Banking Associate II: Customer Advisory & Growth

TD Bank, N.A.; Montgomeryville (Montgomery County); On-site; USD 30,000 - 39,000; Full time

Job summary

TD Bank, N.A. is hiring a Banking Associate in Montgomeryville, PA. You will quickly learn TD’s processes, perform everyday banking tasks, open accounts, and educate customers on services and tools to help them reach financial goals.

You will engage customers with consultative advice, manage transactions on teller lines and digital platforms, and support relationship-building through proactive outreach and referrals.

Qualifications

• High school diploma or GED required; 1 year experience with customers preferred.
• Teller training required upon hire; notary license preferred.
• Strong communication, organization and problem-solving skills highly valued.

Responsibilities

• Process customer transactions accurately across teller line and platform.
• Open new accounts and educate customers on products and services.
• Provide financial advice and guidance to help customers meet goals.
• Build trust with customers through educational content and proactive insights.
• Schedule and manage appointments and lead follow-ups to deepen relationships.

Skills

Customer service

Communication

Problem solving

Multi-tasking

Microsoft Office

Education

High school diploma or GED

Teller training

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. is hiring a Banking Associate in Montgomeryville, PA. You will quickly learn TD’s processes, perform everyday banking tasks, open accounts, and educate customers on services and tools to help them reach financial goals.

You will engage customers with consultative advice, manage transactions on teller lines and digital platforms, and support relationship-building through proactive outreach and referrals.