Client-Focused Relationship Banker

TD Bank Group; Philadelphia (Philadelphia County); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank Group in Philadelphia, PA seeks a client-focused banking professional who builds trust through discovery and relationship-based banking. You will engage clients to understand needs, explain TD products, and guide them to personalized financial solutions while maintaining regulatory standards.

The role emphasizes active client acquisition, ongoing guidance, and strong product knowledge to support financial wellbeing.

Qualifications

• High School Diploma or GED or equivalent experience.
• 1+ years of client service, sales, or relationship-building experience.
• Experience in banking or cash handling is preferred.

Responsibilities

• Acquires and deepens client relationships through consultative engagement.
• Explains banking options with clear, transparent language.
• Delivers personalized banking solutions and next steps.
• Maintains accurate documentation and adheres to risk/regulatory standards.
• Engages clients at the walk-in, outreach, and lead management levels.

Education

High School Diploma or GED

1+ years client-facing experience

Notary License (preferred)

Tools

Microsoft Office

Job description

TD Bank Group in Philadelphia, PA seeks a client-focused banking professional who builds trust through discovery and relationship-based banking. You will engage clients to understand needs, explain TD products, and guide them to personalized financial solutions while maintaining regulatory standards.

The role emphasizes active client acquisition, ongoing guidance, and strong product knowledge to support financial wellbeing.