Relationship Banker II - Client-Centric Banking

TD Bank Group; Waltham (MA); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank Group in Waltham, MA is seeking a customer service-oriented associate to handle everyday banking transactions and client inquiries. You will help clients open and maintain basic consumer accounts, engage in proactive conversations, and connect them with specialists as needed.

The role emphasizes accurate, high-touch service, risk awareness, and operating within regulatory standards to support clients in achieving their financial goals.

Qualifications

• High school diploma or GED.
• 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 including evenings, weekends and holidays as scheduled.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated problem-solving skills.
• Demonstrated ability to schedule and prioritize work.
• Demonstrated ability to work independently and within deadlines.

Responsibilities

• Serve as the first point of contact for clients, guiding them through everyday banking needs.
• Educate clients on banking products and digital capabilities to enhance convenience.
• Engage in inbound and outbound acquisition efforts and referrals to specialists.
• Process and complete a broad range of client transactions within approved limits.
• Escalate non-standard issues and provide accurate, compliant service.

Education

High school diploma or GED

Volunteer / education / military experience

Cash-handling experience

Strong communication

Job description

TD Bank Group in Waltham, MA is seeking a customer service-oriented associate to handle everyday banking transactions and client inquiries. You will help clients open and maintain basic consumer accounts, engage in proactive conversations, and connect them with specialists as needed.

The role emphasizes accurate, high-touch service, risk awareness, and operating within regulatory standards to support clients in achieving their financial goals.