Client-Focused Banking Associate

TD; Billerica (MA); On-site; USD 30,000 - 37,000; Full time

Job summary

TD Bank in Billerica, MA seeks a Customer Service Associate to deliver everyday banking, open and maintain consumer accounts, and guide clients to appropriate TD partners. You will be the hospitality ambassador, providing accurate, high-touch service while complying with risk standards.

Requirements include 1+ year of client-facing experience, strong communication and cash-handling skills, and proficiency with Microsoft Office. Evening/weekend availability and a Notary license are preferred.

Qualifications

• 1+ years of demonstrated experience working with clients (volunteering, education, military experience acceptable)
• Ability to work during operating hours including evenings, weekends and holidays
• Strong organizational, communication, problem-solving and prioritization skills
• Proficiency in Microsoft Office and basic banking operations
• Notary license preferred

Responsibilities

• Orchestrates client experience by managing client flow, inquiries, issue resolution, and referrals
• Serves as hospitality ambassador, delivering relationship-driven experiences
• Educates clients on banking products and digital capabilities to enhance convenience
• Schedules appointments for consumer accounts and deepens opportunities with clients
• Balances client needs with policy adherence and risk awareness
• Acts as escalation point for non-standard issues when needed

Skills

Cash handling

Customer service

Communication

Microsoft Office

Attention to detail

Teamwork

Education

High school diploma or GED

Job description

TD Bank in Billerica, MA seeks a Customer Service Associate to deliver everyday banking, open and maintain consumer accounts, and guide clients to appropriate TD partners. You will be the hospitality ambassador, providing accurate, high-touch service while complying with risk standards.

Requirements include 1+ year of client-facing experience, strong communication and cash-handling skills, and proficiency with Microsoft Office. Evening/weekend availability and a Notary license are preferred.