Relationship Banking Advisor

TD; Fallsington (Bucks County); On-site; USD 64,472,000 - 83,097,000; Full time

Job summary

TD in Fairless Hills, Pennsylvania, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and solid product knowledge. You will help clients achieve financial goals by offering personalized solutions and ensuring adherence to TD’s risk and regulatory standards.

Responsibilities include identifying client needs, explaining options clearly, connecting clients to appropriate products, and maintaining strong documentation while promoting TD’s

Qualifications

• High School Diploma or GED (or equivalent).
• 1+ years of client-facing experience in service, sales, or relationship roles.
• 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.
• Proficiency with Microsoft Office or similar workplace technologies.

Responsibilities

• Drive client acquisition and deepen relationships at the bank location.
• Engage clients through discovery to uncover needs and priorities.
• Explain banking options in clear, transparent language, including features, benefits and risks.
• Connect clients with appropriate TD products and services or partners.
• Establish next steps and follow-up to support long-term financial progress.
• Provide ongoing guidance on TD products, services, and digital capabilities.

Skills

Client engagement

Relationship building

Communication

Sales experience

Lead management

Time management

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD in Fairless Hills, Pennsylvania, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and solid product knowledge. You will help clients achieve financial goals by offering personalized solutions and ensuring adherence to TD’s risk and regulatory standards.

Responsibilities include identifying client needs, explaining options clearly, connecting clients to appropriate products, and maintaining strong documentation while promoting TD’s