Client Relationship Advisor

TD; Philadelphia (Philadelphia County); On-site; USD 32,000 - 41,000; Full time

Job summary

TD is seeking a banking professional in Philadelphia to cultivate and sustain client relationships by delivering personalized banking solutions that support long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement, needs-based guidance, and strong product knowledge while upholding risk and regulatory standards.

The role emphasizes proactive outreach, accurate discovery, and effective collaboration with TD’s network to deliver

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.
• Ability to identify needs and deliver solutions.
• Experience in a banking environment preferred.

Responsibilities

• Cultivate and sustain long-term client relationships through leads management and outbound efforts.
• Prospect and engage clients, capture information, and identify appropriate solutions.
• Lead client engagement across walk-ins, appointments, and outreach, documenting needs and actions.
• Provide tailored guidance on banking products and services to support financial goals.

Skills

Client engagement

Relationship building

Sales experience

Active listening

Education

High School Diploma or GED

NMLS registration (required)

Tools

Microsoft Office

Job description

TD is seeking a banking professional in Philadelphia to cultivate and sustain client relationships by delivering personalized banking solutions that support long-term financial goals. You will acquire new clients and deepen existing relationships through consultative engagement, needs-based guidance, and strong product knowledge while upholding risk and regulatory standards.

The role emphasizes proactive outreach, accurate discovery, and effective collaboration with TD’s network to deliver