Banking Associate II: Customer Advice & Accounts

TD; Topsfield (MA); On-site; USD 46,000 - 58,000; Full time

Job summary

TD Bank in Topsfield, MA is seeking a Banking Associate to deliver TD’s Brand promise at a store location. You will complete everyday banking transactions and provide advice and education on services, products, and tools to help customers reach financial goals.

You will handle teller and platform transactions, open accounts, and educate customers while building trust and deepening relationships through proactive guidance and referrals.

Qualifications

• High school diploma or GED required.
• 1 year experience with customers preferred.
• Excellent communication skills across channels.
• Ability to work evenings, weekends and holidays as scheduled.
• Teller training and platform training to be completed on hire.
• Strong organization and multi-tasking abilities.
• Microsoft Office proficiency.

Responsibilities

• Process customer transactions and open accounts.
• Educate customers on TD products and services.
• Provide consultative advice and proactive insights.
• Manage lead generation and referrals for relationships.
• Ensure compliance with policy and training requirements.

Skills

Customer service

Communication

Organization

Problem-solving

MS Office

Education

High school diploma or GED

Teller training and platform training upon hire

Notary license preferred

1 year experience working with customers

Excellent communication skills

Tools

Microsoft Office

Job description

TD Bank in Topsfield, MA is seeking a Banking Associate to deliver TD’s Brand promise at a store location. You will complete everyday banking transactions and provide advice and education on services, products, and tools to help customers reach financial goals.

You will handle teller and platform transactions, open accounts, and educate customers while building trust and deepening relationships through proactive guidance and referrals.