Banking Associate II: Client Care & Solutions

TD Bank; Boston (MA); On-site; USD 68,053,000 - 88,828,000; Full time

Job summary

TD Bank in Boston, MA seeks a Customer Service Associate to support everyday banking needs and deliver a high-touch client experience. You will process transactions, open basic accounts, and connect clients with the right TD partners to meet their financial goals.

The role emphasizes accurate transaction handling, friendly service, and compliance with risk and regulatory standards, with opportunities to grow through skill development and on-the-job training in a friendly banking environment.

Qualifications

• High school diploma or GED required.
• 1+ years of experience working with clients (volunteering, education, or military OK).
• Teller or cash-handling experience preferred.
• Ability to work during evenings, weekends and holidays as scheduled.
• Excellent communication and organizational skills.
• Notary license preferred.

Responsibilities

• Orchestrate the overall client experience by managing client flow and referrals.
• Serve as hospitality ambassador for the financial center.
• Create personalized, client-first interactions to build trust.
• Educate clients on banking products and digital capabilities to enhance convenience.
• Engage clients through proactive outreach and scheduling appointments.
• Balance client needs with policy and risk considerations.
• Advocate for clients with empathy and integrity.

Skills

Excellent communication

Strong organization

Problem-solving

Multitasking

Customer service

Education

High school diploma or GED

Notary License (preferred)

Tools

Microsoft Office

Job description

TD Bank in Boston, MA seeks a Customer Service Associate to support everyday banking needs and deliver a high-touch client experience. You will process transactions, open basic accounts, and connect clients with the right TD partners to meet their financial goals.

The role emphasizes accurate transaction handling, friendly service, and compliance with risk and regulatory standards, with opportunities to grow through skill development and on-the-job training in a friendly banking environment.