Client-First Banking Associate

TD

Westborough (MA)

On-site

USD 42,000 - 55,000

Full time

3 days ago
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Job summary

TD Bank is seeking a client-focused associate in Westborough, MA, to deliver everyday banking, open and maintain consumer accounts, and engage clients with accuracy and care. You will act as the hospitality ambassador of the financial center, guiding client flow and providing high-touch service while connecting clients to specialists as needed.

The role emphasizes needs-based engagement, strong communication, and adherence to risk and regulatory standards, with scheduling flexibility to include

Qualifications

  • High school diploma or GED.
  • 1+ years demonstrated experience working with clients.
  • Teller or cash-handling experience in a client facing/financial institution preferred.
  • Ability to work during operating hours to include evenings, weekends and holidays as scheduled.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with ability to be concise, clear and consistent.

Responsibilities

  • Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
  • Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences.
  • Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships.
  • Proactively educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.
  • Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
  • Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
  • Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions.

Skills

Client-focused
Communication skills
Cash handling
Organization

Education

High school diploma or GED
Notary license preferred

Job description

TD Bank is seeking a client-focused associate in Westborough, MA, to deliver everyday banking, open and maintain consumer accounts, and engage clients with accuracy and care. You will act as the hospitality ambassador of the financial center, guiding client flow and providing high-touch service while connecting clients to specialists as needed.

The role emphasizes needs-based engagement, strong communication, and adherence to risk and regulatory standards, with scheduling flexibility to include

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