Relationship Banker I - Boston, MA (Fenway)

TD Bank•Boston, MA

2d•Onsite

About The Position

The Relationship Banker I is a banking professional who brings TD’s relationship-driven banking experience to life by partnering with clients to help them achieve financial goals. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution, while adhering to risk and regulatory standards. Based at a bank location, the banker engages clients through walk-in opportunities, lead management, and outbound outreach; uncovers needs through goals-based discovery; explains relevant product options transparently; and provides personalized solutions, referrals, and next steps. The role also provides ongoing guidance on TD products, services, and digital capabilities, supports mortgage inquiries and referrals, and safeguards client and Bank interests through accurate documentation and compliance.

Requirements

High school diploma or GED, or an equivalent combination of education and experience.
At least 1 year of experience engaging with clients in a service, sales, or relationship-building environment.
Experience educating clients about products and services in a consultative manner.
Ability to communicate clearly and effectively with clients and colleagues.
Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
Sound judgment and problem-solving skills in client interactions.
Basic proficiency with Microsoft Office or similar workplace technologies.
Ability to complete required job-related training upon hire.
Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS), as required for the role.
Must meet applicable eligibility requirements for employment with a covered financial institution and for registration as a mortgage loan originator.
Satisfactory criminal background check and credit report check, along with required statements or certifications regarding government agency or authority findings.

Nice To Haves

Teller or cash-handling experience in a financial institution.
Notary license, or ability to obtain one.

Responsibilities

Acquire and deepen client relationships through walk-in engagement, lead management, and outbound outreach.
Conduct meaningful, goals-based discovery to understand client needs and priorities.
Explain product options, features, benefits, and potential risks in clear, transparent language.
Recommend personalized solutions and next steps, connecting clients with suitable products, services, or partners.
Provide ongoing guidance on TD products, services, and digital capabilities to support everyday banking and financial wellness.
Establish clear next steps and follow-up, and build relationships through consistent, personalized interactions.
Accept mortgage inquiries and refer clients for mortgage solutions or other residential lending activities.
Deliver a welcoming client experience, resolve concerns end-to-end where possible, and escalate issues when needed.
Identify opportunities to improve client outcomes and grow client acquisition, retention, and relationships.
Follow policies, procedures, and regulatory requirements; accurately document and verify client information and protect client data.
Identify discrepancies, material changes, and risk indicators and escalate appropriately.
Complete required training, share best practices, collaborate with colleagues, and contribute to a positive team environment.