Client Banking Associate I

TD; Charlotte (NC); On-site; USD 29,000 - 37,000; Full time

Job summary

TD in Charlotte, NC is seeking a customer service-focused Teller/Associate to become the hospitality ambassador of the financial center, guiding client flow and delivering a high-touch experience. The role performs everyday banking transactions, educates customers on products, and connects clients with specialists to help meet financial goals.

The ideal candidate will have a high school diploma or GED and at least 1 year of client-facing experience, preferably in banking.

Qualifications

• High school diploma or GED.
• 1 year demonstrated experience working with clients. Experience can include 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
• 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
• Proficient in Microsoft Office
• Notary license preferred

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 consistent, relationship-driven client experiences.
• Educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being, and connects them to specialists as needed.
• Identifies client needs and refers to appropriate partners to help achieve financial objectives.
• Ensures compliance with policy and risk standards while delivering accurate, high-quality service.

Skills

Customer service

Communication

Problem solving

Organization

Attention to detail

Notary license preferred

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD in Charlotte, NC is seeking a customer service-focused Teller/Associate to become the hospitality ambassador of the financial center, guiding client flow and delivering a high-touch experience. The role performs everyday banking transactions, educates customers on products, and connects clients with specialists to help meet financial goals.

The ideal candidate will have a high school diploma or GED and at least 1 year of client-facing experience, preferably in banking.