Relationship Banking Specialist

TD; Harleysville (PA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD in Harleysville, PA, is seeking a banking professional to partner with clients, helping them confidently achieve financial goals by delivering personalized solutions that support well-being. The role emphasizes relationship-driven service while adhering to TD's risk and regulatory standards.

The successful candidate will acquire and deepen client relationships through consultative engagement, clear communication, and disciplined execution, including mortgage-related inquiries when relevant.

Qualifications

• 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.
• Demonstrated ability to communicate clearly and effectively with clients and colleagues.
• Demonstrated ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
• Ability to obtain and maintain active registration with NMLS as required for the role.

Responsibilities

• Act as primary point of accountability for client concerns, resolving issues end-to-end where possible.
• Drive client acquisition, retention, and relationship growth for the bank location.
• Apply sound judgment to balance client needs with risk and compliance requirements.
• Provide ongoing guidance on TD products, services, and digital capabilities to improve financial wellness.
• Engage in meaningful discovery to build trust and establish credibility with clients.

Skills

Client engagement

Relationship building

Sales experience

Communication

multitasking

Problem solving

MS Office

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD in Harleysville, PA, is seeking a banking professional to partner with clients, helping them confidently achieve financial goals by delivering personalized solutions that support well-being. The role emphasizes relationship-driven service while adhering to TD's risk and regulatory standards.

The successful candidate will acquire and deepen client relationships through consultative engagement, clear communication, and disciplined execution, including mortgage-related inquiries when relevant.