Relationship Banker II: Personal Banking & Mortgage

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

Job summary

TD Bank Group in Lexington, MA is seeking a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions that align with long-term financial goals. You will acquire new clients, deepen existing relationships, and provide needs-based guidance with strong product knowledge while upholding risk and regulatory standards.

The role emphasizes proactive engagement across walk-ins, appointments, and outbound opportunities, with mortgage inquiries and

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 in teller, platform, or relationship banking roles preferred.
• Demonstrated ability to conduct consultative client conversations, uncover needs and recommend products and services.
• Strong communication skills with diverse client populations.
• Ability to manage multiple priorities in a fast-paced environment.
• Proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain active NMLS registration as required.
• Notary license (or ability to obtain) preferred.

Responsibilities

• Deliver a welcoming, personalized client experience through discovery and relationship building.
• Lead client acquisition, retention, and relationship growth for the bank location.
• Identify opportunities to deepen relationships while balancing risk and compliance requirements.
• Provide clear, tailored guidance on products and services to support informed decisions.
• Collaborate with partners to ensure effective execution of referrals and follow-through.

Skills

Relationship building

Consultative selling

Communication

MS Office

Regulatory compliance

Notary (preferred)

Education

High School Diploma or GED

Active NMLS registration

Notary license (or ability to obtain)

Tools

Microsoft Office

Job description

TD Bank Group in Lexington, MA is seeking a banking professional to cultivate and sustain client relationships by delivering personalized banking solutions that align with long-term financial goals. You will acquire new clients, deepen existing relationships, and provide needs-based guidance with strong product knowledge while upholding risk and regulatory standards.

The role emphasizes proactive engagement across walk-ins, appointments, and outbound opportunities, with mortgage inquiries and