Relationship Banker: Client Growth & Financial Wellness

TD Bank, N.A.; Lincoln Terrace (PA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank, N.A. is seeking a banking professional who helps clients achieve their financial goals by delivering personalized solutions and relationship-driven service.

The role focuses on acquiring and deepening client relationships through consultative engagement, product knowledge, and disciplined execution aligned with TD's risk and regulatory standards. Responsibilities include driving client acquisition at a TD location, conducting needs-based discovery, explaining options, and recommending

Qualifications

• High School Diploma or GED required or equivalent experience.
• 1+ years in service, sales or relationship building environment.
• Experience educating clients on products and services in a consultative manner.

Responsibilities

• Acquire and deepen client relationships at the bank location through consultative engagement.
• Engage clients with discovery to uncover needs and priorities.
• Explain options clearly, including features, benefits and risks, to support informed decisions.
• Provide personalized solutions and next steps, connecting clients to appropriate TD products and services.
• Ensure compliance with policies and regulatory requirements in all interactions.

Skills

Client engagement

Relationship building

Consultative selling

Product knowledge

Communication

Risk awareness

Education

High School Diploma or GED

NMLS registration requirement

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. is seeking a banking professional who helps clients achieve their financial goals by delivering personalized solutions and relationship-driven service.

The role focuses on acquiring and deepening client relationships through consultative engagement, product knowledge, and disciplined execution aligned with TD's risk and regulatory standards. Responsibilities include driving client acquisition at a TD location, conducting needs-based discovery, explaining options, and recommending