Banking Associate II: Grow Client Relationships

TD Bank Group; Doylestown (Bucks County); On-site; USD 30,000 - 39,000; Full time

Job summary

TD Bank Group in Doylestown, PA, is seeking an Associate Banker II to handle everyday banking transactions, open accounts, and educate customers on TD products. You will provide financial guidance and refer customers to specialists to deepen relationships.

The role requires strong customer service and communication skills, with flexibility to work evenings, weekends and holidays. Teller experience is preferred and training will be provided.

Qualifications

• High school diploma or GED.
• 1 year experience working with customers.
• Demonstrated customer service skills.
• Ability to work during evenings, weekends and holidays as scheduled.
• Teller experience preferred.

Responsibilities

• Process everyday banking transactions either on teller line or platform and educate customers on products and tools.
• Open new accounts and educate customers on banking services.
• Provide financial advice to deepen relationships and refer to appropriate team members.
• Engage in lead management activities: outbound calls, referrals, appointments, and lead prioritization.
• Ensure compliance with policy and procedures and complete required training.

Skills

Customer Service

Microsoft Office

Notary

Education

High school diploma or GED

Job description

TD Bank Group in Doylestown, PA, is seeking an Associate Banker II to handle everyday banking transactions, open accounts, and educate customers on TD products. You will provide financial guidance and refer customers to specialists to deepen relationships.

The role requires strong customer service and communication skills, with flexibility to work evenings, weekends and holidays. Teller experience is preferred and training will be provided.