Client-Centric Banking Associate II

TD Bank; Jenkintown (PA); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank in Jenkintown, PA is seeking a client-focused associate to support everyday banking needs and deliver a high-touch customer experience. You will handle transactions, open and maintain basic accounts, and connect clients with the right solutions through needs-based conversations.

The role emphasizes hospitality, accuracy, and strong communication, with flexibility to work evenings, weekends, and holidays as scheduled. Training and growth opportunities are provided.

Qualifications

• High school diploma or GED.
• 1+ years demonstrated 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), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD's service strategy
• Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well‑being, while connecting them to specialists as needed to achieve long‑term goals
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities
• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions

Skills

Excellent communication skills

Strong problem-solving skills

Ability to schedule and prioritize

Ability to work independently

Sound judgment in decision making

Proficient in Microsoft Office

Education

High school diploma or GED

1+ years demonstrated experience working with clients

Teller or cash-handling experience in a client facing/financial institution preferred

Notary License preferred

Job description

TD Bank in Jenkintown, PA is seeking a client-focused associate to support everyday banking needs and deliver a high-touch customer experience. You will handle transactions, open and maintain basic accounts, and connect clients with the right solutions through needs-based conversations.

The role emphasizes hospitality, accuracy, and strong communication, with flexibility to work evenings, weekends, and holidays as scheduled. Training and growth opportunities are provided.