Client-First Banking Associate

TD Bank

Philadelphia (Philadelphia County)

On-site

USD 30,000 - 37,000

Full time

4 days ago

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Job summary

TD Bank in Philadelphia, Pennsylvania seeks a friendly, detail-oriented Client Services Associate to greet clients and process everyday banking transactions with accuracy and care. You will identify client needs, educate on products and digital tools, and refer to partners to help customers reach financial goals while adhering to risk and regulatory standards.

Ideal candidates have a high school diploma or GED, 1 year of client-facing experience, and strong communication and organizational

Qualifications

High school diploma or GED required.
1 year of client-facing experience preferred (volunteering, education, military experience OK).
Teller or cash-handling experience in a financial institution preferred.
Ability to work evenings, weekends and holidays as scheduled.
Strong organization and communication skills; ability to solve problems and work independently.

Responsibilities

First point of contact for clients, guiding traffic and delivering high-touch service.
Process everyday banking transactions accurately and efficiently.
Identify client needs and refer to partners to help achieve financial goals.
Educate clients on banking products and digital capabilities; promote self-serve solutions.
Ensure compliance with policy, risk, AML, and regulatory requirements.