Relationship Banker I — Grow Client Relationships

TD Bank Group (TD)

Hingham (MA)

On-site

USD 31,000 - 40,000

Full time

8 days ago

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Job summary

TD Bank Group (TD) in Hingham, MA, is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement and product knowledge. The role emphasizes risk-aware, disciplined execution to help clients reach financial goals and improve overall financial wellness.

You will engage clients at the branch, offer personalized solutions, explain features and risks, and guide them to appropriate TD products and services.

Qualifications

  • High School Diploma or GED.
  • 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
  • Teller or cash-handling experience in a financial institution preferred.
  • Experience educating clients on products and services in a consultative manner.
  • Demonstrated ability to communicate clearly and effectively with clients and colleagues.
  • Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
  • Ability to exercise sound judgment and problem-solving skills in client interactions.
  • Basic proficiency with Microsoft Office or similar workplace technologies.
  • Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
  • Notary License (or ability to obtain) preferred.

Responsibilities

  • Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outreach.
  • Engages clients with curiosity, establishes purpose for the interaction, and discovers client needs.
  • Explains banking options with simple, transparent language.
  • Delivers personalized solutions and next steps, connecting clients to products or partners.
  • Maintains accurate documentation and adheres to risk and regulatory standards.
  • Educates clients on TD products, services, and digital capabilities.
  • Fosters a client-first relationship through consistent, personalized interactions.
  • Engages clients on mortgage products and referrals for mortgage solutions.

Skills

Customer service
Banking products knowledge
Sales
Communication

Education

High School Diploma or GED

Job description

TD Bank Group (TD) in Hingham, MA, is seeking a banking professional focused on acquiring and deepening client relationships through consultative engagement and product knowledge. The role emphasizes risk-aware, disciplined execution to help clients reach financial goals and improve overall financial wellness.

You will engage clients at the branch, offer personalized solutions, explain features and risks, and guide them to appropriate TD products and services.

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