Banking Concierge & Client Relationship Specialist

TD Bank; New York (NY); On-site; USD 33,000 - 43,000; Part time

Job summary

TD Bank is hiring for a part-time client service role in New York. You will manage client flow and provide everyday banking assistance while guiding customers toward suitable products and services.

The position emphasizes relationship-building, accurate transactions, and delivering a high-touch experience. Strong communication and organizational skills are essential to support clients every day.

Qualifications

• High school diploma or GED is required.
• 1+ years demonstrated experience working with clients (volunteering, education, military experience counted).
• Teller or cash-handling experience in a client-facing/financial institution preferred.
• Ability to work during operating hours including evenings, weekends and holidays as scheduled.
• Strong organizational skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated problem solving and scheduling abilities.
• Proficient in Microsoft Office; Notary license preferred.

Responsibilities

• Orchestrates the overall client experience by managing client flow and referrals.
• Serves as hospitality ambassador, delivering relationship-driven client experiences.
• Creates personalized, client-first interactions to build trust.
• Educates clients on banking products and digital capabilities to enhance convenience.
• Proactively engages clients and schedules appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness for compliant outcomes.
• Advocates for clients with empathy, integrity and a long-term perspective.

Skills

Customer service

Communication

Attention to detail

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank is hiring for a part-time client service role in New York. You will manage client flow and provide everyday banking assistance while guiding customers toward suitable products and services.

The position emphasizes relationship-building, accurate transactions, and delivering a high-touch experience. Strong communication and organizational skills are essential to support clients every day.