Relationship Banking Associate

TD Bank Group (TD); Worcester (MA); On-site; USD 32,000 - 42,000; Full time

Job summary

TD Bank Group (TD) in Worcester, Massachusetts is seeking a client-focused associate to handle in-person and phone client interactions, delivering everyday banking services while upholding TD’s risk and regulatory standards. You will educate clients on products and digital tools, build trusted relationships, and connect them with specialists to support long‑term financial goals.

The role requires strong organization, clear communication, and the ability to work evenings, weekends, and holidays

Qualifications

• High school diploma or GED required; 1+ years client-facing experience preferred
• Teller or cash-handling experience in a client facing/financial institution preferred
• Ability to work evenings, weekends and holidays as scheduled

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 that build trust from initial engagement and strengthen ongoing relationships
• 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 and deepening opportunities
• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes
• Advocates for clients by demonstrating empathy, integrity, and a long‑term perspective in all interactions
• Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client
• Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements
• Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure
• Acts in accordance with TD's code of conduct and ethical standards in every decision
• Protects TD's clients, colleagues and the Bank - Do the right thing - own it, raise it, know it

Skills

Strong organization skills

Excellent communication skills

Demonstrated effective problem-solving

Demonstrated ability to schedule and‑/

Demonstrated ability to work Independ

Sound judgment in decision making

Proficient in Microsoft Office

Notary License preferred

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group (TD) in Worcester, Massachusetts is seeking a client-focused associate to handle in-person and phone client interactions, delivering everyday banking services while upholding TD’s risk and regulatory standards. You will educate clients on products and digital tools, build trusted relationships, and connect them with specialists to support long‑term financial goals.

The role requires strong organization, clear communication, and the ability to work evenings, weekends, and holidays