Client-Focused Banking Associate

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

Job summary

TD is seeking a Customer Service Associate in Hyannis, MA to greet clients, process routine banking transactions, and guide customers through digital self-serve options. You will act as the hospitality ambassador, delivering a confident and accurate experience while identifying client needs and referring to appropriate partners.

The role requires a high school diploma or GED, 1 year of client-facing experience, and good communication skills.

Qualifications

• High school diploma or GED.
• 1 year demonstrated experience working with clients (volunteering, education, military acceptable).
• Teller or cash-handling experience preferred.
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• Be the hospitality ambassador guiding client flow and delivering a high touch client experience.
• Process everyday banking transactions accurately and efficiently.
• Identify client needs and refer to appropriate partners.
• Educate clients on products and self-serve digital options.
• Uphold TD's risk, policy and regulatory standards in all interactions.
• Assist with client inquiries and issue resolution as part of a team.

Skills

Customer service

Communication

Cash handling

Education

High school diploma or GED

Notary License preferred

Tools

MS Office

Job description

TD is seeking a Customer Service Associate in Hyannis, MA to greet clients, process routine banking transactions, and guide customers through digital self-serve options. You will act as the hospitality ambassador, delivering a confident and accurate experience while identifying client needs and referring to appropriate partners.

The role requires a high school diploma or GED, 1 year of client-facing experience, and good communication skills.