Client-Focused Banking Associate

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

Job summary

TD Bank in Orleans, MA is seeking a Client Service Associate to be the first point of contact, guiding client flow and delivering a high-touch experience.

You will handle everyday banking transactions, deepen client relationships, and refer to partners to help achieve financial goals while upholding risk standards.

The role requires HS diploma, 1 year client-facing experience, flexibility to work evenings/weekends, and strong communication; MS Office skills and notary preferred.

Qualifications

• High school diploma or GED required.
• 1 year demonstrated experience working with clients.
• Cash-handling experience preferred.
• Ability to work evenings, weekends and holidays.
• Strong organization and communication skills.
• Problem-solving and independent work capability.

Responsibilities

• First point of contact for clients, guiding traffic flow and delivering a high-touch client experience.
• Delivers accurate everyday banking transactions and deepens relationships by identifying needs and referring to partners.
• Educates clients on products and self-serve solutions while recommending appropriate actions.
• Demonstrates knowledge of basic banking products and services to evaluate client solutions.
• Performs a broad range of transactions within established financial limits.
• Identifies issues in routine situations and escalates non-standard problems internally.

Skills

Customer service

Communication

Problem solving

Organization

Time management

Prioritization

Independence

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Orleans, MA is seeking a Client Service Associate to be the first point of contact, guiding client flow and delivering a high-touch experience.

You will handle everyday banking transactions, deepen client relationships, and refer to partners to help achieve financial goals while upholding risk standards.

The role requires HS diploma, 1 year client-facing experience, flexibility to work evenings/weekends, and strong communication; MS Office skills and notary preferred.