Client-First Banking Associate | Hospitality & Solutions

TD Bank Group; Philadelphia (Philadelphia County); On-site; USD 30,000 - 38,000; Part time

Job summary

TD Bank Group in Philadelphia, PA is seeking a client-focused associate to manage daily client interactions and provide guidance on everyday banking needs. You will handle in-person and phone inquiries, support account services, and connect clients to appropriate specialists while upholding TD's risk practices.

The role requires a high school diploma or GED and 1+ year experience with customers. Evenings, weekends, and holidays may be required; notary license is a plus.

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 including evenings, weekends and holidays.
• 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.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as a hospitality ambassador for the financial center, delivering consistent client experiences.
• Creates personalized, client-first interactions that build trust and strengthen ongoing relationships.
• Educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Advocates for clients with empathy, integrity, and a long-term perspective.

Skills

Excellent communication

Problem solving

Organization

Multi-tasking

Customer service

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Philadelphia, PA is seeking a client-focused associate to manage daily client interactions and provide guidance on everyday banking needs. You will handle in-person and phone inquiries, support account services, and connect clients to appropriate specialists while upholding TD's risk practices.

The role requires a high school diploma or GED and 1+ year experience with customers. Evenings, weekends, and holidays may be required; notary license is a plus.