Relationship Banker & Mortgage Specialist

TD

Hingham (MA)

On-site

USD 31,000 - 40,000

Full time

2 days ago
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Job summary

TD Bank in Hingham, Massachusetts is seeking a client-focused banking professional who will acquire and deepen client relationships by engaging clients through walk-ins, lead management, and outbound outreach. You will deliver personalized solutions while adhering to TD's risk and regulatory standards.

You will educate clients on TD products, guide them through mortgage inquiries, and support long-term financial progress with a client-first approach.

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 the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
  • Notary License (or ability to obtain) preferred.

Responsibilities

  • Deliver welcoming, personalized client experiences through meaningful discovery and trust-building.
  • Drive client acquisition, retention, and relationship growth for the bank location.
  • Balance client needs with risk/compliance and ensure accurate capture of information.
  • Educate clients on TD products, services, and digital capabilities to simplify banking and improve financial wellbeing.
  • Build and strengthen client relationships through consistent, personalized interactions.

Job description

TD Bank in Hingham, Massachusetts is seeking a client-focused banking professional who will acquire and deepen client relationships by engaging clients through walk-ins, lead management, and outbound outreach. You will deliver personalized solutions while adhering to TD's risk and regulatory standards.

You will educate clients on TD products, guide them through mortgage inquiries, and support long-term financial progress with a client-first approach.

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