Relationship Banker II — Client-Centric Banking

TD; Chelsea (MA); On-site; USD 33,000 - 43,000; Full time

Job summary

TD Bank in Chelsea, MA is seeking a Customer Service Representative to deliver everyday banking and support consumer product needs while building meaningful client relationships. You will act as the hospitality ambassador, guiding clients through transactions and connecting them with specialists as needed.

Role requires strong communication, problem-solving, and organizational skills, with the ability to work evenings, weekends, and holidays as scheduled.

Qualifications

• High school diploma or GED
• 1+ years demonstrated experience working with clients. Experience can include volunteering, education, military experience
• Teller or cash-handling experience in a client facing/financial institution preferred
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled
• Ability to complete required job-related training upon hire
• Strong organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with ability to be concise, clear and consistent
• Demonstrated effective problem-solving skills
• Demonstrated ability to schedule and prioritize work
• Demonstrated ability to work independently and within deadlines
• Sound judgment in decision making and problem solving
• Proficient in Microsoft Office
• Notary License preferred

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy
• Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals

Skills

Communication skills

Problem solving

Time management

Organization

Multitasking

Attention to detail

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Chelsea, MA is seeking a Customer Service Representative to deliver everyday banking and support consumer product needs while building meaningful client relationships. You will act as the hospitality ambassador, guiding clients through transactions and connecting them with specialists as needed.

Role requires strong communication, problem-solving, and organizational skills, with the ability to work evenings, weekends, and holidays as scheduled.