Personal Banking Advisor II

TD Bank Group; Rocky Hill (CT); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank Group in Rocky Hill, Connecticut, is seeking a Customer Service/Teller to support everyday banking needs with accuracy and a high touch client experience. You will greet clients, process deposits and withdrawals, and assist with basic account needs in a fast-paced environment.

This role requires a high school diploma or GED and at least 1+ year of client-facing experience; evenings/weekends/holidays may be required.

Qualifications

• High school diploma or GED required.
• Minimum 1+ years of client-facing experience.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends and holidays.
• Must complete required job-related training.
• Strong organizational and multitasking skills.
• Excellent communication and problem-solving abilities.
• Ability to work independently and meet deadlines.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
• Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience.
• Connects clients to specialists as needed to achieve long-term goals.
• Engages clients through proactive outreach and scheduling appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective.

Skills

Customer service

Cash handling

Communication

Time management

Problem solving

Attention to detail

Teamwork

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group in Rocky Hill, Connecticut, is seeking a Customer Service/Teller to support everyday banking needs with accuracy and a high touch client experience. You will greet clients, process deposits and withdrawals, and assist with basic account needs in a fast-paced environment.

This role requires a high school diploma or GED and at least 1+ year of client-facing experience; evenings/weekends/holidays may be required.