Client-Centric Banking Advisor

TD; Montgomeryville (Montgomery County); On-site; USD 30,307 - 37,195; Full time

Job summary

TD Bank is seeking a Banking Associate in Montgomeryville, PA to handle teller transactions and customer inquiries. The role emphasizes accurate processing, product education, and building trust through TD’s guidance and tools.

Responsibilities include opening accounts, providing financial advice, and referring customers to the right TD partner for complex needs. A strong customer-service background and reliable communication are essential for success.

Qualifications

• High school diploma or GED required.
• 1 year experience delivering customer service in any capacity preferred.
• Teller training and platform training will be provided upon hire.
• Demonstrated ability to communicate clearly, solve problems, and work independently.
• Proficiency with Microsoft Office is expected.

Responsibilities

• Perform a wide range of everyday banking transactions on teller lines or platforms.
• Open new accounts and educate customers on banking products and services.
• Provide financial advice and refer customers to appropriate TD partners for their needs.
• Manage leads, schedule appointments, and assist with customer outreach as needed.
• Ensure compliance with policies, procedures, and regulatory requirements.

Skills

Customer service

Communication

Attention to detail

Sales mindset

Education

High School Diploma or GED

Tools

Microsoft Office

Job description

TD Bank is seeking a Banking Associate in Montgomeryville, PA to handle teller transactions and customer inquiries. The role emphasizes accurate processing, product education, and building trust through TD’s guidance and tools.

Responsibilities include opening accounts, providing financial advice, and referring customers to the right TD partner for complex needs. A strong customer-service background and reliable communication are essential for success.