Relationship Banker II: Client-Centric Banking Advisor

TD; Hatfield (MA); On-site; USD 48,000 - 64,000; Full time

Job summary

TD is seeking a Banking Associate in Hatfield, PA to cultivate and deepen client relationships through consultative engagement and needs-based guidance, delivering personalized banking solutions aligned with long-term financial goals.

You will acquire new clients while expanding existing relationships, leveraging product knowledge and TD's risk framework to ensure compliant, holistic financial guidance across mortgage and banking services.

Qualifications

• 2+ years of experience engaging clients in a sales, service, or relationship-building capacity.

Responsibilities

• Cultivates and sustains long-term client relationships through leads management and outbound efforts in a bank location.
• Leads client engagement across walk-in, appointment, and outbound opportunities with discovery to uncover needs.
• Provides tailored guidance on products/services to support client financial goals while managing risk and regulatory requirements.
• Documents client information accurately and collaborates with partners to execute referrals.
• Acts as client advocate, building trust and delivering a differentiated, relationship-led experience.

Skills

Relationship building

Active listening

Consultative selling

Regulatory awareness

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD is seeking a Banking Associate in Hatfield, PA to cultivate and deepen client relationships through consultative engagement and needs-based guidance, delivering personalized banking solutions aligned with long-term financial goals.

You will acquire new clients while expanding existing relationships, leveraging product knowledge and TD's risk framework to ensure compliant, holistic financial guidance across mortgage and banking services.