Banking Concierge & Client Advisor II

TD Bank, N.A.; New Haven (CT); On-site; USD 30,000 - 39,000; Full time

Job summary

TD Bank, N.A. in New Haven, CT seeks a frontline banking professional to deliver everyday banking and consumer product support with a focus on accurate, high-touch service.

You will be the hospitality ambassador, guiding clients through basic transactions, needs-based conversations, and referrals to specialists while maintaining TD’s risk and regulatory standards. The role emphasizes building meaningful client relationships, educating customers on digital tools, and handling transactions with

Qualifications

• High school diploma or GED required.
• 1+ years 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.
• Strong organization skills and ability to handle multiple tasks in a fast-paced environment.
• Excellent communication skills, concise and clear.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as the hospitality ambassador for the financial center, delivering relationship-driven client experiences.
• Creates personalized, client-first interactions to build trust and strengthen ongoing relationships.
• Educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
• Ensures compliance with policy and risk guidelines while addressing client needs.

Skills

Customer service

Communication

Cash handling

Microsoft Office

Education

High school diploma or GED

1+ years client-facing experience

Tools

Microsoft Office

Job description

TD Bank, N.A. in New Haven, CT seeks a frontline banking professional to deliver everyday banking and consumer product support with a focus on accurate, high-touch service.

You will be the hospitality ambassador, guiding clients through basic transactions, needs-based conversations, and referrals to specialists while maintaining TD’s risk and regulatory standards. The role emphasizes building meaningful client relationships, educating customers on digital tools, and handling transactions with