Relationship Banker: Personal Banking Advisor

TD; Beverly (MA); Sur place; USD 30 000 - 40 000; Plein temps

Résumé du poste

TD in Beverly, Massachusetts is seeking a banking professional to engage clients, uncover financial goals, and deliver personalized solutions that enhance financial well-being. The role focuses on building and deepening relationships through consultative engagement and disciplined execution, while complying with risk and regulatory standards.

You will drive acquisition via walk-ins and outreach, clearly explain options, and guide clients to appropriate TD products, services, or partners for

Qualifications

• High School Diploma or GED or equivalent combination of education and experience.
• Notary License is preferred or ability to obtain it.

Responsabilités

• Drives client acquisition in a bank location through walk-ins, leads, and outreach.
• Engages clients with purpose to discover needs and priorities.
• Explains banking options with clear, transparent language to help clients make informed decisions.
• Delivers personalized solutions and next steps, connecting clients to products or partners.
• Maintains accurate documentation and adheres to risk and regulatory standards.

Connaissances

Cash handling

Customer service

Relationship building

Communication

Formation

High School Diploma or GED

Notary License preferred

Description du poste

TD in Beverly, Massachusetts is seeking a banking professional to engage clients, uncover financial goals, and deliver personalized solutions that enhance financial well-being. The role focuses on building and deepening relationships through consultative engagement and disciplined execution, while complying with risk and regulatory standards.

You will drive acquisition via walk-ins and outreach, clearly explain options, and guide clients to appropriate TD products, services, or partners for