Relationship Banking Associate

TD; Southampton Township (PA); On-site; USD 31,000 - 40,000; Full time

Job summary

TD Bank in Southampton, Pennsylvania is seeking a banking professional to acquire and deepen client relationships by engaging with clients in walk-ins, outreach, and referrals. The role emphasizes consultative engagement, clear communication of TD product options, and delivering personalized financial solutions aligned with clients’ goals.

The ideal candidate will have a high school diploma, 1+ years in client-facing roles, and basic proficiency with Microsoft Office.

Qualifications

• High School Diploma or GED or equivalent.
• 1+ years of experience engaging with clients in service/sales/relationship-building.
• Demonstrated ability to communicate clearly with clients and colleagues.
• Ability to manage multiple tasks and meet deadlines in a fast-paced environment.
• Basic proficiency with Microsoft Office or similar workplace technologies.

Responsibilities

• Acquire and deepen client relationships through consultative engagement.
• Explain options clearly, including features, benefits and risks.
• Deliver personalized solutions and next best actions.
• Follow up and maintain client relationships for long-term financial progress.
• Educate clients on TD products, services and digital capabilities.

Education

High School Diploma or GED

1+ years of client-facing experience

Tools

Microsoft Office

Job description

TD Bank in Southampton, Pennsylvania is seeking a banking professional to acquire and deepen client relationships by engaging with clients in walk-ins, outreach, and referrals. The role emphasizes consultative engagement, clear communication of TD product options, and delivering personalized financial solutions aligned with clients’ goals.

The ideal candidate will have a high school diploma, 1+ years in client-facing roles, and basic proficiency with Microsoft Office.