Relationship Banking Associate

TD; Beverly (MA); On-site; USD 30,000 - 37,000; Full time

Job summary

TD is seeking a Customer Service role in Beverly, MA, focusing on delivering everyday banking and consumer product support through trusted client relationships. You will guide clients, answer inquiries, and refer to specialists to help them reach financial goals while complying with TD’s risk and regulatory standards.

The role emphasizes accurate transactions, deepening client relationships, and proactive service within operating hours. Strong communication and organization skills are essential.

Qualifications

• High school diploma or GED required.
• 1+ years experience working with clients in a frontline role.
• Teller or cash-handling experience preferred.
• Willingness to work evenings, weekends and holidays as scheduled.
• Notary license preferred.

Responsibilities

• Orchestrates the overall client experience by managing client flow and referrals.
• Serves as hospitality ambassador delivering relationship-driven client experiences.
• Educates clients on banking products and digital capabilities, connecting to specialists as needed.
• Engages clients through proactive outreach and schedules appointments for consumer accounts.
• Balances client needs with policy adherence and risk awareness.

Education

High school diploma or GED

1+ years demonstrated experience working with clients

Teller or cash-handling experience

Ability to work during operating hours including evenings weekends holidays

Notary License preferred

Job description

TD is seeking a Customer Service role in Beverly, MA, focusing on delivering everyday banking and consumer product support through trusted client relationships. You will guide clients, answer inquiries, and refer to specialists to help them reach financial goals while complying with TD’s risk and regulatory standards.

The role emphasizes accurate transactions, deepening client relationships, and proactive service within operating hours. Strong communication and organization skills are essential.