Client Relationship Banker - Personal Banking Advisor

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

Job summary

TD Bank Group is seeking a client-focused banking professional in Philadelphia who will partner with clients to help them achieve financial goals through personalized solutions and strong product knowledge.

You will acquire and deepen relationships through consultative engagement, with emphasis on risk controls and regulatory standards, while delivering TD’s trusted, relationship-driven banking experience.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 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 complete required job-related training upon hire.
• 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 acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies.
• Delivers a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility.
• Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required.
• Keeps TD's brand and client strategy in mind with every interaction, reinforcing a differentiated, relationship-led experience.
• Engages clients on mortgage products, accepting mortgage inquiries, and referring clients for mortgage solutions or other residential lending activities.

Education

High School Diploma or GED

Job description

TD Bank Group is seeking a client-focused banking professional in Philadelphia who will partner with clients to help them achieve financial goals through personalized solutions and strong product knowledge.

You will acquire and deepen relationships through consultative engagement, with emphasis on risk controls and regulatory standards, while delivering TD’s trusted, relationship-driven banking experience.