Relationship Banker II: Grow Client Wealth & Mortgage Solutions

TD Bank; Horsham (PA); On-site; USD 33,000 - 43,000; Full time

Job summary

TD Bank in Horsham, Pennsylvania is seeking a banking professional to cultivate and sustain 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, and disciplined execution while upholding TD's risk and regulatory standards.

Qualifications

• High school diploma or GED required.
• 2+ years of experience engaging clients in a sales or relationship role.
• Banking experience preferred.
• Ability to obtain NMLS registration.
• Notary license preferred.

Responsibilities

• Cultivate and sustain long-term client relationships through leads management and outbound efforts.
• Engage in client conversations to identify needs and next actions with TD systems.
• Lead discovery to uncover expressed and unexpressed client needs.
• Provide tailored guidance on a broad range of TD products and services.
• Advocate for clients and coordinate referrals across the TD network.
• Support mortgage inquiries and refer clients for mortgage solutions.

Skills

Client engagement

Needs analysis

Consultative sales

Regulatory compliance

Communication skills

Mortgage knowledge

Microsoft Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Horsham, Pennsylvania is seeking a banking professional to cultivate and sustain 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, and disciplined execution while upholding TD's risk and regulatory standards.