Client-Focused Banking Advisor

TD; Havertown (Delaware County); On-site; USD 47,000 - 60,000; Full time

Job summary

TD Bank Havertown location is seeking a banking professional to build and deepen client relationships by engaging with customers, delivering personalized financial solutions, and guiding them through mortgage inquiries and residential lending options. You will operate in a consultative, risk-aware manner to help clients achieve their financial goals.

The role emphasizes relationship-building, product knowledge, and disciplined execution within TD’s regulatory framework, while providing ongoing

Qualifications

• 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
• Experience educating clients on products and services in a consultative manner
• 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
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes
• Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies
• Attaches to TD’s brand and client strategy in every interaction, delivering a welcoming, personalized client experience
• Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
• Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank

Job description

TD Bank Havertown location is seeking a banking professional to build and deepen client relationships by engaging with customers, delivering personalized financial solutions, and guiding them through mortgage inquiries and residential lending options. You will operate in a consultative, risk-aware manner to help clients achieve their financial goals.

The role emphasizes relationship-building, product knowledge, and disciplined execution within TD’s regulatory framework, while providing ongoing