Relationship Banker I: Client Advisory & Mortgage

TD; Garrettford (PA); On-site; USD 47,000 - 60,000; Full time

Job summary

TD Bank is seeking a Banking Specialist in Drexel Hill, PA to engage clients, understand their financial goals, and provide personalized banking solutions. The role emphasizes relationship-building, consultative engagement, and adherence to risk and regulatory standards.

You will interact with clients to understand needs, explain TD products, and guide them toward appropriate financial solutions while maintaining high standards of service and accuracy.

Qualifications

• High School Diploma or GED or equivalent
• 1+ years of experience in service, sales, or relationship-building
• Teller or cash-handling experience preferred
• Experience educating clients on products and services
• Clear and effective communication with clients and colleagues
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment
• Basic proficiency with Microsoft Office
• Ability to complete required job-related training
• Ability to obtain and maintain NMLS registration as required

Responsibilities

• Drive client acquisition at the bank location through walk-ins, leads, and outreach.
• Engage clients with purposeful discovery to uncover needs and priorities.
• Explain options with features, benefits, and risks in clear language.
• Deliver personalized solutions and next steps connecting to products or services.
• Maintain client relationships and provide ongoing guidance for financial well-being.

Skills

Customer service

Communication

Relationship building

Microsoft Office

Time management

Education

High School Diploma or GED

NMLS eligibility (to obtain)

Tools

NMLS Registry

Job description

TD Bank is seeking a Banking Specialist in Drexel Hill, PA to engage clients, understand their financial goals, and provide personalized banking solutions. The role emphasizes relationship-building, consultative engagement, and adherence to risk and regulatory standards.

You will interact with clients to understand needs, explain TD products, and guide them toward appropriate financial solutions while maintaining high standards of service and accuracy.