Relationship Banker I/Aramingo/Bilingual Spanish preferred (30hrs)
TD · Philadelphia, PA · 2 wk ago
On-siteFinance$22.5–$29/hrPart-time
About the role
This role is a banking professional who plays a vital role in bringing TD's human, relationship driven banking experience to life by partnering with clients to help them confidently achieve their financial goals by delivering personalized solutions that support overall financial well-being. This role is accountable for acquiring and deepening client relationships through consultative engagement, strong product knowledge, and disciplined execution that drive meaningful client outcomes while adhering to TD's risk and regulatory standards.
Responsibilities
- Drives acquisition in a bank location by engaging clients through walk-in opportunities, lead management, and outbound outreach, building meaningful connections that help clients achieve their financial goals
- Engages clients with curiosity, establishes purpose for the interaction, and conducts meaningful, goals-based discovery to uncover client needs and priorities
- Applies foundational banking knowledge to interpret client needs and validate understanding. Clearly explains relevant options, including features, benefits, and potential risks, using simple and transparent language to help clients make informed decisions aligned to their financial goals
- Delivers personalized solutions and next best actions, connecting clients to appropriate products, services, or partners
- Executes with accuracy and discipline, establishing clear next steps and follow-up, and reinforces the client relationship to support long-term financial progress
- Serves as a trusted client advocate by providing ongoing guidance, educating clients on TD products, services, and digital capabilities to simplify everyday banking and improve financial wellness
- Builds and strengthens client relationships through consistent, personalized interactions that reflect a client-first approach
- Engages clients on mortgage products, accepting mortgage inquiries, referring clients for mortgage solutions, or other residential lending activities
- Adheres to all policies, procedures, and regulatory requirements, ensuring accurate documentation, strong risk awareness, and protection of the client and the Bank