Relationship Banking Advisor

TD Bank Group (TD); Tewksbury (MA); Vor Ort; USD 31.000 - 40.000; Vollzeit

Zusammenfassung

TD Bank in Tewksbury, MA is seeking a banking professional who helps clients achieve their financial goals by delivering personalized solutions while upholding risk and regulatory standards.

You will acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution, including mortgage inquiries and everyday banking needs. Strong communication and client-first service are essential.

Qualifikationen

• 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 NMLS as required for the role.
• Notary License (or ability to obtain) preferred.

Aufgaben

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Actively engages in meaningful discovery to build trust and establish credibility with clients.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products or services.
• Applies sound judgment to balance client needs with risk and compliance requirements.
• Represents TD with a client-first approach and reinforces the TD brand in every interaction.
• Educates clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness.

Kenntnisse

Customer service

Communication

Ausbildung

High School Diploma or GED

Jobbeschreibung

TD Bank in Tewksbury, MA is seeking a banking professional who helps clients achieve their financial goals by delivering personalized solutions while upholding risk and regulatory standards.

You will acquire and deepen client relationships through consultative engagement, product knowledge, and disciplined execution, including mortgage inquiries and everyday banking needs. Strong communication and client-first service are essential.