Relationship Banking Advisor – Client Growth

TD; South Yarmouth (MA); On-site; USD 30,000 - 40,000; Full time

Job summary

TD in South Yarmouth, MA is seeking a client-focused banking professional to acquire and deepen client relationships through consultative engagement and product knowledge. You will deliver personalized solutions, educate clients on TD products and digital capabilities, and maintain compliance with regulatory standards.

Responsibilities include driving client acquisition, maintaining accurate client documentation, and providing ongoing guidance to improve financial well-being.

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.
• Ability to obtain and maintain active registration with the NMLS as required for the role.
• Notary License (or ability to obtain) preferred.

Responsibilities

• Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management and outreach.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts meaning discovery.
• Explains options clearly, including features, benefits, and risks for informed decisions.
• Delivers personalized solutions and next best actions, connecting clients to products or services.
• Executes with accuracy and discipline, establishing clear next steps and follow-up.
• Serves as a trusted client advocate by guiding TD products and digital tools.
• Builds and strengthens client relationships through personalized interactions.
• Engages clients on mortgage products and residential lending activities.
• Adheres to policies, procedures, and regulatory requirements, ensuring accurate documentation.

Education

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 the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role

Notary License (or ability to obtain) preferred

Job description

TD in South Yarmouth, MA is seeking a client-focused banking professional to acquire and deepen client relationships through consultative engagement and product knowledge. You will deliver personalized solutions, educate clients on TD products and digital capabilities, and maintain compliance with regulatory standards.

Responsibilities include driving client acquisition, maintaining accurate client documentation, and providing ongoing guidance to improve financial well-being.