Relationship Banker I - Waltham, MA
TD - Waltham, MA
Hiring: Relationship Banker I - Waltham, MA Company: TD Location: Waltham, MA Job Posted Time: 2026-09-12 13:44:49 Target Skills & Keywords : Microsoft Office About the job Experience: •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 •Demonstrated ability to communicate clearly and effectively with clients and colleagues •Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment •Demonstrated capacity to exercise sound judgment and problem-solving skills in client interactions Required Skills: •Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals •Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities •Applies foundational banking knowledge to interpret client needs and validate understanding. Clearly explains relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions aligned to their financial goals •Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners •Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress •Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness •Builds and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach •Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities Qualifications: •Operating standard office equipment - Continuous •Responding quickly to sounds – Continuous •Moving safely in confined spaces – Occasional •High School Diploma or GED (or equivalent combination of education and experience) Compensation: •Competitive benefits and rewards package Interested candidates, please apply directly through the job posting on company's career page or try via AI auto apply on this platform. Don't miss this opportunity to join a forward-thinking team!