Relationship Banking Advisor

TD Bank Group (TD); Topsfield (MA); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank Group in Topsfield, MA is seeking a banking professional to engage clients, understand their financial goals, and deliver personalized solutions that support financial well-being. You will build trusted relationships, conduct discovery, and connect clients to appropriate TD products and services.

Responsibilities include guiding next steps, explaining options clearly, and maintaining risk/compliance while delivering an exceptional client experience.

Qualifications

• This role requires clear communication and the ability to educate clients about TD products and services.
• Must be able to manage multiple tasks and meet deadlines in a fast-paced environment.
• Ability to obtain and maintain NMLS registration and notary license (preferred).

Responsibilities

• Drive client acquisition and deepen relationships through consultative engagement.
• Explain options clearly, including features, benefits, and risks, to help clients make informed decisions.
• Deliver personalized solutions and guide next best actions, connecting clients to products and services.
• Educate clients on TD products, digital capabilities, and financial well-being.

Skills

Communication skills

multitasking

Problem solving

Customer service

Education

High School Diploma or GED

NMLS registration eligibility

Notary license (preferred)

Tools

Microsoft Office

Job description

TD Bank Group in Topsfield, MA is seeking a banking professional to engage clients, understand their financial goals, and deliver personalized solutions that support financial well-being. You will build trusted relationships, conduct discovery, and connect clients to appropriate TD products and services.

Responsibilities include guiding next steps, explaining options clearly, and maintaining risk/compliance while delivering an exceptional client experience.