Banking Advisor & Customer Relationship Builder

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

Job summary

TD is seeking a Banking Associate in Woburn, MA to handle everyday banking transactions and provide advice on TD services. You will educate customers, open accounts, and support others with product recommendations to help clients reach their financial goals.

The role requires strong customer service, flexibility to work evenings and weekends, and completion of teller/platform training after hire. Compensation reflects TD's pay range and benefits.

Qualifications

• High school diploma or GED required.
• 1 year of customer-facing experience preferred (volunteering, education, military accepted).
• Excellent communication and problem-solving skills are essential.
• Willingness to work evenings, weekends and holidays as scheduled.
• Teller training and platform training will be provided upon hire; notary license preferred.

Responsibilities

• Process everyday banking transactions accurately at teller and platform levels.
• Open new accounts and educate customers on TD products and services.
• Build trust through educational content and proactive recommendations.
• Engage with customers to deepen relationships and manage referrals and leads.
• Ensure compliance with policies, procedures, and regulatory requirements.

Skills

Customer service

Communication

Problem solving

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD is seeking a Banking Associate in Woburn, MA to handle everyday banking transactions and provide advice on TD services. You will educate customers, open accounts, and support others with product recommendations to help clients reach their financial goals.

The role requires strong customer service, flexibility to work evenings and weekends, and completion of teller/platform training after hire. Compensation reflects TD's pay range and benefits.