Relationship Banking Specialist

TD Bank Group; Havertown (Delaware County); Vor Ort; USD 31.000 - 40.000; Vollzeit

Zusammenfassung

TD Bank Group in Havertown, PA, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will help clients achieve financial goals by delivering personalized solutions while adhering to risk and regulatory standards.

Responsibilities include proactive client outreach, discovery of needs, and guiding clients to suitable mortgage and banking options.

Qualifikationen

• 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.
• Basic proficiency with Microsoft Office or similar workplace technologies.
• Ability to obtain and maintain active NMLS registration as required for the role.
• Notary license preferred.

Aufgaben

• Drives client acquisition and growth at the bank location, engaging clients through walk-ins, lead management and outreach.
• Engages clients with curiosity, discovers needs, and explains options with clarity and transparency.
• Delivers personalized solutions and next steps, connecting clients to appropriate products and services.
• Maintains accurate documentation and complies with risk and regulatory standards.
• Educates clients on TD products, services, and digital capabilities to improve financial wellness.
• Builds strong client relationships through consistent, personalized interactions.
• Adheres to policies and regulatory requirements to protect clients and the bank.

Kenntnisse

Communication skills

Client relationship building

Multi-tasking

Problem solving

Microsoft Office

Ausbildung

High School Diploma or GED

NMLS registration (required by role)

Notary license (preferred)

Jobbeschreibung

TD Bank Group in Havertown, PA, is seeking a banking professional to acquire and deepen client relationships through consultative engagement and disciplined execution. You will help clients achieve financial goals by delivering personalized solutions while adhering to risk and regulatory standards.

Responsibilities include proactive client outreach, discovery of needs, and guiding clients to suitable mortgage and banking options.