Client Banking Associate & Relationship Builder

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

Job summary

TD Bank in Philadelphia is seeking a customer service associate to support everyday banking needs, open basic consumer accounts, and answer client questions with accuracy and care. You will be the hospitality ambassador at the branch, guiding clients through transactions and helping them understand available products.

The role emphasizes relationship-building, risk awareness, and clear communication. Candidates should have a high school diploma and prior client-facing experience; This position

Qualifications

• High school diploma or GED required.
• 1+ years of experience working with clients.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled.
• Ability to complete required job-related training upon hire.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated effective problem-solving skills.
• Demonstrated ability to schedule and prioritize work.
• Demonstrated ability to work independently and within deadlines.
• Sound judgment in decision making and problem solving.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as the hospitality ambassador for the financial center, delivering consistent client experiences.
• Creates personalized, client-first interactions that build trust and strengthen relationships.
• Proactively educates clients on banking products and digital capabilities to enhance convenience.
• Engages clients through proactive outreach, including scheduling appointments for consumer needs.
• Balances client needs with risk awareness to ensure compliant outcomes.
• Advocates for clients with empathy and integrity.

Skills

Communication

Customer service

Problem solving

Attention to detail

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Philadelphia is seeking a customer service associate to support everyday banking needs, open basic consumer accounts, and answer client questions with accuracy and care. You will be the hospitality ambassador at the branch, guiding clients through transactions and helping them understand available products.

The role emphasizes relationship-building, risk awareness, and clear communication. Candidates should have a high school diploma and prior client-facing experience; This position