Relationship Banking Advisor

TD Bank, N.A.; Harleysville (PA); On-site; USD 30,000 - 40,000; Full time

Job summary

TD Bank, N.A. in Harleysville, PA is seeking a Mortgage Loan Originator–friendly banking professional who helps clients reach financial goals by delivering personalized solutions in a relationship-driven approach.

You will engage clients through consultative discovery, discuss TD products and services, and connect them with mortgage solutions while adhering to risk and regulatory standards. This role emphasizes strong communication and disciplined execution to grow client wealth.

Qualifications

• High School Diploma or GED (or equivalent combination of education and experience).
• 1+ years of experience engaging with clients in a service, sales, or relationship building environment.
• 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.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Ability to exercise sound judgment and problem-solving skills in client interactions.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS) as required for the role.
• Notary License (or ability to obtain) preferred.

Responsibilities

• Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility.
• Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required.
• Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes.
• Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies.
• Consistently brings TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience.

Skills

Client engagement

Relationship building

Sales oriented

Communication skills

Education

High School Diploma or GED

NMLS license (required)

Tools

Microsoft Office

Job description

TD Bank, N.A. in Harleysville, PA is seeking a Mortgage Loan Originator–friendly banking professional who helps clients reach financial goals by delivering personalized solutions in a relationship-driven approach.

You will engage clients through consultative discovery, discuss TD products and services, and connect them with mortgage solutions while adhering to risk and regulatory standards. This role emphasizes strong communication and disciplined execution to grow client wealth.