Relationship Banking Associate I

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

Job summary

TD Bank Group in Jenkintown, PA is seeking a banking professional to acquire and deepen relationships with clients through consultative engagement and in-depth product knowledge. The role emphasizes delivering personalized financial solutions while adhering to risk and regulatory standards.

Responsibilities include engaging clients through walk-ins and outbound outreach, explaining options clearly, and connecting clients to mortgage products or other lending services as appropriate.

Qualifications

• High School Diploma or GED required; 1+ years of client service, sales, or relationship-building experience in a fast-paced environment.

Responsibilities

• Drive client acquisition and deepen relationships through walk-in engagement, lead management, and outbound outreach.
• Provide consultative guidance with product knowledge to deliver personalized financial solutions.
• Explain options clearly, including risks, to help clients achieve financial goals while complying with policies and regulations.
• Build long-term client relationships through consistent, personalized interactions and proactive follow-ups.

Skills

Customer service

Relationship building

Communication

Sales experience

Education

High School Diploma or GED

Job description

TD Bank Group in Jenkintown, PA is seeking a banking professional to acquire and deepen relationships with clients through consultative engagement and in-depth product knowledge. The role emphasizes delivering personalized financial solutions while adhering to risk and regulatory standards.

Responsibilities include engaging clients through walk-ins and outbound outreach, explaining options clearly, and connecting clients to mortgage products or other lending services as appropriate.