Associate Banking Advisor: Customer Growth & Education

TD Bank; Montgomeryville (Montgomery County); On-site; USD 30,000 - 39,000; Part time

Job summary

TD Bank in Montgomeryville, PA is seeking a Banking Associate to perform everyday banking transactions and educate customers on TD products and services. The role supports building trust with customers through educational content, tools, and proactive guidance.

You will handle teller and platform tasks, manage referrals, and help customers reach their financial goals. The position requires a high school diploma or GED, 1 year of customer-facing experience, strong communication, and the ability

Qualifications

• High school diploma or GED is required.
• About 1 year of customer-facing experience is preferred.
• Notary license is a plus.
• Excellent communication and organizational skills are essential.

Responsibilities

• Process customer transactions accurately on teller lines and platforms.
• Open new accounts and educate customers on products and services.
• Provide consultative advice and lead management to deepen relationships.
• Schedule appointments and manage referrals to partners as needed.
• Deliver legendary customer service in line with TD policies.

Skills

Excellent communication skills

Strong organization skills

Problem solving skills

Education

High school diploma or GED

1 year experience working with customers

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Montgomeryville, PA is seeking a Banking Associate to perform everyday banking transactions and educate customers on TD products and services. The role supports building trust with customers through educational content, tools, and proactive guidance.

You will handle teller and platform tasks, manage referrals, and help customers reach their financial goals. The position requires a high school diploma or GED, 1 year of customer-facing experience, strong communication, and the ability