Relationship Banker — Mortgage & Financial Guidance

TD Bank Group (TD); Braintree (MA); On-site; USD 50,000 - 68,000; Full time

Job summary

TD Bank in Braintree, MA is seeking a client-focused banking professional to acquire and deepen client relationships through consultative engagement, mortgage inquiries, and personalized financial recommendations. The role emphasizes walk-in service, accurate product explanations, and a commitment to TD's risk controls.

In this position you will work to help clients meet their financial goals while delivering a high standard of service, building trust, and maintaining TD's client-first approach

Qualifications

• High School Diploma or GED (or equivalent).
• 1+ years of experience engaging with clients in a service, sales, or relationship-building environment.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services in a consultative manner.
• Ability to obtain and maintain active NMLS registration may be required.

Responsibilities

• Drive client acquisition and relationship growth at the bank location through walk-ins and outreach.
• Engage clients with discovery to uncover needs and present banking options clearly.
• Explain TD products, benefits, and risks in simple terms to help informed decisions.
• Deliver personalized solutions and next steps, following up to strengthen relationships.
• Ensure documentation accuracy and adherence to risk and regulatory standards.

Education

High School Diploma or GED

1+ years client-facing experience

Cash-handling experience

Tools

Microsoft Office

Job description

TD Bank in Braintree, MA is seeking a client-focused banking professional to acquire and deepen client relationships through consultative engagement, mortgage inquiries, and personalized financial recommendations. The role emphasizes walk-in service, accurate product explanations, and a commitment to TD's risk controls.

In this position you will work to help clients meet their financial goals while delivering a high standard of service, building trust, and maintaining TD's client-first approach