Client-Focused Banking Associate

TD

Philadelphia (Philadelphia County)

On-site

USD 30,000 - 37,000

Full time

9 days ago

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Job summary

TD in Philadelphia is seeking a friendly, client-focused associate to serve as the hospitality ambassador at our location. You will guide clients through daily transactions with accuracy and confidence, while helping them understand products and self-serve options to reach their financial goals.

The role emphasizes risk awareness, regulatory standards, and delivering a high-quality client experience in a personal banking environment.

Responsibilities

  • First point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience
  • Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help achieve their financial objectives
  • Engages clients with professionalism with a focus on educating on appropriate products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments
  • Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
  • Performs a

Job description

TD in Philadelphia is seeking a friendly, client-focused associate to serve as the hospitality ambassador at our location. You will guide clients through daily transactions with accuracy and confidence, while helping them understand products and self-serve options to reach their financial goals.

The role emphasizes risk awareness, regulatory standards, and delivering a high-quality client experience in a personal banking environment.

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