Relationship Banker I: Growth & Client Impact

TD; Plymouth (MA); On-site; USD 50,000 - 70,000; Full time

Job summary

Plymouth, Massachusetts-based TD is seeking a banking professional to grow client relationships by offering personalized solutions and clear guidance. You will engage clients through walk-ins and outreach, delivering TD’s human, relationship-driven banking experience while ensuring risk and regulatory standards are met.

In this role, you will help clients with mortgages and residential lending inquiries, build trust through discovery, and connect them to appropriate products and partners to

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Experience educating clients on products and services in a consultative manner.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.

Responsibilities

• Acquire and deepen client relationships through consultative engagement and personalized solutions.
• Engage clients via walk-ins, outreach, and lead management to achieve financial goals.
• Educate clients on TD products, services, and digital tools to improve financial wellness.
• Maintain compliance with policies and risk requirements while delivering great client experiences.

Skills

Customer service

Relationship building

Communication

Sales knowledge

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

Plymouth, Massachusetts-based TD is seeking a banking professional to grow client relationships by offering personalized solutions and clear guidance. You will engage clients through walk-ins and outreach, delivering TD’s human, relationship-driven banking experience while ensuring risk and regulatory standards are met.

In this role, you will help clients with mortgages and residential lending inquiries, build trust through discovery, and connect them to appropriate products and partners to