Client Relationship Banker

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

Job summary

TD Bank in Plymouth Meeting, Pennsylvania, is seeking a banking professional to acquire and deepen client relationships through consultative engagement, clear product explanations, and disciplined execution.

The role emphasizes helping clients achieve financial goals with personalized solutions while adhering to TD's risk and regulatory standards, and building trusted relationships through proactive outreach and service.

Qualifications

• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• High School Diploma or GED (or equivalent combination of education and experience).
• Experience educating clients on products and services in a consultative manner.

Responsibilities

• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners.
• Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress.
• Assists clients with TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness.

Skills

Client engagement

Sales skills

Relationship building

Communication

Microsoft Office

Education

High School Diploma or GED

NMLS registration preferred

Tools

Microsoft Office

Job description

TD Bank in Plymouth Meeting, Pennsylvania, is seeking a banking professional to acquire and deepen client relationships through consultative engagement, clear product explanations, and disciplined execution.

The role emphasizes helping clients achieve financial goals with personalized solutions while adhering to TD's risk and regulatory standards, and building trusted relationships through proactive outreach and service.