Relationship Banking Advisor

TD; Havertown (Delaware County); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank is seeking a client-focused banking professional in Havertown, PA, to acquire and deepen client relationships through consultative engagement and in-depth product knowledge. You will guide customers through personalized solutions, explain options clearly, and manage follow-up to support long-term financial progress.

This role emphasizes risk awareness, regulatory compliance, and excellence in client service, with mortgage-related inquiries and referrals as part of daily activities.

Qualifications

• High School Diploma or GED required.
• 1+ years of client-facing experience in service, sales, or relationship-building.
• Teller or cash-handling experience preferred.
• Experience educating clients on products and services in a consultative manner.
• Strong communication and multitasking abilities.
• Ability to obtain NMLS registration as required for the role.

Responsibilities

• Drive client acquisition at a bank location through walk-ins, outreach, and referrals.
• Perform needs-based discovery to identify client goals and priorities.
• Explain TD products and services with clear, transparent language and discuss risks and benefits.
• Deliver personalized solutions and next steps to progress client financial goals.
• Maintain accurate documentation and comply with risk and regulatory standards.

Job description

TD Bank is seeking a client-focused banking professional in Havertown, PA, to acquire and deepen client relationships through consultative engagement and in-depth product knowledge. You will guide customers through personalized solutions, explain options clearly, and manage follow-up to support long-term financial progress.

This role emphasizes risk awareness, regulatory compliance, and excellence in client service, with mortgage-related inquiries and referrals as part of daily activities.