full time

4 days ago
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Job summary

TD Bank Group (TD) is seeking a banking professional who will acquire and deepen client relationships by engaging walk-ins and outbound outreach, delivering personalized solutions that support financial well-being.

The role requires consultative engagement, strong product knowledge, and disciplined execution while adhering to TD’s risk standards. You will educate clients on TD products and digital tools to simplify daily banking and be a trusted advisor.

Qualifications

  • High School Diploma or GED or equivalent.
  • 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
  • Experience educating clients on financial products and services in a consultative manner.
  • Ability to obtain and maintain active NMLS registration as required.
  • Notary license preferred or ability to obtain.

Responsibilities

  • Acquire and deepen client relationships at the bank location.
  • Educate clients on TD products, services, and digital capabilities to improve financial wellness.
  • Identify opportunities to deepen relationships and cross-sell TD products and services.
  • Ensure compliance with TD risk, regulatory, and documentation standards.
  • Deliver a welcoming, personalized client experience with clear follow-up.

Skills

Customer service
Sales
Relationship building
Communication
Microsoft Office

Education

High School Diploma or GED
NMLS registration
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group (TD) is seeking a banking professional who will acquire and deepen client relationships by engaging walk-ins and outbound outreach, delivering personalized solutions that support financial well-being.

The role requires consultative engagement, strong product knowledge, and disciplined execution while adhering to TD’s risk standards. You will educate clients on TD products and digital tools to simplify daily banking and be a trusted advisor.

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