Banking Client Associate - Growth, Training & Impact

TD Bank Group; Town of Islip (NY); On-site; USD 32,000 - 41,000; Full time

Job summary

TD Bank Group in Bohemia, NY seeks a client-focused associate to welcome and assist customers, process everyday transactions, and deepen relationships. You will educate clients on products, guide them to self-serve options, and refer to specialists when needed.

The role requires reliability, strong communication, and a willingness to work variable hours. As a trusted first point of contact, you’ll balance policy adherence and risk awareness while maintaining a high standard of customer service

Qualifications

• High school diploma or GED required or equivalent.
• 1 year of demonstrated experience working with clients.
• Experience can include volunteering, education or military service.
• Cash-handling or teller experience preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Ability to complete required job-related training on hire.
• Strong organization and multitasking skills in a fast-paced environment.
• Excellent communication skills that are concise and clear.
• Demonstrated problem-solving abilities.
• Ability to schedule, prioritize work and work independently.
• Proficient in Microsoft Office; notary license preferred.

Responsibilities

• Orchestrates the overall client experience by managing client flow, inquiries, and referrals.
• Serves as a hospitality ambassador, delivering a high-touch client experience.
• Educates clients on products and digital capabilities to enhance convenience.
• Collaborates with partners to refer clients for appropriate solutions.

Skills

Customer service

Communication

Problem solving

Multitasking

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group in Bohemia, NY seeks a client-focused associate to welcome and assist customers, process everyday transactions, and deepen relationships. You will educate clients on products, guide them to self-serve options, and refer to specialists when needed.

The role requires reliability, strong communication, and a willingness to work variable hours. As a trusted first point of contact, you’ll balance policy adherence and risk awareness while maintaining a high standard of customer service