Junior Banking Specialist: Client Care

TD

Hyannis (MA)

On-site

USD 45,000 - 56,000

Full time

9 days ago

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Job summary

TD in Hyannis, MA is seeking a client-focused associate to serve as the first point of contact for customers, delivering accurate banking transactions and a high-touch client experience. You will educate clients on products, assist with self-serve options, and refer complex needs to specialists to support financial goals.

The role supports TD's hospitality-driven service model and requires strong communication, organization, and problem-solving skills in a fast-paced environment.

Qualifications

  • High school diploma or GED.
  • 1 year demonstrated experience working with clients (volunteering, education, military experience eligible).
  • Teller or cash-handling experience preferred.

Responsibilities

  • First point of contact for clients, delivering hospitality at the bank location.
  • Delivers accurate, efficient everyday banking transactions and deepens relationships by identifying needs.
  • Educates clients on products and self-serve solutions, and refers to partners as needed.
  • Performs a broad range of client transactions within established limits.
  • Escalates non-standard issues internally as needed.

Skills

Customer service
Communication
Problem solving
Time management

Education

High school diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD in Hyannis, MA is seeking a client-focused associate to serve as the first point of contact for customers, delivering accurate banking transactions and a high-touch client experience. You will educate clients on products, assist with self-serve options, and refer complex needs to specialists to support financial goals.

The role supports TD's hospitality-driven service model and requires strong communication, organization, and problem-solving skills in a fast-paced environment.

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