Onsite Banking Associate: Build Trust and Guide Customers

TD Bank; Sudbury (MA); On-site; USD 63,038,976 - 79,432,416; Full time

Job summary

TD Bank's Banking Associate in Sudbury, MA handles everyday banking transactions and provides advice on TD products and services. You will educate customers, open new accounts, and deliver excellent service to help customers reach their financial goals.

The role requires strong communication, customer service experience, and the ability to work during evenings, weekends, and holidays. Teller experience is preferred and notary license is a plus.

Qualifications

• High school diploma or GED.
• 1 year experience working with customers; volunteering, education or military experience acceptable.
• Excellent communication skills; ability to be concise, clear and consistent.
• Willing to work evenings, weekends and holidays as scheduled; Teller experience preferred.
• Notary License preferred; proficiency with Microsoft Office is expected.

Responsibilities

• Perform a wide range of everyday banking transactions on the teller line or platform.
• Open new accounts and educate customers on TD banking products and services.
• Provide financial advice and guidance to build trust and deepen customer relationships.
• Coordinate referrals to store colleagues and internal partners as needed.
• Ensure compliance with policies and procedures and complete required training.

Skills

Customer service

Communication skills

Microsoft Office

Teller experience

Problem solving

Time management

Education

High school diploma or GED

Job description

TD Bank's Banking Associate in Sudbury, MA handles everyday banking transactions and provides advice on TD products and services. You will educate customers, open new accounts, and deliver excellent service to help customers reach their financial goals.

The role requires strong communication, customer service experience, and the ability to work during evenings, weekends, and holidays. Teller experience is preferred and notary license is a plus.