Banking Associate: Customer Advisor & Accounts

TD; Leominster (MA); On-site; USD 30,000 - 37,000; Full time

Job summary

TD Bank is seeking a Banking Associate in Leominster, MA. The role involves accurately processing everyday banking transactions, educating customers on TD products, and helping customers achieve financial goals.

Responsibilities include opening new accounts, providing end-to-end advisory support, and using TD systems to deepen customer relationships while delivering a high standard of service and compliance with TD policies.

Qualifications

• High school diploma or GED required.
• 1 year experience working with customers (volunteering, education, or military acceptable).
• Demonstrated customer service skills preferred.
• Ability to work evenings, weekends, and holidays as scheduled.
• Teller experience preferred; complete Teller training and platform training upon hire.

Responsibilities

• Process customer transactions and educate customers on TD products and services.
• Open new accounts and manage lead generation and referrals.
• Provide consultative financial guidance and educational support to customers.
• Support customer onboarding and ongoing relationship management across TD channels.
• Ensure compliance with TD policies and procedures and maintain accurate records.

Skills

Customer service

Communication

Problem solving

Organizational skills

Microsoft Office

Education

High school diploma or GED

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank is seeking a Banking Associate in Leominster, MA. The role involves accurately processing everyday banking transactions, educating customers on TD products, and helping customers achieve financial goals.

Responsibilities include opening new accounts, providing end-to-end advisory support, and using TD systems to deepen customer relationships while delivering a high standard of service and compliance with TD policies.