Relationship Banking Associate

TD

Lansdale (Montgomery County)

On-site

USD 30,000 - 39,000

Full time

2 days ago
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Job summary

TD Bank in Lansdale, Pennsylvania seeks a part-time Customer Service Representative to support everyday banking needs, greet clients, process transactions, and connect customers with the right TD partners to meet financial goals.

You will operate with accuracy and courtesy, handle transactions within approved limits, and adhere to risk and regulatory standards. This position requires strong communication and reliability, including evenings, weekends, and holidays as scheduled.

Qualifications

  • High school diploma or GED is required.
  • 1+ years of experience working with clients is preferred or demonstrated through volunteering, education, or military.
  • Teller or cash-handling experience in a client-facing financial institution is preferred.
  • Ability to work during operating hours including evenings, weekends and holidays as scheduled.
  • Strong organization, communication, and problem-solving skills; ability to work independently.

Responsibilities

  • Orchestrates the overall client experience by managing client flow (in-person and phone).
  • Serves as the hospitality ambassador for the financial center.
  • Creates personalized client-first interactions to build trust and long-term relationships.
  • Educates clients on banking products, services, and digital capabilities to enhance convenience.
  • Engages clients through proactive outreach and scheduling appointments for consumer accounts.
  • Balances client needs with policy adherence, risk awareness, and compliant outcomes.

Skills

Customer service
Communication
Cash handling
Attention to detail
Microsoft Office

Education

High school diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Lansdale, Pennsylvania seeks a part-time Customer Service Representative to support everyday banking needs, greet clients, process transactions, and connect customers with the right TD partners to meet financial goals.

You will operate with accuracy and courtesy, handle transactions within approved limits, and adhere to risk and regulatory standards. This position requires strong communication and reliability, including evenings, weekends, and holidays as scheduled.

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