Relationship Banker - Weymouth

TD Bank • Weymouth, MA

21d • Onsite

About The Position

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

The banker engages clients through walk-in opportunities, lead management, and outbound outreach; discovers client needs and priorities; explains relevant options and risks in clear language; and provides personalized solutions and next steps. The position also provides ongoing guidance on TD products, services, and digital capabilities, handles client concerns, and supports mortgage inquiries and referrals. It requires accurate documentation, sound risk awareness, compliance with applicable policies and regulations, and active collaboration and learning as a member of the team.

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.
• Clear and effective communication skills 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 and eligible for NMLS registration as a mortgage loan originator.
• Satisfactory criminal background check and credit report check, and required statements or certifications regarding administrative, civil, or criminal findings by a government agency or authority.

Nice To Haves

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

Responsibilities

• Acquire clients at the bank location through walk-in engagement, lead management, and outbound outreach.
• Conduct goals-based discovery to identify client needs and priorities, explain relevant options and risks, and recommend personalized solutions and next steps.
• Educate clients about TD products, services, and digital capabilities to support everyday banking and financial wellness.
• Build and strengthen client relationships through consistent, personalized interactions and follow-up.
• Accept mortgage inquiries and refer clients for mortgage solutions or other residential lending activities.
• Resolve client concerns end-to-end where possible and escalate issues when appropriate.
• Maintain accurate client information and documentation, verify identification, follow authentication standards, and comply with AML, risk, and regulatory requirements.
• Identify discrepancies, material changes, or 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 with the team; collaborate with colleagues and partners and contribute to a positive, inclusive work environment.
• Participate in performance and development activities and take accountability for outcomes.

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
• Reward and recognition
• Variable compensation or incentive awards may be available, generally through participation in an incentive plan
• Training and onboarding
• Online learning platform and mentoring programs

What This Job Offers

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