Associate Banker II - Bedford, MA

TD Bank; Bedford (MA); On-site; USD 46,000 - 58,000; Full time

Job summary

TD Bank in Bedford, MA is seeking a Customer Service Associate to greet clients, process transactions, and provide support with accuracy and care.

You will serve as a hospitality ambassador, educate clients on banking products, schedule appointments, and refer to specialists as needed to help clients reach financial goals.

Qualifications

• High school diploma or GED required.
• 1+ years of client-facing experience.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends and holidays.
• Strong organization and multitasking abilities.
• Excellent communication and problem-solving skills.
• Proficiency with Microsoft Office.
• Notary license preferred.

Responsibilities

• Orchestrates the overall client experience by managing client flow and serving as the first point of contact.
• Acts as hospitality ambassador, delivering relationship-driven client experiences.
• Creates personalized, client-first interactions to build trust.
• Educates clients on banking products and digital capabilities to enhance convenience.
• Schedules appointments for consumer account needs and deepens opportunities.
• Balances client needs with policy adherence and risk awareness for compliant outcomes.
• Maintains frequent contact and referrals to suitable partners as needed.

Skills

Communication skills

Organization skills

Problem-solving

Microsoft Office

Education

High school diploma or GED

Notary License preferred

1+ years client-facing experience

Teller or cash-handling experience

Job description

Work Location:

Bedford, Massachusetts, United States of America

Hours:

40

Pay Details:

$22.00 - $27.75 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business:

Personal & Commercial Banking Job Description: This role plays a vital role in bringing TD's human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity-helping clients feel informed, supported, and empowered to achieve their financial goals while consistently adhering to TD's risk and regulatory standards.

Depth & Scope:

• Combines transactional excellence with the capability to help clients find the right solutions through needs based engagement. Delivers everyday banking and basic consumer account opening/maintenance while proactively engaging clients in meaningful conversations, helping them understand their options, and connecting them to appropriate partners


• Can serve as first point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience


• Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help clients achieve their financial objectives


• Demonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions


• Engages in inbound and outbound acquisition efforts, accountable for recognizing client needs and initiating appropriate referrals to specialists, acting on deepening client relationships


• Performs and decisions a broad range of client transactions and multi-step activities within established financial limits


• Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion. Can serve as an escalation point as needed

Education & Experience:

• High school diploma or GED


• 1+ years demonstrated experience working with clients. Experience can include any of the following: volunteering, 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

Customer Accountabilities:

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners


• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD's service strategy


• Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships


• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals


• Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities


• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes


• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions

Shareholder Accountabilities:

• Maintains compliance when completing operational activities in accordance with company guideline