Client Banking Specialist: Relationship Focus

TD Bank, N.A.; Olney (MD); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank Group in Olney, MD is seeking a client services associate focused on delivering a trusted, relationship-driven experience. You will handle everyday banking tasks, open basic consumer accounts, and guide clients through options while upholding risk controls and TD policies.

You will engage with customers at the hospitality level, manage client flow, respond to inquiries, coordinate referrals to specialists, and build lasting relationships through clear communication and proactive service

Qualifications

• High school diploma or GED; 1+ year experience in client-facing roles.
• Willing to work evenings, weekends and holidays as scheduled.
• Proficient in Microsoft Office and basic banking software.
• Notary license preferred but not required.

Responsibilities

• Orchestrates the overall client experience by managing client flow and inquiries.
• Serves as hospitality ambassador, delivering relationship-driven service.
• Creates personalized, client-first interactions to build trust.
• Educates clients on banking products and digital capabilities.
• Engages in proactive outreach and referrals to specialists as needed.
• Balances client needs with policy adherence and risk awareness.
• Advocates for clients with empathy and integrity.

Skills

Excellent communication

Strong organization

Problem solving

Scheduling & prioritization

Independent work

Data integrity & risk awareness

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group in Olney, MD is seeking a client services associate focused on delivering a trusted, relationship-driven experience. You will handle everyday banking tasks, open basic consumer accounts, and guide clients through options while upholding risk controls and TD policies.

You will engage with customers at the hospitality level, manage client flow, respond to inquiries, coordinate referrals to specialists, and build lasting relationships through clear communication and proactive service