Banking Associate & Personal Finance Advisor

TD Bank

Framingham (MA)

On-site

USD 30,000 - 38,000

Part time

7 days ago
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Job summary

TD Bank in Framingham, MA is seeking a Banking Associate to perform everyday banking transactions, educate customers on TD products, and help guide financial decisions. You will open accounts, provide advisory support, and engage customers to build lasting relationships across TD’s banking services.

The role requires strong communication skills, attention to detail, and the ability to work with customers during evenings, weekends, and holidays.

Qualifications

  • High school diploma or GED is required.
  • 1 year of experience interacting with customers is preferred.
  • Excellent communication skills are preferred.
  • Ability to work during operating hours including evenings, weekends and holidays.
  • Teller training and part 1 of platform training are required on hire.
  • Strong organizational skills to handle multiple tasks in a fast-paced environment.
  • Notary License preferred.

Responsibilities

  • Perform a wide range of transactions at the teller line or on the platform.
  • Provide advice and educational support on TD products and services to help customers reach financial goals.
  • Build trust through educational content, tools, and proactive recommendations.
  • Identify customer needs and refer to appropriate team members for complex financial needs.
  • Service customers with everyday banking transactions and help with deposit accounts, card issues, and online banking as needed.
  • Lead customer interactions and manage appointment setting and outreach to deepen relationships.

Skills

Customer service skills
Communication skills
Microsoft Office

Education

High school diploma or GED
Notary License preferred

Job description

TD Bank in Framingham, MA is seeking a Banking Associate to perform everyday banking transactions, educate customers on TD products, and help guide financial decisions. You will open accounts, provide advisory support, and engage customers to build lasting relationships across TD’s banking services.

The role requires strong communication skills, attention to detail, and the ability to work with customers during evenings, weekends, and holidays.

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