Relationship Banker II — Consultative Banking & Growth

TD Bank, N.A.

Worcester (MA)

On-site

USD 32,000 - 42,000

Full time

5 days ago
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Job summary

TD Bank in Worcester, MA seeks a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions that support long-term financial goals.

The role focuses on acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding TD’s risk and regulatory standards.

Qualifications

  • High School Diploma or GED (or equivalent combination of education and experience).
  • 2+ years of experience engaging clients in a sales, service, or relationship building capacity, including identifying needs and delivering solutions.
  • Prior banking experience (teller, platform, or relationship banking) is preferred.
  • Demonstrated ability to conduct consultative client conversations, uncover needs, and recommend appropriate products and services.
  • Strong communication skills with the ability to convey information clearly to diverse client populations.

Responsibilities

  • Accountable for delivering a welcoming, personalized client experience through meaningful discovery that builds trust.
  • Leads client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships.
  • Applies sound judgment to balance client needs with risk and compliance requirements.
  • Ensures accurate capture of client information and alignment to policies while supporting TD’s brand and client strategy.
  • Collaborates with team members and partners to drive referrals and ensure effective execution of client referrals.

Skills

Client communication
Relationship building
Active listening
Time management
MS Office

Education

High School Diploma or GED
NMLS registration (required to obtain)
Notary license (or ability to obtain)

Tools

NMLS System

Job description

TD Bank in Worcester, MA seeks a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions that support long-term financial goals.

The role focuses on acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance, and disciplined execution while upholding TD’s risk and regulatory standards.

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