Relationship Banking Associate

TD Bank Group (TD); Worcester (MA); On-site; USD 46,000 - 58,000; Full time

Job summary

TD Bank Group in Worcester, Massachusetts seeks a Customer Service Associate to deliver everyday banking with accuracy and courtesy. You will help clients with basic consumer accounts, guide them to specialists, and ensure compliance with TD's risk standards.

The role requires 1+ year of client-facing experience, a high school diploma, and strong communication. Evening/weekend availability and MS Office proficiency are expected; notary license preferred.

Qualifications

• High school diploma or GED required.
• 1+ years demonstrated experience working with clients.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during evenings, weekends and holidays as scheduled.
• Strong organization and clear communication skills.

Responsibilities

• Orchestrates the overall client experience by managing client flow and referrals.
• Serves as a hospitality ambassador, delivering a high touch client experience.
• Creates client-first interactions and educates on banking products and digital tools.
• Engages in proactive outreach, including scheduling appointments for consumer accounts.
• Balances client needs with policy adherence and risk awareness.

Skills

Customer service

Interpersonal skills

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Job description

TD Bank Group in Worcester, Massachusetts seeks a Customer Service Associate to deliver everyday banking with accuracy and courtesy. You will help clients with basic consumer accounts, guide them to specialists, and ensure compliance with TD's risk standards.

The role requires 1+ year of client-facing experience, a high school diploma, and strong communication. Evening/weekend availability and MS Office proficiency are expected; notary license preferred.