Relationship Banker I - 502 Ridge Pike, Conshohocken, PA (Full Time)
Core
A banking professional who partners with clients to deliver personalized financial solutions and achieve their financial goals.
Role type
Relationship Banker
Builds
Client relationships and financial well-being
Domain
Personal & Commercial Banking
Deliverable
client delivery
Required skills
consultative engagement, product knowledge, client acquisition, mortgage product knowledge, regulatory compliance, risk awareness, client education, relationship management
Preferred skills
teller experience, cash handling, NMLS registration, notary license
Responsibilities
Engage clients through walk-in opportunities, lead management, and outbound outreach; conduct goals-based discovery to uncover client needs; deliver personalized solutions and connect clients to appropriate products; execute accurate documentation and follow-up; educate clients on TD products and digital capabilities; refer clients for mortgage solutions; adhere to AML laws and regulatory requirements.
Seniority
Entry-level, individual contributor