Banking Associate: Personal Banking & Client Advisor

TD; Montgomeryville (Montgomery County); On-site; USD 30,000 - 37,000; Full time

Job summary

TD Banking is seeking a Banking Associate at the Montgomeryville store to deliver TD’s brand promise. You will handle everyday transactions, open accounts, and educate customers on banking products and tools to help achieve financial goals.

The role requires customer service experience, strong communication, and the ability to work evenings, weekends, and holidays. TD offers comprehensive training and opportunities for growth.

Qualifications

• High school diploma or GED required.
• 1 year experience working with customers preferred.
• Excellent communication and problem-solving skills.
• Ability to work during evenings, weekends and holidays as scheduled.

Responsibilities

• Process everyday banking transactions on teller line or platform.
• Open new accounts and educate customers on products and services.
• Provide financial advice and guidance to customers to deepen relationships.
• Refer customers to appropriate team member or Bank partner as needed.
• Maintain accuracy and comply with policies and procedures.

Skills

Customer service

Microsoft Office

Communication

Attention to detail

Education

High school diploma or GED

Job description

TD Banking is seeking a Banking Associate at the Montgomeryville store to deliver TD’s brand promise. You will handle everyday transactions, open accounts, and educate customers on banking products and tools to help achieve financial goals.

The role requires customer service experience, strong communication, and the ability to work evenings, weekends, and holidays. TD offers comprehensive training and opportunities for growth.