Relationship Banking Specialist

TD Bank, N.A.; Andover (MA); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank, N.A. in Andover, MA seeks a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. You will deliver personalized solutions, explain TD options, and guide clients toward financial well-being while adhering to regulatory standards.

The role emphasizes guidance, risk-aware documentation, and ongoing client education about TD products and digital capabilities to simplify banking and enhance financial wellness.

Qualifications

• High School Diploma or GED or equivalent
• 1+ year experience engaging with clients in service/sales/relationship-building
• Experience educating clients on products and services in a consultative manner
• Clear and effective communication with clients and colleagues
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Basic proficiency with Microsoft Office or similar tools

Responsibilities

• Engage clients in walk-in and outreach opportunities to acquire and deepen relationships
• Explain TD products, features, benefits, and risks in simple language
• Deliver personalized solutions and next steps to support financial goals
• Maintain accurate documentation and comply with risk and regulatory standards
• Educate clients on TD digital capabilities to improve financial wellness

Skills

Client engagement

Consultative selling

Product knowledge

Communication

Microsoft Office

Education

High School Diploma

Tools

Microsoft Office

Job description

TD Bank, N.A. in Andover, MA seeks a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. You will deliver personalized solutions, explain TD options, and guide clients toward financial well-being while adhering to regulatory standards.

The role emphasizes guidance, risk-aware documentation, and ongoing client education about TD products and digital capabilities to simplify banking and enhance financial wellness.