Relationship Banking Specialist

TD; Jenkintown (PA); On-site; USD 30,000 - 37,000; Full time

Benefits offered by this job

Notary license preferred

Job summary

TD Bank in Jenkintown, PA, seeks a customer service professional to deliver everyday banking and support consumer product needs with accuracy and clarity. You will build meaningful relationships, guide clients through account needs, and connect them to specialists to meet financial goals.

As the hospitality ambassador of the financial center, you will handle inquiries, open/maintain basic accounts, and ensure compliance with risk and regulatory standards while deepening client relationships for

Qualifications

• High school diploma or GED.
• 1+ years demonstrated experience working with clients.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Excellent communication skills; proficiency with Microsoft Office.

Responsibilities

• Orchestrates client experience by managing client flow and referrals.
• Serves as hospitality ambassador delivering relationship-driven experiences.
• Educates clients on products and digital capabilities to enhance convenience.
• Proactively outreach for appointments and deepen client opportunities.
• Ensures policy adherence, risk awareness, and compliant outcomes.

Skills

Customer service

Communication

Organization

Problem solving

Microsoft Office

Education

High school diploma or GED

Job description

TD Bank in Jenkintown, PA, seeks a customer service professional to deliver everyday banking and support consumer product needs with accuracy and clarity. You will build meaningful relationships, guide clients through account needs, and connect them to specialists to meet financial goals.

As the hospitality ambassador of the financial center, you will handle inquiries, open/maintain basic accounts, and ensure compliance with risk and regulatory standards while deepening client relationships for