Relationship Banker I - Grow Client Wealth & Trust

TD; Ashland (MA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Ashland, Massachusetts is seeking a client-focused banking professional to acquire and deepen client relationships by delivering consultative guidance and personalized financial solutions that support clients' goals and overall financial well-being.

You will explain TD products clearly, manage referrals to mortgages and lending, adhere to risk standards, and build trust through proactive service while upholding regulatory requirements and TD's client-first approach.

Qualifications

• High School Diploma or GED or equivalent.
• 1+ years of client service or relationship-building experience.
• Teller or cash-handling experience preferred.
• Experience educating clients on products in a consultative manner.
• Strong communication and ability to work in a fast-paced environment.
• Microsoft Office proficiency.
• NMLS registration eligibility; Notary license preferred.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Explain TD products and financial options in clear terms.
• Deliver personalized solutions and next best actions.
• Adhere to risk and regulatory standards.
• Provide ongoing guidance on TD digital capabilities.

Skills

Customer service

Communication skills

Multi-tasking

Problem solving

Education

High School Diploma or GED

NMLS registration eligibility

Notary license (preferred)

Job description

TD Bank in Ashland, Massachusetts is seeking a client-focused banking professional to acquire and deepen client relationships by delivering consultative guidance and personalized financial solutions that support clients' goals and overall financial well-being.

You will explain TD products clearly, manage referrals to mortgages and lending, adhere to risk standards, and build trust through proactive service while upholding regulatory requirements and TD's client-first approach.