Relationship Banking Advisor

TD; Northampton (MA); On-site; USD 64,472,000 - 83,097,000; Full time

Job summary

TD Bank in Northampton, Massachusetts, is seeking a banking professional who builds strong client relationships by delivering personalized financial solutions that support overall well-being. The role focuses on acquiring and deepening client relationships through consultative engagement, product knowledge, and disciplined execution.

You will engage clients through walk-ins and outreach, explain options clearly, and connect them to mortgage solutions while adhering to risk and regulatory

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.

Responsibilities

• Drives client acquisition in a bank location by engaging clients through walk-in opportunities and outbound outreach.
• Engages clients with curiosity, discovers goals, and identifies client needs.
• Explains TD products clearly, including features, benefits, and risks.
• Delivers personalized solutions and next steps, connecting clients to products or partners.
• Maintains compliance and documents accurately per regulations.

Skills

Client relationships

Communication

Sales

Service mindset

Education

High School Diploma or GED

1+ years client experience in service/sales

Teller or cash-handling experience

Excellent communication

MS Office proficiency

Tools

Microsoft Office

Job description

TD Bank in Northampton, Massachusetts, is seeking a banking professional who builds strong client relationships by delivering personalized financial solutions that support overall well-being. The role focuses on acquiring and deepening client relationships through consultative engagement, product knowledge, and disciplined execution.

You will engage clients through walk-ins and outreach, explain options clearly, and connect them to mortgage solutions while adhering to risk and regulatory