Personal Banking Relationship Advisor

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

Job summary

TD Bank in Philadelphia, PA is seeking a banking professional to help clients achieve their financial goals by delivering personalized solutions and by acquiring and deepening client relationships through consultative engagement and disciplined execution that align with TD's risk and regulatory standards.

The role emphasizes in-branch interactions, mortgage product discussions, and guidance on TD products and digital capabilities to simplify everyday banking and improve financial wellness.

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

• Deliver a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility
• Serve as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required
• Drive client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes
• Apply sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies
• Bring TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience

Skills

Client relationships

Communication

MS Office

Education

High School Diploma or GED

Tools

MS Office

Job description

TD Bank in Philadelphia, PA is seeking a banking professional to help clients achieve their financial goals by delivering personalized solutions and by acquiring and deepening client relationships through consultative engagement and disciplined execution that align with TD's risk and regulatory standards.

The role emphasizes in-branch interactions, mortgage product discussions, and guidance on TD products and digital capabilities to simplify everyday banking and improve financial wellness.