Banking Associate - Customer Finance Advisor

TD Bank; Pennsylvania; On-site; USD 30,307 - 38,228; Full time

Job summary

TD Bank in Chalfont, PA is seeking a Banking Associate to handle daily banking transactions and offer guidance on TD products and services. The role emphasizes building trust through educational content, consultative support, and proactive recommendations.

You will engage with customers, open accounts, and support them across teller and platform channels while meeting service standards and regulatory requirements. This is a full-time, on-site position at a TD store location.

Qualifications

• High school diploma or GED required.
• Experience in customer service preferred.
• Ability to work evenings, weekends and holidays.
• Strong communication and problem-solving skills.

Responsibilities

• Process everyday banking transactions accurately on teller line or platform.
• Open new accounts and educate customers on banking products and services.
• Provide financial guidance and proactive recommendations to customers.
• Generate and nurture leads to deepen customer relationships.
• Maintain accuracy and compliance with TD policies and procedures.

Skills

Customer service

Cash handling

Upselling

Microsoft Office

Financial products knowledge

Education

High school diploma or GED

Tools

TD banking platform

Job description

TD Bank in Chalfont, PA is seeking a Banking Associate to handle daily banking transactions and offer guidance on TD products and services. The role emphasizes building trust through educational content, consultative support, and proactive recommendations.

You will engage with customers, open accounts, and support them across teller and platform channels while meeting service standards and regulatory requirements. This is a full-time, on-site position at a TD store location.