Relationship Banker II — Growth & Mortgage Solutions

TD; Lexington (MA); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank seeks a client-focused banking professional in Lexington, MA to cultivate and sustain relationships by delivering personalized financial solutions. You will engage in consultative conversations, identify needs, and guide clients through a broad range of products and services while upholding TD’s risk standards.

The role emphasizes proactive outreach, collaboration with partners, and maintaining high standards of client experience across walk-ins, appointments, and outbound opportunities.

Qualifications

• 2+ years of experience engaging clients in sales, service, or relationship-building roles.
• Experience in banking or financial services preferred.
• Strong communication and time-management skills.

Responsibilities

• Deliver a welcoming, personalized client experience and build trust through discovery.
• Lead client acquisition and relationship growth for the bank location.
• Identify opportunities to deepen relationships and improve client outcomes.
• Ensure adherence to risk, regulatory, and TD policies in all interactions.

Skills

Relationship building

Consultative selling

Outbound sales

Effective communication

Education

High School Diploma or GED

Tools

Microsoft Office

NMLS licensing

Job description

TD Bank seeks a client-focused banking professional in Lexington, MA to cultivate and sustain relationships by delivering personalized financial solutions. You will engage in consultative conversations, identify needs, and guide clients through a broad range of products and services while upholding TD’s risk standards.

The role emphasizes proactive outreach, collaboration with partners, and maintaining high standards of client experience across walk-ins, appointments, and outbound opportunities.