Relationship Banking Associate - Growth & Client Focus

TD; Needham (MA); On-site; USD 33,000 - 45,000; Full time

Job summary

TD Bank seeks a customer‑focused banking professional in Needham, MA to acquire and deepen client relationships by delivering personalized financial solutions and educating clients on TD products and digital capabilities.

You will engage clients through walk‑in opportunities and outreach, applying prudent risk practices while guiding clients toward suitable mortgage and banking options. This role emphasizes relationship‑led service and financial well‑being.

Qualifications

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

Responsibilities

• Drives client acquisition by engaging walk‑in clients and outbound outreach.
• Performs needs‑based discovery to uncover client priorities and explain options clearly.
• Delivers personalized solutions and next steps, connecting clients to TD products.
• Adheres to risk, regulatory, and documentation standards throughout interactions.
• Educates clients about TD products and digital tools to improve financial well‑being.
• Builds lasting client relationships through consistent, trusted service.

Skills

Client engagement

Relationship building

Consultative selling

Product knowledge

Education

High School Diploma or GED

NMLS registration eligibility

Notary eligibility

Job description

TD Bank seeks a customer‑focused banking professional in Needham, MA to acquire and deepen client relationships by delivering personalized financial solutions and educating clients on TD products and digital capabilities.

You will engage clients through walk‑in opportunities and outreach, applying prudent risk practices while guiding clients toward suitable mortgage and banking options. This role emphasizes relationship‑led service and financial well‑being.