Associate Banker I (20 Hours Weekly) Westhampton Beach

TD Bank; Village of Westhampton Beach (NY); Vor Ort; USD 32.000 - 41.000; Teilzeit

Zusammenfassung

TD Bank Group in Westhampton Beach, NY is seeking a part-time Customer Service Teller to greet clients, process everyday transactions, and refer customers to bank partners as needed.

You will work evenings, weekends, and holidays as scheduled, maintain accuracy, uphold TD's risk standards, and provide a friendly, informative experience that helps clients achieve their financial goals.

Qualifikationen

• High school diploma or GED.
• 1 year demonstrated experience working with clients.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours including evenings, weekends, and holidays.

Aufgaben

• Greet clients and serve as hospitality ambassador at the financial center.
• Process everyday banking transactions accurately and efficiently.
• Identify client needs and refer to appropriate partners to help reach financial goals.
• Educate clients on products and digital self-serve options.
• Maintain compliance with risk and regulatory standards in all interactions.

Kenntnisse

Customer service orientation

Cash handling

Attention to detail

Microsoft Office

Notary license preferred

Ausbildung

High school diploma or GED

Jobbeschreibung

Work Location: Westhampton Beach, New York, United States of America

Hours: 20

Pay Details: $23.25 - $29.75 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business: Personal & Commercial Banking Job Description

This role plays a vital role in bringing TD's human, relationship driven banking experience to life. This role is a trusted guide for our clients; delivering everyday banking with accuracy, confidence, and clarity while helping clients feel informed, supported, and empowered to achieve their financial goals while upholding TD's strong risk and regulatory standards.

Depth & Scope

• First point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience
• Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help achieve their financial objectives
• Engages clients with professionalism with a focus on educating on appropriate products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments
• Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
• Performs a broad range of client transactions and multi-step activities within established financial limits
• Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion

Education & Experience

• High school diploma or GED
• 1 year demonstrated experience working with clients. Experience can include any of the following: volunteering, education, military experience
• 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

Customer Accountabilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD's service strategy
• Creates personalized, client-first interactions that establish trust from the initial engagement and strengthen ongoing relationships
• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions

Shareholder Accountabilities

• 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, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards
• 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 e