Relationship Banker II — Personal Banking & Mortgage Guidance

TD Bank; Springfield Township (Delaware County); On-site; USD 66,621,000 - 88,111,000; Full time

Job summary

TD Bank is seeking a banking professional in Springfield, PA to cultivate client relationships and deliver personalized banking solutions that meet long-term financial goals. You will identify opportunities, engage in consultative conversations, and guide clients through product options while upholding risk and regulatory standards.

The role emphasizes proactive outreach, accurate documentation, and seamless referrals across TD’s network, including mortgage-related inquiries.

Qualifications

• High School Diploma or GED (or equivalent).
• 2+ years of experience engaging clients in sales, service, or relationship-building roles.
• Banking experience preferred (teller, platform, or relationship banking).
• Strong communication, prioritization, and problem-solving skills.
• Ability to obtain/maintain NMLS registration as required. Notary license preferred.

Responsibilities

• Cultivate and sustain long-term client relationships through leads management and outbound efforts.
• Engage clients in conversations, identify needs, and propose banking solutions with proper referrals.
• Deliver needs-based guidance on a broad range of products and services.
• Ensure accurate documentation and adhere to risk and regulatory standards.
• Provide a welcoming, personalized client experience and handle client concerns end-to-end.

Skills

Client engagement

Consultative selling

Relationship building

Effective communication

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank is seeking a banking professional in Springfield, PA to cultivate client relationships and deliver personalized banking solutions that meet long-term financial goals. You will identify opportunities, engage in consultative conversations, and guide clients through product options while upholding risk and regulatory standards.

The role emphasizes proactive outreach, accurate documentation, and seamless referrals across TD’s network, including mortgage-related inquiries.