Banking Associate II — Customer-Focused Financial Advisor

TD

Hilton Head Island (SC)

On-site

USD 30,000 - 37,000

Full time

13 days ago
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Job summary

TD Bank is seeking a Banking Associate in Hilton Head Island, SC to handle everyday banking transactions, provide educational guidance on TD products, and help customers reach their financial goals. The role emphasizes delivering TD’s brand promise at a store location and leveraging advice to deepen customer relationships.

The position requires the ability to open accounts, educate customers on services, and participate in lead generation and referrals to support broader banking needs.

Qualifications

  • High school diploma or GED.
  • Excellent communication skills and customer service experience.
  • Willingness to work evenings, weekends, and holidays as scheduled.

Responsibilities

  • Performs a wide range of tasks across a Store location including processing customer transactions, opening new accounts and educating customers on banking products and services.
  • Delivers end-to-end advice to build trust with educational content, provide consultative support, and offer proactive insights.

Skills

Customer service
Communication skills
Problem solving
Microsoft Office

Education

High school diploma or GED
Notary License preferred
Teller training completion

Tools

Microsoft Office

Job description

TD Bank is seeking a Banking Associate in Hilton Head Island, SC to handle everyday banking transactions, provide educational guidance on TD products, and help customers reach their financial goals. The role emphasizes delivering TD’s brand promise at a store location and leveraging advice to deepen customer relationships.

The position requires the ability to open accounts, educate customers on services, and participate in lead generation and referrals to support broader banking needs.

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