Relationship Banker: Personal Banking & Mortgage Advisor

TD Bank Group (TD); Lexington (MA); On-site; USD 32,000 - 40,000; Full time

Job summary

TD Bank in Lexington, Massachusetts, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and personalized solutions, while adhering to risk and regulatory standards.

The role focuses on serving clients at a TD location, guiding them with product knowledge, and providing ongoing support to achieve their financial goals. Strong communication and multi-tasking are essential in a fast-paced banking environment.

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.

Responsibilities

• Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities.
• Applies foundational banking knowledge to interpret client needs and validate understanding, explaining options clearly with features, benefits, and risks.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
• Executes with accuracy and discipline, establishing clear next steps and follow-up, reinforcing the client relationship for long-term financial progress.
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities.

Skills

Customer service

Communication

Relationship building

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Lexington, Massachusetts, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and personalized solutions, while adhering to risk and regulatory standards.

The role focuses on serving clients at a TD location, guiding them with product knowledge, and providing ongoing support to achieve their financial goals. Strong communication and multi-tasking are essential in a fast-paced banking environment.