Relationship Banker: Personal Banking & Mortgage Guidance

TD Bank, N.A.; Northampton (MA); On-site; USD 32,000 - 40,000; Full time

Job summary

TD Bank, N.A. in Northampton, Massachusetts is seeking a banking professional who partners with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being.

This role drives client acquisition and deepening relationships through consultative engagement, strong product knowledge, and disciplined execution while adhering to risk and regulatory standards.

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
• Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to obtain and maintain NMLS registration as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• 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
• Clearly explains relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions
• 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, and reinforces the client relationship to support long-term financial progress

Education

High School Diploma or GED

Job description

TD Bank, N.A. in Northampton, Massachusetts is seeking a banking professional who partners with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being.

This role drives client acquisition and deepening relationships through consultative engagement, strong product knowledge, and disciplined execution while adhering to risk and regulatory standards.