Client Banking Associate II - Relationship-Driven Banker

TD Bank, N.A.; City of Rochester (NY); On-site; USD 33,000 - 43,000; Full time

Job summary

TD Bank, N.A. in New York seeks a client-focused associate to deliver everyday banking and consumer product support by building relationships with accuracy and clarity—helping clients feel informed, supported, and empowered to achieve their financial goals.

This role emphasizes transactional excellence, needs-based engagements, and compliance with risk and regulatory standards while guiding clients to the right banking solutions and partners for their long-term financial well-being.

Qualifications

• High school diploma or GED; 1+ year experience with clients; volunteering, education, military experience count.
• Teller or cash-handling experience in a client-facing/financial institution preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Excellent communication, problem-solving, organization and independent work skills.

Responsibilities

• Orchestrates client experience by managing client flow and inquiries; serves as first contact.
• Delivers everyday banking transactions and basic account opening/maintenance.
• Educates clients on banking products and digital capabilities; connects to specialists.
• Ensures compliance and refers opportunities while maintaining risk awareness.

Skills

Customer service

Communication

Microsoft Office

Problem solving

Education

High school diploma or GED

Notary License preferred

Job description

TD Bank, N.A. in New York seeks a client-focused associate to deliver everyday banking and consumer product support by building relationships with accuracy and clarity—helping clients feel informed, supported, and empowered to achieve their financial goals.

This role emphasizes transactional excellence, needs-based engagements, and compliance with risk and regulatory standards while guiding clients to the right banking solutions and partners for their long-term financial well-being.