Banking Associate: Client Advisory & Accounts

TD; Boca Raton (FL); On-site; USD 30,000 - 37,000; Full time

Job summary

TD Bank is seeking a Banking Associate in Boca Raton, FL. The role delivers everyday banking transactions and provides advice and educational support on TD services to help customers reach financial goals.

Requirements include a high school diploma or GED and at least 1 year of customer service experience; teller experience preferred, with evening/weekend availability and notary license preferred.

Qualifications

• 1 year experience in customer-facing roles or volunteer/education equivalent
• Excellent communication skills and ability to explain banking concepts clearly
• Able to work evenings, weekends and holidays as scheduled

Responsibilities

• Process everyday banking transactions on teller line or platform
• Provide advice and educational support on TD products/services
• Build customer relationships and referrals through lead management
• Educate customers on digital banking tools and services
• Ensure compliance and accurate record-keeping

Skills

Customer service

Communication

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank is seeking a Banking Associate in Boca Raton, FL. The role delivers everyday banking transactions and provides advice and educational support on TD services to help customers reach financial goals.

Requirements include a high school diploma or GED and at least 1 year of customer service experience; teller experience preferred, with evening/weekend availability and notary license preferred.