Personal Banking Concierge

TD; Orleans (MA); On-site; USD 29,000 - 36,000; Part time

Job summary

TD Bank in Orleans, Massachusetts is seeking a part-time Client Service Associate to act as the hospitality ambassador of the branch, delivering accurate everyday banking with a high-touch client experience. The role supports clients in reaching their financial goals while upholding risk and regulatory standards.

You will handle routine transactions, educate customers on products, and guide them through self-serve options, contributing to a positive client relationship and efficient branch

Qualifications

• High school diploma or GED.
• 1 year demonstrated experience working with clients (volunteering, education, military experience acceptable).
• Proficient in Microsoft Office.

Responsibilities

• First point of contact for clients, guiding traffic flow and delivering a high-touch client experience.
• Delivers accurate, efficient everyday banking transactions and deepens relationships by identifying needs and referring clients to partners.
• Educates clients on banking products and self-serve solutions using insights to suggest solutions.
• Performs a broad range of client transactions within established financial limits.
• Identifies and escalates non-standard issues following standard procedures.

Skills

Excellent communication

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Orleans, Massachusetts is seeking a part-time Client Service Associate to act as the hospitality ambassador of the branch, delivering accurate everyday banking with a high-touch client experience. The role supports clients in reaching their financial goals while upholding risk and regulatory standards.

You will handle routine transactions, educate customers on products, and guide them through self-serve options, contributing to a positive client relationship and efficient branch