Relationship Banker: Grow Client Wealth

TD; Warminster Township (Bucks County); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Warminster, Pennsylvania seeks a banking professional to acquire and deepen client relationships through consultative engagement and personalized solutions. The role emphasizes clear product explanations, responsible guidance on mortgages, and adherence to risk and regulatory standards.

Ideal candidates have 1+ years in client-facing roles, teller/cash-handling experience, and strong communication skills, with basic Microsoft Office proficiency and NMLS eligibility.

Qualifications

• High School Diploma or GED (or equivalent)
• 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 with clients and colleagues
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to obtain and maintain NMLS registration as required for the role

Responsibilities

• Acquire and deepen client relationships through consultative engagement
• Explain bank products, benefits, and risks in clear language
• Provide personalized solutions and next steps for clients
• Guide clients on mortgage inquiries and residential lending options
• Maintain compliance and accurate documentation in all activities

Skills

Customer service

Sales skills

Relationship building

Communication

Banking knowledge

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Warminster, Pennsylvania seeks a banking professional to acquire and deepen client relationships through consultative engagement and personalized solutions. The role emphasizes clear product explanations, responsible guidance on mortgages, and adherence to risk and regulatory standards.

Ideal candidates have 1+ years in client-facing roles, teller/cash-handling experience, and strong communication skills, with basic Microsoft Office proficiency and NMLS eligibility.