Personal Banking Relationship Advisor

TD; Philadelphia (Philadelphia County); On-site; USD 47,000 - 60,000; Full time

Job summary

TD Bank is seeking a Banking Professional to acquire and deepen client relationships in Philadelphia, focusing on personalized lending and financial solutions.

You will engage clients, explain TD products and mortgage options, and guide them through the bank's risk and regulatory standards while delivering excellent service. This role emphasizes consultative engagement, accuracy in documentation, and ongoing client education about TD's digital capabilities.

Qualifications

• 1+ years of client-facing experience in service, sales, or relationship building.
• Teller or cash-handling experience in a financial institution preferred.
• Experience educating clients on products and services consultatively.
• Ability to communicate clearly with clients and colleagues.
• Ability to manage multiple tasks in a fast-paced environment.

Responsibilities

• Deliver welcoming, personalized client experiences through meaningful discovery.
• Resolve client concerns end-to-end and escalate when needed.
• Drive client acquisition, retention, and relationship growth.
• Balance client needs with risk and compliance, documenting accurately.
• Promote TD brand and client strategy in every interaction.

Skills

Customer service

Communication

Relationship building

Microsoft Office

Education

High School Diploma or GED

Tools

NMLS System

Job description

TD Bank is seeking a Banking Professional to acquire and deepen client relationships in Philadelphia, focusing on personalized lending and financial solutions.

You will engage clients, explain TD products and mortgage options, and guide them through the bank's risk and regulatory standards while delivering excellent service. This role emphasizes consultative engagement, accuracy in documentation, and ongoing client education about TD's digital capabilities.