Relationship Banking Associate

TD Bank, N.A.; Philadelphia (Philadelphia County); On-site; USD 61,606,000 - 76,650,000; Part time

Job summary

TD Bank, N.A. in Philadelphia seeks a customer service associate to be the first point of contact for clients, guiding them through everyday banking with accuracy and care.

You will educate clients on products, support digital tools, and coordinate with partners to meet financial goals while upholding risk and regulatory standards. Availability for evenings, weekends, and holidays may be required; a notary license is preferred.

Qualifications

• High school diploma or GED required.
• 1 year demonstrated experience working with clients.
• Volunteer, education, military experience, teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled.
• Ability to complete required job-related training upon hire.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated effective problem-solving skills.
• Demonstrated ability to schedule and prioritize work.
• Demonstrated ability to work independently and within deadlines.
• Sound judgment in decision making and problem solving.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as the hospitality ambassador for the financial center.
• Creates personalized, client-first interactions that establish trust from the initial engagement.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Proactively educates clients on banking products, services, and digital capabilities.
• Advocates for clients with empathy, integrity, and a long-term perspective.

Skills

Organization skills

Communication skills

Problem solving

Prioritization

Independent work

Judgment

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank, N.A. in Philadelphia seeks a customer service associate to be the first point of contact for clients, guiding them through everyday banking with accuracy and care.

You will educate clients on products, support digital tools, and coordinate with partners to meet financial goals while upholding risk and regulatory standards. Availability for evenings, weekends, and holidays may be required; a notary license is preferred.