Relationship Banking Advisor (Mortgage & Growth)

TD Bank Group; Upper Southampton Township (PA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Southampton, PA is seeking a Mortgage Loan Originator to help clients achieve their financial goals by offering personalized lending solutions. You will acquire and deepen client relationships through consultative engagement while adhering to risk and regulatory standards.

Responsibilities include engaging clients at the branch, explaining options, guiding mortgage inquiries, and coordinating with partners to deliver next steps.

Qualifications

• High School Diploma or GED required.
• 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.

Responsibilities

• Drives client acquisition and relationship growth at the bank location through walk‑in opportunities and outreach.
• Engages clients with curiosity and discovers client needs to offer suitable solutions.
• Explains features, benefits, and risks of banking products in clear terms.
• Delivers personalized mortgage solutions and coordinates next steps with clients and partners.
• Adheres to TD risk, regulatory standards, and maintains accurate documentation.

Education

High School Diploma or GED

NMLS registration eligibility

Notary License (preferred)

Job description

TD Bank in Southampton, PA is seeking a Mortgage Loan Originator to help clients achieve their financial goals by offering personalized lending solutions. You will acquire and deepen client relationships through consultative engagement while adhering to risk and regulatory standards.

Responsibilities include engaging clients at the branch, explaining options, guiding mortgage inquiries, and coordinating with partners to deliver next steps.