Relationship Banking Specialist

TD Bank, N.A.; Baptist Hill (PA); On-site; USD 31,000 - 40,000; Part time

Job summary

TD Bank Group in Devon, PA is seeking a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. You will deliver personalized solutions, explain options clearly, and guide clients toward bank products supporting their financial goals.

The role emphasizes regulatory adherence, risk awareness, and ongoing client education on TD services and digital tools to simplify daily banking and enhance financial well-being.

Qualifications

• High School Diploma or GED or equivalent experience.
• 1+ years in a service, sales, or relationship-building role.
• Teller or cash-handling experience preferred in a financial institution.
• Ability to educate clients on products and services in a consultative manner.
• Strong communication skills 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 preferred.

Responsibilities

• Engage clients to acquire and deepen relationships through consultative discovery.
• Explain banking options clearly, highlighting features, benefits and risks.
• Deliver personalized solutions and next steps to clients.
• Maintain compliance with risk and regulatory standards.
• Provide ongoing guidance on TD products and digital capabilities.

Skills

Client communication

Relationship building

Sales / cross-selling

Problem solving

Attention to detail

Education

High School Diploma or GED

NMLS registration (required)

Tools

MS Office

Job description

TD Bank Group in Devon, PA is seeking a banking professional to acquire and deepen client relationships through consultative engagement and strong product knowledge. You will deliver personalized solutions, explain options clearly, and guide clients toward bank products supporting their financial goals.

The role emphasizes regulatory adherence, risk awareness, and ongoing client education on TD services and digital tools to simplify daily banking and enhance financial well-being.