Relationship Banker I: Growth‑Focused, Client‑First Banking

TD Bank, N.A.; Bedford (MA); On-site; USD 32,000 - 40,000; Full time

Job summary

TD Bank in Bedford, MA seeks a banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage clients through walk-ins, outreach, and proactive follow-up, applying solid product knowledge while adhering to risk and regulatory standards.

The role emphasizes consultative engagement, clear explanations of options, and guiding clients toward TD products and digital tools to improve their financial wellness.

Qualifications

• High school diploma or GED required.
• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Teller or cash-handling experience preferred.
• Experience educating clients on products and services in a consultative manner.
• Clear communication and ability to manage multiple tasks in a fast-paced environment.
• Proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain NMLS registration as required for the role.
• Notary license preferred.

Responsibilities

• Drive client acquisition in a bank location through walk-ins, lead management, and outbound outreach.
• Engage clients with discovery to uncover needs and priorities.
• Explain relevant options, including features, benefits, and potential risks.
• Deliver personalized solutions and next steps to deepen client relationships.
• Adhere to TD's risk and regulatory standards with accurate documentation.
• Educate clients on TD products and digital capabilities to simplify banking.

Skills

Client engagement

Relationship building

Sales experience

Communication skills

Product knowledge

Education

High School Diploma or GED

Job description

TD Bank in Bedford, MA seeks a banking professional to acquire and deepen client relationships by delivering personalized solutions that support financial well-being. You will engage clients through walk-ins, outreach, and proactive follow-up, applying solid product knowledge while adhering to risk and regulatory standards.

The role emphasizes consultative engagement, clear explanations of options, and guiding clients toward TD products and digital tools to improve their financial wellness.