Banking Relationship Specialist

TD; Southington (CT); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank Southington location is seeking a Banking Associate to deliver everyday banking and support consumer product needs by building meaningful relationships with accuracy and clarity. You will be the first point of contact, guiding clients through transactions and referring to specialists as needed to help achieve financial goals.

The role emphasizes strong communication, multitasking, and adherence to risk standards, with proficiency in Microsoft Office and customer service excellence.

Qualifications

• High school diploma or GED required.
• 1+ years demonstrated experience working with clients; volunteering, education, or military experience acceptable.
• Teller or cash-handling experience in a client-facing/financial institution preferred.
• Ability to work during operating hours including evenings, weekends, and holidays.

Responsibilities

• Orchestrates the overall client experience by managing client flow and referrals to partners.
• Serves as hospitality ambassador, delivering consistent, relationship-driven client experiences.
• Educates clients on banking products, services and digital capabilities to enhance convenience and financial wellbeing.
• Proactively schedules appointments for consumer account needs and deepening opportunities.
• Ensures compliance with policies and risk controls in all client interactions.

Skills

Customer service

Cash handling

Microsoft Office

Education

High school diploma or GED

1+ years of client experience

Notary License preferred

Tools

None

Job description

TD Bank Southington location is seeking a Banking Associate to deliver everyday banking and support consumer product needs by building meaningful relationships with accuracy and clarity. You will be the first point of contact, guiding clients through transactions and referring to specialists as needed to help achieve financial goals.

The role emphasizes strong communication, multitasking, and adherence to risk standards, with proficiency in Microsoft Office and customer service excellence.