Personal Banking Concierge

TD Bank; Newton Centre (MA); On-site; USD 49,000 - 64,000; Full time

Job summary

TD Bank in Newton Centre, MA, is seeking a customer-facing role focused on delivering everyday banking services and building lasting client relationships. You will handle in-person and phone inquiries, and proactively refer clients to appropriate partners while supporting digital capabilities and product education.

The role requires strong communication, organization, and the ability to work evenings, weekends, and holidays, with prior cash-handling experience preferred.

Qualifications

• High school diploma or GED required.
• 1+ years experience with clients in a service role.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours including evenings, weekends and holidays.
• Requires ability to complete job-related training upon hire.
• Strong organization and communication skills; problem-solving ability.
• Proficient in Microsoft Office; Notary license preferred.

Responsibilities

• Orchestrates the overall client experience by managing client flow (in-person and phone).
• Serves as the hospitality ambassador for the financial center, delivering consistent client experiences.
• Creates personalized, client-first interactions to build trust and long-term relationships.
• Educates clients on banking products and digital capabilities to enhance convenience and well-being.
• Engages clients through proactive outreach and referrals to appropriate partners.

Skills

Communication skills

Organization skills

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Newton Centre, MA, is seeking a customer-facing role focused on delivering everyday banking services and building lasting client relationships. You will handle in-person and phone inquiries, and proactively refer clients to appropriate partners while supporting digital capabilities and product education.

The role requires strong communication, organization, and the ability to work evenings, weekends, and holidays, with prior cash-handling experience preferred.