Relationship Banker I - Mortgage & Client Growth

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

Job summary

TD in Bedford, Massachusetts, invites applications for a client-focused banking role within Personal & Commercial Banking. You will engage with clients to uncover needs, explain TD products, and deliver personalized financial solutions that align with risk controls and regulatory standards.

As a trusted advisor, you’ll help clients with everyday banking, mortgages, and cross-sell opportunities, while maintaining accurate records and helping grow client relationships.

Qualifications

• High School Diploma or GED or equivalent combination of education and experience.
• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Teller or cash-handling experience in a financial institution is a plus.
• 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 NMLS registration as required for the role.
• Notary license (or ability to obtain) preferred.

Responsibilities

• Acquire and deepen client relationships through consultative engagement and discovery.
• Explain TD products and services with transparent language and clear options.
• Provide personalized solutions and next steps for clients’ financial goals.
• Deliver accurate documentation and comply with risk and regulatory standards.
• Educate clients on TD digital capabilities to enhance financial well-being.

Skills

Client engagement

Relationship building

Clear communication

Sales awareness

Microsoft Office

Education

High School Diploma or GED

NMLS registration eligibility

Notary license (preferred)

Experience in financial services education

Job description

TD in Bedford, Massachusetts, invites applications for a client-focused banking role within Personal & Commercial Banking. You will engage with clients to uncover needs, explain TD products, and deliver personalized financial solutions that align with risk controls and regulatory standards.

As a trusted advisor, you’ll help clients with everyday banking, mortgages, and cross-sell opportunities, while maintaining accurate records and helping grow client relationships.