Relationship Banking Associate II

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

Job summary

TD Bank, N.A. in Montgomeryville, PA, is hiring for a customer service/banking role focused on delivering everyday banking with accuracy and care. You will be the first contact for clients, guiding them through account needs and referrals while maintaining TD's risk standards.

The position requires high school diploma or GED, 1+ years client-facing experience, and the ability to work evenings, weekends, and holidays. Strong communication and organization are essential.

Qualifications

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

Responsibilities

• Orchestrates the overall client experience by managing client flow and serving as a first contact.
• Delivers hospitality and a high-touch client experience aligned to service strategy.
• Educates clients on banking products, services, and digital capabilities.
• Schedules appointments for consumer accounts and deepens opportunities.
• Identifies client needs and refers to appropriate specialists.

Skills

Communication skills

Customer service

Microsoft Office

Education

High school diploma or GED

1+ years demonstrated experience working with clients

Notary License preferred

Job description

TD Bank, N.A. in Montgomeryville, PA, is hiring for a customer service/banking role focused on delivering everyday banking with accuracy and care. You will be the first contact for clients, guiding them through account needs and referrals while maintaining TD's risk standards.

The position requires high school diploma or GED, 1+ years client-facing experience, and the ability to work evenings, weekends, and holidays. Strong communication and organization are essential.