Relationship Banker: Grow Clients & Mortgage Solutions

TD; Exton (PA); On-site; USD 64,472,000 - 83,097,000; Full time

Job summary

TD Bank in Exton, Pennsylvania, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and product knowledge. You will help clients achieve financial goals by delivering personalized solutions while adhering to TD's risk standards.

The role emphasizes discovering client needs, explaining TD products, and guiding them to the right services. Strong communication and multitasking in a fast-paced environment are essential in delivering value to

Qualifications

• 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.
• Ability to communicate clearly with clients and colleagues.
• Ability to obtain and maintain active NMLS registration.

Responsibilities

• Drive client acquisition by engaging in walk-in, lead management, and outbound outreach.
• Engage clients with discovery to uncover needs and priorities.
• Explain options with clear benefits and risks to help informed decisions.
• Deliver personalized solutions and next steps for clients.
• Maintain accurate documentation and adhere to risk and regulatory standards.
• Provide ongoing guidance on TD products and digital capabilities to improve financial wellness.

Skills

Customer service

Relationship building

Communication

Multitasking

Microsoft Office

Education

High School Diploma or GED

NMLS licensing

Notary license (preferred)

Tools

Microsoft Office

Job description

TD Bank in Exton, Pennsylvania, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and product knowledge. You will help clients achieve financial goals by delivering personalized solutions while adhering to TD's risk standards.

The role emphasizes discovering client needs, explaining TD products, and guiding them to the right services. Strong communication and multitasking in a fast-paced environment are essential in delivering value to