Relationship Banker I: Financial Solutions Guide

TD; Boston (MA); On-site; USD 33,000 - 44,000; Full time

Job summary

TD Bank Jamaica Plain, MA is seeking a Retail Banker I to serve as a customer liaison, using financial expertise and consultative advice to help customers with banking solutions. The role emphasizes educating clients on TD’s product suite and building lasting customer relationships.

As a Retail Banker I, you will engage customers in needs-based conversations, guide them to appropriate TD solutions, and contribute to growth while sustaining a Legendary customer experience and compliant operations.

Qualifications

• HS Diploma or GED required.
• Notary License preferred.
• Experience in customer-facing roles is desirable.

Responsibilities

• Delivers Legendary customer experience by helping customers, building relationships and providing expert banking guidance.
• Educates customers on TD products and services and identifies opportunities for referrals to the right banking partner.
• Conducts needs-based conversations and recommends appropriate TD solutions to meet financial goals.
• Manages customer inquiries with accuracy, escalating complex issues as needed while maintaining compliance.
• Supports outreach activities and maintains up-to-date knowledge of product features and regulatory requirements.

Skills

Customer service

Sales experience

Communication skills

Relationship building

MS Office

Education

HS Diploma or GED

Notary License (Preferred)

Tools

MS Office

Job description

TD Bank Jamaica Plain, MA is seeking a Retail Banker I to serve as a customer liaison, using financial expertise and consultative advice to help customers with banking solutions. The role emphasizes educating clients on TD’s product suite and building lasting customer relationships.

As a Retail Banker I, you will engage customers in needs-based conversations, guide them to appropriate TD solutions, and contribute to growth while sustaining a Legendary customer experience and compliant operations.