Relationship Banking Associate

TD Bank, N.A.; Philadelphia (Philadelphia County); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank Group in Philadelphia is seeking a customer-focused associate to deliver everyday banking and support consumer product needs. You will engage clients, educate them on banking options, and connect them to specialists while maintaining accuracy and risk controls. The role requires flexibility to work evenings, weekends, and holidays.

The position emphasizes relationship-building, cross-selling appropriate products, and providing a high-touch client experience at the financial center.

Qualifications

• High school diploma or GED; welcome experience working with clients.
• 1+ years demonstrated experience working with clients (volunteering, education, military, etc.).

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 interactions that build trust and long-term relationships.
• Proactively educates clients on banking products, services, and digital capabilities; connects to specialists as needed.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness.

Skills

Communication skills

Organizational skills

Problem-solving

Education

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, holidays as scheduled

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group in Philadelphia is seeking a customer-focused associate to deliver everyday banking and support consumer product needs. You will engage clients, educate them on banking options, and connect them to specialists while maintaining accuracy and risk controls. The role requires flexibility to work evenings, weekends, and holidays.

The position emphasizes relationship-building, cross-selling appropriate products, and providing a high-touch client experience at the financial center.