Relationship Banker I/South Broad

TD•Philadelphia, PA

7d•$23 - $29•Onsite

About The Position

The Relationship Banker I is a customer liaison who delivers TD’s brand promise through financial expertise and consultative advice, helping customers identify banking solutions and achieve their financial goals. The role supports business growth by recognizing customer needs, recommending appropriate products and services, and referring customers to relevant colleagues or internal partners. The position requires broad knowledge of banking products, services, and processes, and proficiency in routine transactions. The banker builds and maintains customer relationships by listening actively, explaining product features and benefits, resolving issues, and using customer relationship management tools to identify solutions and conduct focused outbound sales activities. The role also participates in customer outreach, servicing, and advice, discusses loan products, and facilitates application intake. Active NMLS registration is required. The banker helps manage the customer experience in the store, including guiding customer flow, explaining self-service and digital options, and potentially conducting teller transactions. The position follows operational, regulatory, and risk controls, including requirements related to the Bank Secrecy Act and Patriot Act. It also involves collaborating with teammates and partner bankers, participating in development and coaching, and contributing to an inclusive and positive team environment. The role is based in Philadelphia, Pennsylvania. It is listed as 40 hours, with a pay range of $22.50–$29.00 per hour. Physical activities include continuous sedentary work, multitasking, operating standard office equipment, concentration, reading and writing, and frequent sitting and standing. Occasional activities include walking, lifting and carrying items under and over 25 pounds, and various bending, reaching, climbing, and related movements. Occasional domestic travel is listed; international travel is never required.

Requirements

High school diploma or GED.
At least 1 year of experience working with customers and/or in sales in any capacity, or equivalent demonstrated through volunteering, education, or military experience.
Must complete teller training upon hire to handle customer transactions.
Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS).
Must be eligible for employment with a covered financial institution under applicable Regulation Z standards and eligible for registration as a mortgage loan originator with NMLS under the SAFE Act.
Satisfactory criminal background and credit report checks, and required statements or certifications regarding government agency or authority findings.
Ability to organize and handle multiple tasks in a fast-paced environment.
Excellent communication skills, with the ability to communicate concisely, clearly, and consistently.
Ability to schedule and prioritize work, work independently, and meet deadlines.
Sound judgment and effective problem-solving skills.
Proficiency in Microsoft Office.

Nice To Haves

Teller experience.
Demonstrated ability to engage customers in conversations while educating them about products and services.
Notary license.

Responsibilities

Build customer relationships and deliver service, advice, and a personalized customer experience.
Identify customer needs and recommend appropriate TD products and services or refer customers to appropriate team members and internal partners.
Use customer relationship management tools to assess customer needs and identify solutions and focused outbound sales opportunities.
Resolve customer issues, errors, and problems independently, escalating when necessary.
Participate in customer outreach, servicing, and advice activities, including conversations about loan products and facilitating application intake.
Lead customer flow in the lobby by welcoming customers, discovering initial needs, and guiding them appropriately.
Educate customers on self-service and digital banking options based on their preferences and needs.
May perform teller transactions such as check cashing, deposits, transfers, and withdrawals, while following fraud mitigation and operational procedures.
Comply with applicable regulations, company guidelines, risk controls, and operating procedures; complete accurate documentation and due diligence for customer transactions.
Escalate non-standard or high-risk transactions and activities as necessary.
Collaborate with teammates and partner bankers, communicate relevant updates, and make effective referrals.
Participate in training, coaching, performance management, and ongoing professional development.
Contribute to a positive, inclusive work environment and act as a brand ambassador for TD.