Relationship Banker: Guide Clients to Financial Goals

TD; Aston Township (PA); On-site; USD 32,000 - 40,000; Full time

Job summary

TD Bank in Aston, Pennsylvania, is seeking a banking professional to bring a relationship-driven experience to life by partnering with clients to help them confidently achieve financial goals through personalized solutions that support overall financial well-being.

This role focuses on acquiring and deepening client relationships through consultative engagement, solid product knowledge, and disciplined execution that align with TD's risk and regulatory standards, including mortgage-related

Qualifications

• High School Diploma or GED (or equivalent)
• 1+ years experience engaging with clients in a service, sales, or relationship building environment
• NMLS registration (or ability to obtain)
• Notary License (or ability to obtain) preferred
• Proficiency with Microsoft Office or similar tools

Responsibilities

• Drive client acquisition, retention, and relationship growth for the bank location
• Engage clients with curiosity and conduct meaningful discovery to uncover needs
• Explain TD products clearly, including features, benefits, and risks
• Deliver personalized solutions and next steps
• Maintain compliant, well-documented client interactions
• Educate clients on TD products, services, and digital capabilities to improve financial wellness
• Build trusted client relationships through personalized interactions

Skills

Relationship building

Consultative selling

Product knowledge

Communication

Education

High School diploma or GED

NMLS registration (or ability to obtain)

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank in Aston, Pennsylvania, is seeking a banking professional to bring a relationship-driven experience to life by partnering with clients to help them confidently achieve financial goals through personalized solutions that support overall financial well-being.

This role focuses on acquiring and deepening client relationships through consultative engagement, solid product knowledge, and disciplined execution that align with TD's risk and regulatory standards, including mortgage-related