Retail Banker I - 120 West Eagle Road, Havertown, PA (Full Time)

TD Bank • Havertown, PA

1d • Onsite

About The Position

The Retail Banker I is a banking professional who delivers TD’s relationship-driven banking experience by partnering with clients to help them pursue their financial goals. The role acquires and deepens client relationships through consultative engagement, product knowledge, and disciplined execution, while meeting risk and regulatory standards. Based at a bank location, the role engages walk-in clients, manages leads, and conducts outbound outreach; discovers client needs and priorities; explains relevant options and their risks; and connects clients with appropriate products, services, or partners. The Retail Banker I also supports clients with mortgage inquiries and residential lending referrals, provides ongoing guidance on TD products and digital banking, and follows through on client needs with accurate documentation and clear next steps.

The position serves as an accountable point of contact for client concerns, supports relationship growth and retention, and safeguards client and bank interests through compliance with policies, AML requirements, authentication standards, and applicable mortgage-originator regulations. The role requires completing training, collaborating with colleagues, sharing best practices, and contributing to a positive, inclusive team environment.

The role is based at 120 West Eagle Road in Havertown, Pennsylvania. It is listed as full-time with 40 hours and an hourly pay range of $22.50–$29.00. Physical requirements include continuous sedentary work, multitasking, standard office equipment use, concentration, and reading and writing; frequent sitting and standing; and occasional walking, travel, lifting, and other movements described in the posting.

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 upon hire.
• Ability to obtain and maintain active registration with the Nationwide Mortgage Licensing System and Registry (NMLS), as required for the role.
• Eligibility for employment with a covered financial institution under applicable Regulation Z standards.
• Eligibility for registration as a registered mortgage loan originator with the NMLS under the SAFE Act.
• Satisfactory criminal background check and credit report check, and required 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

• Engage walk-in clients, manage leads, and conduct outbound outreach to acquire clients and build relationships.
• Establish the purpose of client interactions and conduct goals-based discovery to uncover needs and priorities.
• Explain relevant banking options, including features, benefits, and potential risks, in clear and transparent language.
• Provide personalized solutions and next steps by connecting clients with appropriate products, services, or partners.
• Provide ongoing client guidance and education on TD products, services, and digital capabilities.
• Build and strengthen client relationships through consistent, personalized interactions; support acquisition, retention, and relationship growth.
• Accept mortgage inquiries, refer clients for mortgage solutions, and conduct other residential lending activities as applicable.
• Resolve client concerns end-to-end where possible and escalate issues promptly when needed.
• Maintain accurate client information and documentation, follow operational procedures and regulatory requirements, and apply sound risk judgment.
• Verify client identity, maintain data integrity, follow authentication standards, and comply with AML laws and other requirements.
• Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
• Complete required training and strengthen risk and compliance knowledge.
• Share insights and best practices, collaborate with team members and partners, and contribute to a positive work environment.
• Participate in performance and development activities and take accountability for outcomes.

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
• Banking benefits and discounts
• Career development
• Reward and recognition
• Variable compensation or incentive awards, including potential cash and/or equity awards subject to plan eligibility
• Training and onboarding
• Access to an online learning platform and mentoring programs

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED