Relationship Banking Associate

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

Job summary

TD Bank in Beverly, MA is seeking a Customer Service/Teller to handle daily banking transactions and client engagement at the branch. You will greet clients, open/maintain basic accounts, and connect customers to specialists as needed.

The role emphasizes accurate transactions, needs-based conversations, and a strong commitment to TD’s risk and regulatory standards while delivering a high-touch service experience.

Qualifications

• High school diploma or GED required.
• 1+ year experience working with clients; volunteering, education, or military experience count.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences.
• Creates personalized, client-first interactions.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.

Education

High school diploma or GED

1+ years demonstrated experience working with clients

Teller or cash-handling experience in a client facing/financial institution preferred

Ability to work during operating hours to include evenings, weekends and holidays as scheduled

Ability to complete required job-related training upon hire

Strong organization skills to handle multiple tasks in a fast-paced environment

Excellent communication skills with ability to be concise, clear and consistent

Demonstrated effective problem-solving skills

Demonstrated ability to schedule and prioritize work

Demonstrated ability to work independently and within deadlines

Sound judgment in decision making and problem solving

Proficient in Microsoft Office

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Beverly, MA is seeking a Customer Service/Teller to handle daily banking transactions and client engagement at the branch. You will greet clients, open/maintain basic accounts, and connect customers to specialists as needed.

The role emphasizes accurate transactions, needs-based conversations, and a strong commitment to TD’s risk and regulatory standards while delivering a high-touch service experience.