Client-Driven Banker: Growth & Mortgage Solutions

TD; Warminster Township (Bucks County); On-site; USD 47,000 - 60,000; Full time

Job summary

TD Bank in Warminster, PA, is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions and guiding clients toward TD products. This role emphasizes consultative engagement, strong product knowledge, and disciplined execution to achieve meaningful client outcomes within TD’s risk framework.

Responsibilities include engaging clients in-person, explaining options clearly, and delivering next-best actions while maintaining strong documentation

Qualifications

• High School Diploma or GED is required.
• 1+ years' experience interacting with clients in service or sales.
• Teller or cash-handling experience preferred in a financial setting.
• Ability to communicate clearly and manage multiple tasks in a fast-paced environment.

Responsibilities

• Acquire and deepen client relationships through walk-in and outreach.
• Engage clients with curiosity and goals-based discovery to uncover needs.
• Explain TD options clearly, including features, benefits, and risks.
• Deliver personalized solutions and next steps, connecting to products or partners.
• Maintain accurate documentation and risk/compliance adherence.
• Educate clients on TD products and digital capabilities to improve financial wellness.
• Build trust through consistent, personalized interactions reflecting a client-first approach.

Skills

Customer service

Sales

Relationship building

Client engagement

Education

High School Diploma or GED

Job description

TD Bank in Warminster, PA, is seeking a banking professional to acquire and deepen client relationships by delivering personalized solutions and guiding clients toward TD products. This role emphasizes consultative engagement, strong product knowledge, and disciplined execution to achieve meaningful client outcomes within TD’s risk framework.

Responsibilities include engaging clients in-person, explaining options clearly, and delivering next-best actions while maintaining strong documentation