Client Relationship Banker - Associate

TD; Waltham (MA); On-site; USD 30,000 - 38,000; Full time

Job summary

TD in Waltham, MA seeks a customer service-focused associate to deliver everyday banking and basic consumer account support. As the first point of contact, you will greet clients, perform transactions, and connect customers with the right TD partners to meet their financial goals.

The role emphasizes needs-based conversations, accuracy, and compliance with risk and regulatory standards. Candidates should have at least one year of client-facing experience, be able to work flexible hours including

Qualifications

• High school diploma or GED required.
• Excellent communication and strong organizational skills are essential.
• Problem solving and the ability to schedule and prioritize work are important.
• Proficiency in Microsoft Office is preferred.
• Notary license is a plus.

Responsibilities

• Orchestrates the overall client experience by managing client flow (in-person and phone) and handling inquiries and referrals.
• Serves as a hospitality ambassador, delivering consistent, relationship-driven client experiences.
• Creates personalized, client-first interactions to build trust and deepen relationships.
• Educates clients on banking products and digital capabilities to enhance convenience and financial well-being.
• Engages clients through proactive outreach, including scheduling appointments for consumer accounts and needs.

Skills

Excellent communication

Strong organization

Problem solving

Time management

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD in Waltham, MA seeks a customer service-focused associate to deliver everyday banking and basic consumer account support. As the first point of contact, you will greet clients, perform transactions, and connect customers with the right TD partners to meet their financial goals.

The role emphasizes needs-based conversations, accuracy, and compliance with risk and regulatory standards. Candidates should have at least one year of client-facing experience, be able to work flexible hours including