Banking Advisor II (Personal & Commercial)

TD Bank Group; Lawrence (MA); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank Group in Lawrence, MA is seeking a Banking Associate to handle everyday banking transactions and provide guidance on TD products to help customers reach their financial goals within a store setting.

You will process transactions, open accounts, educate customers on services, and build relationships through proactive guidance and lead generation, while ensuring accuracy and compliance in a fast-paced environment.

Qualifications

• High school diploma or GED required or equivalent.
• 1 year of customer service experience preferred.
• Must complete Teller and platform training on hire.

Responsibilities

• Process everyday banking transactions accurately on teller line or platform.
• Provide education and guidance on TD products and services.
• Build trust with customers through educational content and consultative support.
• Lead follow-ups and outreach to deepen customer relationships.
• Maintain compliance with TD's policies and regulatory requirements.

Skills

Customer service

Communication

Microsoft Office

Time management

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in Lawrence, MA is seeking a Banking Associate to handle everyday banking transactions and provide guidance on TD products to help customers reach their financial goals within a store setting.

You will process transactions, open accounts, educate customers on services, and build relationships through proactive guidance and lead generation, while ensuring accuracy and compliance in a fast-paced environment.