Relationship Banker — Build Trusted Financial Partnerships

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

Job summary

TD is seeking a Banking Professional in Harleysville, PA to acquire and deepen client relationships by engaging walk-ins and outbound outreach, delivering personalized financial solutions, and guiding clients to TD products and digital tools.

The role emphasizes risk discipline, compliance, and a client-first approach, with opportunities to grow in a service-driven, relationship-led environment at TD.

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 in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach.
• Engages clients with curiosity, establishes purpose for the interaction, and conducts discovery to uncover needs and priorities.
• Explains options clearly, including features, benefits, and risks, to help clients make informed decisions.
• Delivers personalized solutions and next best actions, connecting clients to appropriate products or partners.
• Executes with accuracy and discipline, establishing clear next steps and follow-up.
• Provides ongoing guidance on TD products, services, and digital capabilities to improve financial wellness.

Job description

TD is seeking a Banking Professional in Harleysville, PA to acquire and deepen client relationships by engaging walk-ins and outbound outreach, delivering personalized financial solutions, and guiding clients to TD products and digital tools.

The role emphasizes risk discipline, compliance, and a client-first approach, with opportunities to grow in a service-driven, relationship-led environment at TD.