Relationship Banker: Grow Client Relationships & Lending

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

Job summary

TD Bank in Exton, PA is seeking a banking professional who helps clients reach their financial goals by delivering personalized solutions with strong product knowledge and disciplined execution within TD risk standards.

You will drive client acquisition at the branch through walk-ins and outreach, conduct needs-based discovery, present options clearly, and connect clients to mortgage and other TD products while guiding them to digital tools to enhance financial wellness.

Qualifications

• 1+ year of experience engaging with clients in a service or sales environment.
• Banking or financial services experience preferred.
• Strong communication and relationship-building skills.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Explain banking options with clear benefits and potential risks.
• Deliver personalized solutions and next steps for clients.
• Educate clients on TD products and digital capabilities.

Skills

Client engagement

Communication

Relationship building

Needs-based discovery

Education

High School Diploma or GED

Job description

TD Bank in Exton, PA is seeking a banking professional who helps clients reach their financial goals by delivering personalized solutions with strong product knowledge and disciplined execution within TD risk standards.

You will drive client acquisition at the branch through walk-ins and outreach, conduct needs-based discovery, present options clearly, and connect clients to mortgage and other TD products while guiding them to digital tools to enhance financial wellness.