Jobs · Sales · Pennsylvania

Relationship Banker I - Harleysville PA (30 Hours)

TD · Harleysville, PA · 1 mo ago
On-siteSales$22.5–$29/hrPart-time
We need to output only HTML fragment, no html/body tags, no markdown fences. Use

for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where posting has real specific content. We must preserve all substantive info, not invent or summarize away detail. Remove boilerplate like EEO, legal, etc. Also remove duplicated lines, application instructions, cookie/navigation etc. We need to parse the posting. Key info: - Work Location: Harleysville, Pennsylvania, United States of America - Hours 30 (likely 30 hours per week) - Pay Details $22.50 - $29.00 USD - TD is committed to providing fair and equitable compensation opportunities... (some generic text about compensation policies). We need to include Pay section only if posting actually states them. It does state Pay Details $22.50 - $29.00 USD. So we can include Pay section with that info. Also maybe mention that base pay may vary based on skills etc. That's part of compensation description. Should we include that? It's part of Pay details. We'll include in Pay section. - Hours: 30 (maybe schedule). Could include Schedule section if posting states hours. It says "Hours 30". So we can include Schedule section with "30 hours per week". Also maybe mention location? Not a heading. - About the role: The job description paragraph after "Job Description". That is substantive. So we can have About the role section with that paragraph. - Responsibilities: The bullet-like list under "Depth & Scope". Those are sentences each starting with a verb. They are duties. We'll put them in
  • under Responsibilities. - Requirements: Education & Experience section includes bullet points. We'll put those under Requirements (or Qualifications?). The spec says we can use Requirements, Qualifications, Skills. We need to decide which sections to include based on content. There's Education & Experience (high school diploma, 1+ years experience, teller/cash-handling preferred, educating clients, communication, multitasking, problem solving, MS Office, training, NMLS registration, Notary license preferred). That's qualifications/requirements. We'll put under Requirements. - Skills: maybe we can extract skills like communication, problem solving, MS Office, etc. But we already have them in Requirements. Could also have a Skills section for specific skills like "consultative engagement, product knowledge, relationship building". However to avoid duplication, we could put those under Responsibilities or Requirements. The instruction: Prefer a few substantive sections over many thin ones. So we might combine Education & Experience and Skills into Requirements. But we also have a separate "Customer Accountabilities", "Shareholder Accountabilities", "Employee/Team Accountabilities", "OCC Language", "Physical Requirements". Those could be considered Responsibilities or Requirements? They are more like accountabilities and physical requirements. Could be part of Responsibilities or maybe separate sections like "Accountabilities". But we only allowed headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We cannot create other headings. So we need to fit content into those allowed headings. We can put accountabilities under Responsibilities (as they are duties). Physical requirements maybe under Requirements? Or maybe we can omit physical requirements if not fitting? But we must preserve ALL substantive information; we cannot omit. However we could incorporate physical requirements into Requirements (as they are requirements). Or we could put them under Responsibilities? They are not duties but physical demands. Could be considered Requirements (job requirements). We'll include them under Requirements as bullet points. - Benefits: The posting mentions "Our Total Rewards Package" describing benefits: base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, reward and recognition. That's substantive. So we can include Benefits section with that list. - Pay: we already have. - Schedule: we have Hours 30. - About the role: we have the job description paragraph. - Responsibilities: Depth & Scope list. - Requirements: Education & Experience, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities, OCC Language, Physical Requirements. We must avoid boilerplate like EEO, legal, etc. Also remove duplicated lines, application instructions, etc. Also remove "Who We Are", "Our Total Rewards Package" maybe we keep benefits part but not the fluff? The "Our Total Rewards Package" paragraph is substantive about benefits. We'll keep that. We must not repeat the job title as heading. Not present. We must not put Job ID/requisition numbers as headings. We must not create Pay/Schedule/Benefits sections unless posting actually states them. It does state Pay Details and Hours, and Total Rewards (benefits). So we include those. We must not emit a heading followed by filler/placeholder text like "commensurate with experience", etc. We have actual numbers. Now produce HTML fragment. Structure:

    About the role

    ... paragraph ...

    Responsibilities

    • ...
    • ...

    Requirements

    • ...
    • ...

    Benefits

    • ...
    • ...

    Pay

    $22.50 - $29.00 USD per hour. Base pay may vary based on candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

    Schedule

    30 hours per week.

    We need to ensure we preserve all substantive info. Let's extract each piece. About the role paragraph: The text after "Job Description" up to before "Depth & Scope". Let's copy: "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." That's the paragraph. We'll keep that. Responsibilities: Depth & Scope list items (each sentence). Let's list them: - 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 We need to ensure we keep each as separate
  • . Some sentences have two sentences combined (like the third item). We'll keep as one
  • with both sentences. Now Requirements: We'll combine Education & Experience, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities, OCC Language, Physical Requirements. Education & Experience bullet points (as given): - High School Diploma or GED (or equivalent combination of education and experience) - 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 - Ability to exercise 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 - Notary License (or ability to obtain) preferred Customer Accountabilities bullet points (each sentence): - Accountable for delivering a welcoming, personalized client experience by actively engaging in meaningful discovery that builds trust and establishes credibility - Serves as the primary point of accountability for client concerns, resolving issues end-to-end where possible and ensuring timely escalation when required - Drives client acquisition, retention, and relationship growth for the bank location by proactively identifying opportunities to deepen relationships and improve client outcomes - Applies sound judgment to balance client needs with risk and compliance requirements, ensuring accurate capture of client information and alignment to policies - Consistently brings TD’s brand and client strategy to life through every interaction, reinforcing a differentiated, relationship-led experience Shareholder Accountabilities bullet points: - Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client - Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards - Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure - Acts in accordance with TD's code of conduct and ethical standards in every decision - Protects TD's clients, colleagues and the Bank - Do the right thing - own it, raise it, know it Employee/Team Accountabilities bullet points: - Completes required training and continuously strengthen risk and compliance knowledge - Share insights, lessons learned, and best practices across the team - Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team - Takes accountability for outcomes and performance by participating in performance and development activities; proactively sharing insights, lessons learned, and best practices across the team - Embraces different perspectives, backgrounds, and experiences - Models curiosity and seeks out different perspectives to foster a growth mindset - Collaborates with team members and partners in contributing to the success of the team and organization OCC Language bullet points (these are legal requirements but we keep as requirements): - This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.5102 et seq., and its implementing regulations, 12 CFR Part 1007 - Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36 - Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C.5102 et seq., and its implementing regulations, 12 CFR Part 1007 - Satisfactory results on a

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