Relationship Banking Advisor

TD Bank

Warminster Township (Bucks County)

On-site

USD 47,000 - 60,000

Full time

4 days ago

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Job summary

TD Bank in Warminster, PA seeks a banking professional to build trusted relationships and deliver personalized financial solutions. The role focuses on acquiring and deepening clients through consultative engagement, strong product knowledge, and disciplined execution that aligns with TD's risk standards.

Expect responsibilities around client discovery, product recommendations, and ongoing guidance to enhance financial well-being.

Qualifications

High School Diploma or GED or equivalent.
1+ years of experience engaging with clients in service, sales, or relationship-building.
Teller or cash-handling experience in a financial institution preferred.
Experience educating clients on products and services in a consultative manner.
Excellent communication with clients and colleagues.
Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
Ability to obtain and maintain NMLS registration as required.
Notary License (or ability to obtain) preferred.

Responsibilities

Delivers welcoming, personalized client experience through meaningful discovery and trust-building.
Act as primary point of accountability for client concerns, resolving issues end-to-end.
Drives client acquisition, retention, and relationship growth for the bank location.
Balances client needs with risk and compliance, ensuring accurate capture of information.
Reinforces TD's brand and client strategy in every interaction to promote a relationship-led experience.
Educates clients on TD products and digital tools to support financial well-being.