Client-First Relationship Banking Advisor

TD; Harleysville (PA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank is seeking a banking professional in Harleysville, PA to acquire and deepen client relationships by delivering personalized financial solutions, with a focus on consultative engagement and risk-aware, compliant execution.

You will help clients achieve financial goals, explain TD products clearly, and guide them to mortgage options or other lending solutions while upholding regulatory standards.

Qualifications

• Engage with clients in a service, sales, or relationship-building environment.
• Communicate clearly and effectively with clients and colleagues.
• Educate clients on TD products and services in a consultative manner.

Responsibilities

• Drive client acquisition and relationship growth at the bank location.
• Build trust through meaningful discovery and personalized guidance.
• Explain options clearly, connect clients to appropriate products and services.
• Maintain compliance with risk and regulatory standards.

Skills

Client engagement

Relationship building

Communication

Consultative selling

Product knowledge

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank is seeking a banking professional in Harleysville, PA to acquire and deepen client relationships by delivering personalized financial solutions, with a focus on consultative engagement and risk-aware, compliant execution.

You will help clients achieve financial goals, explain TD products clearly, and guide them to mortgage options or other lending solutions while upholding regulatory standards.