Client-Focused Banking Associate I

TD Bank; Center Square (PA); On-site; USD 30,000 - 37,000; Full time

Job summary

TD Bank in Blue Bell, PA is seeking a hospitality-focused Client Service Associate to serve as the first point of contact for customers. You will handle everyday banking transactions with accuracy and courtesy, helping clients reach their financial goals while adhering to risk and regulatory standards.

You will educate clients on digital tools, suggest appropriate products, and refer complex needs to specialists.

Qualifications

• High school diploma or GED required.
• Notary license preferred but not mandatory.
• Excellent communication and organizational skills.

Responsibilities

• Greet clients and manage flow as the hospitality ambassador.
• Perform everyday banking transactions with accuracy and care.
• Educate clients on products and digital tools, refer to specialists as needed.
• Maintain compliance with risk and regulatory standards.
• Resolve routine inquiries and escalate non-standard issues.

Skills

Communication

Organization

Customer service

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Blue Bell, PA is seeking a hospitality-focused Client Service Associate to serve as the first point of contact for customers. You will handle everyday banking transactions with accuracy and courtesy, helping clients reach their financial goals while adhering to risk and regulatory standards.

You will educate clients on digital tools, suggest appropriate products, and refer complex needs to specialists.