Relationship Banker I - 325 Main Street, Harleysville, PA (30 Hours)

TD•Harleysville, PA

4d•$23 - $29•Onsite

About The Position

The Relationship Banker I is a banking professional who brings TD’s relationship-driven banking experience to life by partnering with clients to help them achieve their financial goals. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution, while adhering to risk and regulatory standards. At a bank location, the banker engages clients through walk-in opportunities, lead management, and outbound outreach; conducts goals-based discovery; explains relevant options clearly and transparently; and connects clients with appropriate products, services, or partners. The banker provides ongoing guidance on TD products, services, and digital capabilities, supports residential mortgage inquiries and referrals, and follows through with clients to strengthen long-term relationships. The role also requires accurate documentation, sound risk awareness, compliance with policies and regulations, and protection of client and Bank interests. It contributes to team success by completing required training, sharing best practices, collaborating with colleagues, and participating in development and performance activities.

Requirements

High school diploma or GED, or an equivalent combination of education and experience.
At least 1 year of experience engaging with clients in a service, sales, or relationship-building environment.
Experience educating clients on products and services in a consultative manner.
Ability to communicate clearly and effectively with clients and colleagues.
Ability to manage multiple tasks, prioritize work, and meet deadlines in a fast-paced environment.
Sound judgment and problem-solving skills in client interactions.
Basic proficiency with Microsoft Office or similar workplace technologies.
Ability to complete required job-related training after hire.
Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS), as required for the role.
Must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
Must be eligible for registration as a registered mortgage loan originator with the NMLS under the SAFE Act.
Satisfactory criminal background and credit report checks, and required applicant statements or certifications regarding government agency or authority findings.

Nice To Haves

Teller or cash-handling experience in a financial institution.
Notary license, or ability to obtain one.

Responsibilities

Acquire and deepen client relationships through walk-in opportunities, lead management, and outbound outreach.
Engage clients in meaningful, goals-based discovery to understand their needs and priorities.
Explain relevant product and service options, including features, benefits, and potential risks, in clear and transparent language.
Provide personalized solutions and next steps, connecting clients to appropriate products, services, or partners.
Establish follow-up steps and provide ongoing guidance on TD products, services, and digital banking capabilities.
Accept mortgage inquiries, refer clients for mortgage solutions, and participate in other residential lending activities.
Deliver a welcoming, personalized client experience and resolve client concerns end-to-end where possible, escalating when appropriate.
Identify opportunities to improve client outcomes, deepen relationships, and grow the bank location’s client base.
Maintain accurate client information and documentation, follow policies and regulations, and identify and escalate potential discrepancies or risk indicators.
Verify client identification and follow AML, authentication, and documentation requirements.
Complete required training and strengthen risk and compliance knowledge.
Share insights and best practices, collaborate with colleagues and partners, and contribute to a positive, inclusive team environment.