Relationship Banking Advisor – Mortgage & Solutions

TD; Chadds Ford Township (PA); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank in Chadds Ford, PA seeks a Banking Professional to cultivate and sustain client relationships by delivering personalized solutions that support long-term financial goals.

You will acquire new clients and deepen relationships through consultative engagement and disciplined execution while upholding risk and regulatory standards. This role emphasizes relationship-building, mortgage awareness, and compliance in daily interactions.

Qualifications

• High School Diploma or GED (or equivalent).
• 2+ years of client-facing sales or relationship-building experience.
• Banking environment background preferred (teller/relationship banking).
• Proven consultative conversations to uncover needs and propose solutions.
• Strong communication across diverse client populations.
• Ability to multitask and meet deadlines in a fast-paced setting.
• Proficiency with Microsoft Office and typical workplace tech.
• Ability to obtain/maintain NMLS registration as required.
• Notary license preferred.

Responsibilities

• Cultivate and sustain long-term client relationships through leads and outbound efforts.
• Lead engagement across walk-in, appointment, and outreach to deepen relationships.
• Provide needs-based guidance on a broad range of products and services.
• Ensure risk and regulatory standards are upheld with accurate documentation.
• Act as a client advocate, delivering personalized guidance and proactive outreach.

Skills

Relationship building

Sales experience

Communication skills

Microsoft Office

NMLS registration

Education

High School diploma

Tools

Microsoft Office

Job description

TD Bank in Chadds Ford, PA seeks a Banking Professional to cultivate and sustain client relationships by delivering personalized solutions that support long-term financial goals.

You will acquire new clients and deepen relationships through consultative engagement and disciplined execution while upholding risk and regulatory standards. This role emphasizes relationship-building, mortgage awareness, and compliance in daily interactions.