Relationship Banker: Mortgage & Financial Wellness Expert

TD; Boston (MA); Sur place; USD 33 000 - 45 000; Plein temps

Résumé du poste

TD Bank is seeking a Banking Professional in Allston, MA to partner with clients and help them achieve financial goals by delivering personalized solutions and exceptional service. You will acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution while adhering to TD’s risk and regulatory standards.

You will engage clients at the bank location through walk-ins, leads, and outreach, explaining options clearly, and delivering next

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 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.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Ability to exercise sound judgment and problem-solving skills in client interactions.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain active registration with NMLS as required for the role.
• Notary License (or ability to obtain) preferred.

Responsabilités

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful discovery to uncover client needs and priorities.
• Explains TD options, including features, benefits, and risks, to help clients make informed decisions.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products or partners.
• Ensures accurate documentation and compliance with policies and regulatory requirements.
• Provides ongoing guidance on TD products, services, and digital capabilities to improve financial wellness.
• Builds and strengthens client relationships through consistent, personalized interactions.

Formation

High School Diploma or GED (or equivalent combination of education and experience)

Description du poste

TD Bank is seeking a Banking Professional in Allston, MA to partner with clients and help them achieve financial goals by delivering personalized solutions and exceptional service. You will acquire and deepen client relationships through consultative engagement, strong product knowledge, and disciplined execution while adhering to TD’s risk and regulatory standards.

You will engage clients at the bank location through walk-ins, leads, and outreach, explaining options clearly, and delivering next