Banking Associate: Customer Finance Advisor

TD; Worcester (MA); On-site; USD 30,307 - 38,572; Full time

Job summary

TD Worcester is seeking a Banking Associate to accurately complete everyday banking transactions and educate customers on TD products and services. You will build trust through educational content, provide consultative support, and help customers achieve their financial goals in a fast-paced store setting.

The role requires a high school diploma or GED and at least 1 year of customer service experience; evening, weekend, and holiday availability is expected.

Qualifications

• High school diploma or GED required.
• 1 year of customer service experience preferred.
• Excellent communication and problem-solving skills.
• Notary license preferred.

Responsibilities

• Perform everyday banking transactions on teller line or platform.
• Open new accounts and educate customers on TD products and services.
• Provide financial advice and referrals to specialists as needed.
• Maintain accurate records and ensure compliance with policies and procedures.

Skills

Customer service

Cash handling

Communication skills

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Worcester is seeking a Banking Associate to accurately complete everyday banking transactions and educate customers on TD products and services. You will build trust through educational content, provide consultative support, and help customers achieve their financial goals in a fast-paced store setting.

The role requires a high school diploma or GED and at least 1 year of customer service experience; evening, weekend, and holiday availability is expected.