Relationship Banking Associate

TD; Jenkintown (PA); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank in Jenkintown, PA seeks a client-facing Banking Associate to deliver everyday banking, open/maintain consumer accounts, and educate clients on products and digital tools. You will engage customers with a high-touch, accurate service approach, guiding them through options while meeting risk and regulatory standards.

The role emphasizes needs-based conversations, proactive referrals to specialists, and a strong commitment to excellent customer experiences within operating hours.

Qualifications

• High school diploma or GED is required.
• 1+ years demonstrated experience working with clients in a service setting.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Strong organization and communication skills.
• Proficient in Microsoft Office.
• Notary license is preferred.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy.
• Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes.
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions.

Skills

Customer service

Communication

Organization

Problem solving

Time management

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Jenkintown, PA seeks a client-facing Banking Associate to deliver everyday banking, open/maintain consumer accounts, and educate clients on products and digital tools. You will engage customers with a high-touch, accurate service approach, guiding them through options while meeting risk and regulatory standards.

The role emphasizes needs-based conversations, proactive referrals to specialists, and a strong commitment to excellent customer experiences within operating hours.