Banking Associate - Needham, MA
$49,400–$64,480 year
On-site · Needham, Massachusetts, United States
Job Summary
Banking Associate at TD Bank will handle everyday banking transactions, assist customers with new account openings, and educate customers on TD products and services. The role involves delivering consultative guidance, identifying customer needs, and referring to appropriate team members to deepen relationships. Responsibilities include processing teller transactions, opening/serving accounts, advising on digital banking tools, and managing lead generation activities (outbound calls, setting appointments, and following up on referrals) to promote TD products while ensuring compliance and exceptional customer experience.
Required Qualifications
- High school diploma or GED
- 1 year of experience working with customers in any capacity (volunteering, education, military experience acceptable)
- Teller experience preferred
- Notary license preferred
- Ability to work evenings, weekends, and holidays as scheduled
- Strong organizational and multi-tasking skills
- Excellent communication and problem-solving abilities
- Proficient in Microsoft Office
- Willingness to complete teller and platform training on hire
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