Relationship Banker II - 929 Horsham Road, Horsham, PA (Full Time)

TD Bank, N.A.

Fairoaks (PA)

On-site

USD 32,000 - 41,000

Full time

14 days+

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Job summary

TD Bank, N.A. is seeking a banking professional in Horsham, PA to cultivate and sustain client relationships through personalized banking solutions.

The role focuses on acquiring new clients and deepening existing relationships via consultative engagement, needs-based guidance, and disciplined execution while upholding risk and regulatory standards. Responsibilities include proactive outreach, broad product guidance, and coordination with partners to ensure successful referrals and client

Qualifications

  • Experience in relationship banking and client advisory.
  • Strong communication and active listening skills.
  • Familiarity with TD policies and risk standards.

Responsibilities

  • Cultivate and sustain long-term client relationships through inbound and outbound activities in a bank location.
  • Identify opportunities to deepen client relationships and meet financial objectives.
  • Engage clients with needs-based questioning and tailored product guidance.
  • Coordinate with partners to ensure effective referrals and follow-through.

Skills

Relationship building
Active listening
Needs-based guidance
Leads management
Product knowledge
Regulatory awareness

Job description

Work Location: Horsham, Pennsylvania, United States of America
Hours: 40
Pay Details: $23.25 - $30.75 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business: Personal & Commercial Banking

Job Description: This role is a banking professional that plays a vital role in bringing TD's human, relationship driven banking experience to life by cultivating and sustaining client relationships through delivering personalized banking solutions that support long term financial goals. This role is accountable for acquiring new clients and deepening existing relationships through consultative engagement, needs-based guidance supported by deep product knowledge and disciplined execution while upholding TD's risk and regulatory standards.

Depth & Scope:
  • Cultivates and sustains long term client relationships through leads management and outbound efforts in a bank location; responsible for identifying opportunities that deepen client relationships that allow clients to meet their financial objectives
  • Proactively engages in client conversations with curiosity, actively listening and accurately capturing information while leveraging TD systems and tools to identify appropriate client solutions and next best actions, ensuring consistent follow-through across all client commitments, including partner hand-offs
  • Consistently leads client engagement across walk-in, appointment, and outbound opportunities, establishing credibility and deepening relationships.
  • Leads purposeful, goals-based discovery with confidence, uncovering both expressed and unexpressed client needs through advanced questioning and active listening
  • Applies strong banking and financial knowledge to interpret client needs and validate understanding.
  • Provides clear, tailored guidance on a broader range of products and services, explaining options, benefits, and risks with confidence to support informed client decisions
  • Delivers advanced, needs-based guidance and manages more complex client scenarios ensuring recommendations reflect a holistic understanding of client goals and financial position while driving partner collaboration and ensuring effective execution of referrals
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