Relationship Banker I - Boston, MA (Fenway)

TD • Boston, MA

1d • $24 - $33 • Onsite

About The Position

The Relationship Banker I brings TD’s relationship-driven banking experience to life by partnering with clients to help them achieve their financial goals and improve their financial well-being. The role acquires and deepens client relationships through consultative engagement, product knowledge, personalized solutions, and disciplined execution while meeting TD’s risk and regulatory standards.

Based at a bank location, the banker engages clients through walk-in opportunities, leads, and outbound outreach. They explore client goals and needs, explain relevant products and services clearly and transparently, and recommend solutions or connect clients with appropriate partners. The role provides ongoing guidance on TD products, services, and digital capabilities; supports mortgage inquiries and residential lending referrals; and establishes next steps and follow-up to strengthen long-term relationships.

The banker is accountable for a welcoming client experience and for resolving concerns or escalating them as needed. They follow operational, AML, identification, authentication, documentation, and other regulatory requirements; identify and escalate potential discrepancies and risk indicators; and contribute to team learning, collaboration, and performance. The role requires eligibility for employment with a covered financial institution and registration as a mortgage loan originator with NMLS, as applicable. Criminal background and credit report checks are required by federal law.

Requirements

• High school diploma or GED, or 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 on 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 be eligible for employment with a covered financial institution under applicable Regulation Z standards.
• Must be eligible for registration as a registered mortgage loan originator with NMLS under the SAFE Act.
• Satisfactory criminal background and credit report checks, and required applicant 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 opportunities, lead management, and outbound outreach.
• Conduct goals-based discovery to understand client needs, priorities, and financial goals.
• Explain relevant banking options, including features, benefits, and potential risks, in clear and transparent language.
• Deliver personalized solutions and next steps, connecting clients with appropriate products, services, or partners.
• Provide ongoing client guidance on TD products, services, and digital banking capabilities.
• Engage clients on mortgage products, accept mortgage inquiries, and refer clients for mortgage solutions or other residential lending activities.
• Set clear next steps and follow up to support clients’ long-term financial progress.
• Serve as the primary point of accountability for client concerns, resolving issues where possible and escalating them when required.
• Accurately capture client information and comply with company policies, procedures, AML laws, and regulatory requirements.
• Verify client identification, maintain data integrity, and follow authentication and documentation standards.
• Identify potential discrepancies, material changes, and risk indicators, and escalate them in accordance with policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Share insights, lessons learned, and best practices; collaborate with team members and partners.
• Contribute to a positive, inclusive team environment and participate in performance and development activities.

Benefits

• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO.
• Banking benefits and discounts.
• Career development, training, mentoring, and access to an online learning platform.
• Reward and recognition programs.
• Base salary and variable compensation or incentive awards, subject to eligibility.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED