Client-Facing Banker II: Relationship Specialist

TD Bank, N.A.; Upper Southampton Township (PA); On-site; USD 30,000 - 39,000; Full time

Benefits offered by this job

Health benefits

Savings and retirement programs

Paid time off

Banking benefits and discounts

Career development

Reward and recognition

Job summary

TD Bank, N.A. in Southampton, PA seeks a full-time Customer Service Associate to deliver everyday banking, open/maintain basic consumer accounts, and educate clients on products and digital tools. You will act as the hospitality ambassador, guiding clients with accuracy and empathy.

Responsibilities include handling client flow, scheduling appointments, and referring to specialists while maintaining risk and regulatory standards. Evening/weekend availability and strong communication are required.

Qualifications

• High school diploma or GED
• 1+ years of client-facing experience (including volunteering, education, or military)
• Teller or cash-handling experience preferred
• Ability to work during evenings, weekends, and holidays
• Strong organization and communication skills
• Problem-solving and independent work ability
• Notary license preferred

Responsibilities

• Orchestrates the client experience by managing client flow and serving as the first contact for inquiries
• Delivers hospitality in the financial center and fosters relationship-driven experiences
• Educates clients on banking products and digital capabilities to enhance convenience
• Schedules appointments for consumer account needs and connects clients to specialists
• Balances client needs with risk awareness and policy adherence

Skills

Customer service

Communication

Problem solving

Multitasking

Organizational skills

Education

High school diploma or GED

1+ years client-facing experience

Teller or cash-handling experience

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. in Southampton, PA seeks a full-time Customer Service Associate to deliver everyday banking, open/maintain basic consumer accounts, and educate clients on products and digital tools. You will act as the hospitality ambassador, guiding clients with accuracy and empathy.

Responsibilities include handling client flow, scheduling appointments, and referring to specialists while maintaining risk and regulatory standards. Evening/weekend availability and strong communication are required.