Relationship Banking Advisor – Grow Client Wealth

TD Bank Group (TD); Weymouth (MA); Vor Ort; USD 33.000 - 45.000; Vollzeit

Zusammenfassung

TD Bank in Weymouth, MA seeks a banking professional to engage clients, understand their financial goals, and deliver personalized solutions. The role focuses on acquiring and deepening relationships through consultative engagement, with strong product knowledge and risk-aware execution.

You will assist clients with banking options, mortgage inquiries, and referrals to appropriate products, while adhering to TD’s risk and regulatory standards.

Qualifikationen

• Experience engaging with clients in service, sales or relationship-building environment.
• Ability to educate clients on products and services in a consultative manner.
• Clear and effective communication with clients and colleagues.
• Ability to manage multiple tasks, prioritize, and meet deadlines in a fast-paced environment.
• Ability to obtain and maintain NMLS registration; notary license preferred.

Aufgaben

• Drive client acquisition in a bank location through walk-ins, leads, and outreach.
• Conduct discovery to uncover client needs and priorities.
• Explain options clearly, including benefits and risks, for informed decisions.
• Provide personalized solutions and next best actions.
• Build ongoing client relationships and ensure follow-up and progress.

Kenntnisse

Customer service

Sales

Communication

Relationship building

Walk-in & outreach

Ausbildung

High School Diploma or GED

Tools

Microsoft Office

Jobbeschreibung

TD Bank in Weymouth, MA seeks a banking professional to engage clients, understand their financial goals, and deliver personalized solutions. The role focuses on acquiring and deepening relationships through consultative engagement, with strong product knowledge and risk-aware execution.

You will assist clients with banking options, mortgage inquiries, and referrals to appropriate products, while adhering to TD’s risk and regulatory standards.