Banking Associate: Personal Finance Advisor

TD; Wellesley (MA); On-site; USD 33,000 - 43,000; Full time

Job summary

TD Bank is seeking a Banking Associate in Wellesley, MA. You will perform everyday banking transactions, open accounts, and offer guidance on TD products to help customers achieve their financial goals.

You will educate customers, build trusted relationships, and refer complex needs to specialists. The role supports growth through proactive outreach and strong service foundations in a fast-paced store environment.

Qualifications

• High school diploma or GED required or equivalent.
• 1 year of customer service experience preferred.
• Interest in banking products and services and ability to learn quickly.
• Willingness to work evenings, weekends, and holidays as needed.

Responsibilities

• Process everyday banking transactions accurately on teller or platform.
• Open new accounts and educate customers on TD products and services.
• Provide advisory support and educational content to achieve customer goals.
• Build trust through proactive guidance and refer to specialists when needed.
• Manage lead generation, scheduling, and follow-ups to deepen relationships.

Skills

Customer service

Financial products knowledge

Clear communication

Relationship building

Education

High school diploma or GED

Tools

TD Banking Systems

Job description

TD Bank is seeking a Banking Associate in Wellesley, MA. You will perform everyday banking transactions, open accounts, and offer guidance on TD products to help customers achieve their financial goals.

You will educate customers, build trusted relationships, and refer complex needs to specialists. The role supports growth through proactive outreach and strong service foundations in a fast-paced store environment.