Client-Focused Banking Advisor

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

Job summary

TD Bank in Drexel Hill, PA is seeking a banking professional who helps clients achieve their financial goals by delivering personalized solutions, through consultative engagement and solid product knowledge.

The role emphasizes acquiring and deepening client relationships, guiding customers on mortgage products, and upholding risk and regulatory standards while educating clients on TD’s digital capabilities to simplify everyday banking and improve financial wellbeing.

Qualifications

• High School Diploma or GED required or equivalent.
• 1+ years in service, sales, or relationship-building roles.
• Teller or cash-handling experience preferred.
• Ability to communicate clearly with clients and colleagues.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Explain TD products and services with clear, transparent language.
• Deliver personalized solutions and next best actions to clients.
• Maintain accurate documentation and adhere to risk/regulatory standards.
• Educate clients on mortgage products and digital capabilities.

Skills

Client engagement

Relationship building

Sales/customer service

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Drexel Hill, PA is seeking a banking professional who helps clients achieve their financial goals by delivering personalized solutions, through consultative engagement and solid product knowledge.

The role emphasizes acquiring and deepening client relationships, guiding customers on mortgage products, and upholding risk and regulatory standards while educating clients on TD’s digital capabilities to simplify everyday banking and improve financial wellbeing.