Client Banking Associate: Relationship Builder

TD; Lansdale (Montgomery County); On-site; USD 30,000 - 38,000; Full time

Job summary

TD in Lansdale, PA is seeking a client-focused banking professional to deliver everyday banking services and help clients achieve their financial goals. You will serve as the first point of contact, guiding clients through transactions, educating them on products, and connecting them to specialists as needed.

The role requires reliable communication, strong organization, and the ability to work evenings, weekends, and holidays.

Qualifications

• High school diploma or GED.
• 1+ years experience working with clients.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Excellent communication and organizational skills.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• Manage the overall client experience by guiding client flow and handling inquiries.
• Act as hospitality ambassador, delivering relationship-driven service.
• Educate clients on banking products and digital capabilities.
• Schedule appointments for consumer account needs and deepen opportunities.
• Ensure compliance with policies and manage risk in daily operations.

Skills

Excellent communication skills

Strong organization skills

Problem-solving skills

Schedule and prioritize work

Work independently

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Job description

TD in Lansdale, PA is seeking a client-focused banking professional to deliver everyday banking services and help clients achieve their financial goals. You will serve as the first point of contact, guiding clients through transactions, educating them on products, and connecting them to specialists as needed.

The role requires reliable communication, strong organization, and the ability to work evenings, weekends, and holidays.