Client Relationship Banker — Growth & Mortgage Solutions

TD Bank, N.A.; Philadelphia (Philadelphia County); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank, N.A. in Philadelphia seeks a banking professional to acquire and deepen client relationships by delivering personalized financial solutions while upholding risk and regulatory standards.

This role focuses on walk-in client engagement and consultative needs discovery to meet financial goals. The ideal candidate will have 1+ years in client-facing roles, a High School Diploma, and solid MS Office skills; mortgage licensing may be required.

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 exercise sound judgment and problem-solving skills in client interactions
• Basic proficiency with Microsoft Office or similar workplace technologies
• 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

• Engages clients to acquire and deepen relationships through consultative engagement
• Explains TD product options clearly, including benefits and risks
• Delivers personalized solutions and next steps for client needs
• Keeps accurate documentation and adheres to regulatory requirements
• Educates clients on TD products and digital capabilities to improve financial well-being

Skills

Customer service

Relationship building

Sales

Consultative selling

Mortgage knowledge

Cross-selling

Education

High School Diploma

Tools

Microsoft Office

Job description

TD Bank, N.A. in Philadelphia seeks a banking professional to acquire and deepen client relationships by delivering personalized financial solutions while upholding risk and regulatory standards.

This role focuses on walk-in client engagement and consultative needs discovery to meet financial goals. The ideal candidate will have 1+ years in client-facing roles, a High School Diploma, and solid MS Office skills; mortgage licensing may be required.