Relationship Banker I: Personal Banking Advisor

TD; Philadelphia (Philadelphia County); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Philadelphia, PA is seeking a banking professional to acquire and deepen client relationships through consultative engagement, with a focus on mortgage options and personal banking solutions. You will explain products clearly, guide clients to the right services, and ensure compliance with risk and regulatory standards.

You will manage multiple tasks in a fast-paced environment, deliver personalized solutions, and contribute to a trusted client experience while supporting long-term

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience)
• 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 and effectively with clients and colleagues
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment
• Ability to exercise sound judgment and problem-solving skills in client interactions
• Basic proficiency with Microsoft Office or similar workplace technologies
• Ability to complete required job-related training upon hire
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role
• Notary License (or ability to obtain) preferred

Responsibilities

• Drives client acquisition by engaging clients through walk-in opportunities, lead management, and outbound outreach
• Establishes purpose for interactions and conducts goals-based discovery to uncover client needs
• Explains banking options clearly, including features, benefits, and risks
• Delivers personalized solutions and next best actions, connecting clients to products or services
• Maintains accurate documentation and adheres to risk and regulatory requirements
• Educates clients on TD products, services, and digital capabilities to improve financial wellness
• Builds and strengthens client relationships through personalized interactions
• Engages clients on mortgage products and referrals for mortgage solutions
• Acts in compliance with TD’s policies and regulatory requirements

Education

High School Diploma or GED

Job description

TD Bank in Philadelphia, PA is seeking a banking professional to acquire and deepen client relationships through consultative engagement, with a focus on mortgage options and personal banking solutions. You will explain products clearly, guide clients to the right services, and ensure compliance with risk and regulatory standards.

You will manage multiple tasks in a fast-paced environment, deliver personalized solutions, and contribute to a trusted client experience while supporting long-term