Relationship Banking Specialist

TD Bank Group (TD); Great Barrington (MA); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank Group (TD) in Great Barrington, MA seeks an associate to deliver everyday banking with a high-touch, relationship-driven approach. You will serve as the first point of contact, open and maintain consumer accounts, and guide clients through basic banking needs while referring more complex requests to specialists.

Role requires 1+ year client-facing experience, strong communication, and the ability to work flexible hours including evenings and weekends. Notary license is preferred.

Qualifications

• High school diploma or GED required or equivalent.
• 1+ years of experience working with clients; volunteering, education, or military experience acceptable.
• Teller or cash-handling experience in a client-facing/financial institution preferred.
• Ability to work during operating hours including evenings, weekends and holidays as scheduled.
• Must 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 and clear.
• Demonstrated problem-solving and prioritization abilities.
• Ability to work independently and meet deadlines; sound judgment in decision making.
• Proficiency in Microsoft Office.

Responsibilities

• Orchestrates the overall client experience by managing client flow and referrals to partners.
• Serves as a hospitality ambassador, delivering relationship-driven client experiences.
• Creates personalized client-first interactions to build trust and long-term relationships.
• Educates clients on banking products and digital capabilities to enhance convenience.
• Engages clients through proactive outreach and appointment scheduling for consumer needs.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Advocates for clients with empathy, integrity, and a long-term perspective.

Skills

Customer service

Cash handling

Communication skills

Microsoft Office

Notary License

Education

High school diploma or GED

Tools

Microsoft Office

Notary License

Job description

TD Bank Group (TD) in Great Barrington, MA seeks an associate to deliver everyday banking with a high-touch, relationship-driven approach. You will serve as the first point of contact, open and maintain consumer accounts, and guide clients through basic banking needs while referring more complex requests to specialists.

Role requires 1+ year client-facing experience, strong communication, and the ability to work flexible hours including evenings and weekends. Notary license is preferred.