Client Banking Advisor

TD Bank Group

Groveland (MA)

On-site

USD 30,000 - 38,000

Full time

10 days ago

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Job summary

TD Bank Group in Groveland, Massachusetts is seeking a client-focused banking associate to deliver everyday banking and consumer product support with accuracy, confidence, and clear communication. You will act as the first point of contact, guiding clients through transactions and educating them on digital capabilities while upholding TD’s risk standards.

The role requires strong interpersonal skills, flexibility to work evenings and weekends, and the ability to handle a variety of tasks in a

Qualifications

  • High school diploma or GED; 1+ years of client-facing experience.
  • Experience in a financial institution or teller role preferred.
  • Ability to work evenings, weekends and holidays as scheduled.
  • Proficient in Microsoft Office and basic banking software.

Responsibilities

  • Orchestrates the overall client experience by managing client flow and referrals.
  • Delivers hospitality ambassador service and builds trusted client relationships.
  • Educates clients on banking products and digital capabilities to boost convenience.
  • Schedules appointments for consumer account needs and deepens opportunities.
  • Maintains compliance and supports partners with referrals to specialists.
  • Completes required training and contributes to a positive team environment.

Skills

Excellent communication
Strong organization
Customer service focus

Education

High school diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group in Groveland, Massachusetts is seeking a client-focused banking associate to deliver everyday banking and consumer product support with accuracy, confidence, and clear communication. You will act as the first point of contact, guiding clients through transactions and educating them on digital capabilities while upholding TD’s risk standards.

The role requires strong interpersonal skills, flexibility to work evenings and weekends, and the ability to handle a variety of tasks in a

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