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TD Bank in Milford, New Hampshire, is seeking a client-focused banking professional to deliver everyday banking services, open and maintain consumer accounts, and guide customers to appropriate solutions with accuracy and customer care.
As the primary contact for clients, you will serve as a hospitality ambassador, manage client flow, support referrals to specialists, and uphold TD's risk and regulatory standards while delivering a high-touch experience.
Milford, New Hampshire, United States of America
40
$22.00 - $27.75 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.
Personal & Commercial Banking Job Description:
This role plays a vital role in bringing TD's human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity-helping clients feel informed, supported, and empowered to achieve their financial goals while consistently adhering to TD's risk and regulatory standards.
Combines transactional excellence with the capability to help clients find the right solutions through needs based engagement. Delivers everyday banking and basic consumer account opening/maintenance while proactively engaging clients in meaningful conversations, helping them understand their options, and connecting them to appropriate partners
Can serve as 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 clients achieve their financial objectives
Demonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
Engages in inbound and outbound acquisition efforts, accountable for recognizing client needs and initiating appropriate referrals to specialists, acting on deepening client relationships
Performs and decisions 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. Can serve as an escalation point as needed
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 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, while connecting them to specialists as needed to achieve long-term goals 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 guideline