Relationship Banking Associate

TD Bank Group; Arlington (MA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank US in Arlington, MA seeks a banking professional to acquire and deepen client relationships through consultative engagement and product knowledge. You will deliver personalized solutions while adhering to risk and regulatory standards, guiding clients toward informed financial decisions.

Responsibilities include engaging clients via walk-ins, managing discovery, and coordinating with mortgage products.

Qualifications

• High School Diploma or GED or equivalent experience.
• 1+ years in service, sales, or relationship building with clients.
• Experience educating clients on products and services in a consultative manner.
• Ability to communicate clearly and manage multiple tasks in a fast-paced environment.
• Must obtain/maintain NMLS registration; Notary license preferred.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Explain products, benefits, and risks using clear language.
• Deliver personalized solutions and next steps for clients.
• Ensure accurate documentation, risk awareness, and compliance.
• Engage clients on mortgage inquiries and refer for mortgage solutions.

Skills

Consultative selling

Relationship building

Product knowledge

Regulatory awareness

Education

High School Diploma or GED

NMLS registration required

Notary License preferred

Tools

Microsoft Office

NMLS system

Job description

TD Bank US in Arlington, MA seeks a banking professional to acquire and deepen client relationships through consultative engagement and product knowledge. You will deliver personalized solutions while adhering to risk and regulatory standards, guiding clients toward informed financial decisions.

Responsibilities include engaging clients via walk-ins, managing discovery, and coordinating with mortgage products.