Client Banking Associate II — Relationship & Service Pro

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

Job summary

TD Bank Group in New York is seeking a client-focused teller who delivers everyday banking with accuracy and friendly service. You will handle transactions, open basic accounts, and refer clients to specialists as needed while maintaining risk and regulatory standards.

This role requires strong communication, organization, and problem-solving skills, with available training and opportunities to grow within Personal & Commercial Banking.

Qualifications

• High school diploma or GED is required.
• 1+ years 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 including evenings, weekends and holidays.
• Ability to complete required job-related training upon hire.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• 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.
• Sound judgment in decision making and problem solving.
• 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 first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
• Delivers everyday banking and basic consumer account opening/maintenance.
• Educates clients on banking products, services, and digital capabilities to enhance convenience and well-being.
• Engages clients through proactive outreach and scheduling appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Advocates for clients with empathy and integrity.
• Performs and completes a broad range of client transactions within financial limits.

Skills

Communication skills

Organization skills

Problem-solving

Time management

Independence

Microsoft Office

Notary License

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group in New York is seeking a client-focused teller who delivers everyday banking with accuracy and friendly service. You will handle transactions, open basic accounts, and refer clients to specialists as needed while maintaining risk and regulatory standards.

This role requires strong communication, organization, and problem-solving skills, with available training and opportunities to grow within Personal & Commercial Banking.