Client Banking Concierge

TD Bank; Hyannis (MA); On-site; USD 45,000 - 56,000; Full time

Job summary

TD Bank in Hyannis, MA is seeking a team member to serve as the frontline hospitality ambassador, guiding client flow and delivering a high-touch banking experience. You will perform everyday transactions accurately and proactively identify client needs to deepen relationships.

The role emphasizes educating clients on available banking products and self-serve tools, while handling routine transactions within set financial limits and escalating non-standard issues when needed.

Responsibilities

• First point of contact for clients, guiding traffic and delivering a high-touch experience.
• Delivers accurate, everyday banking transactions and deepens relationships by identifying client needs.
• Educates clients on banking products and self-serve options, recommending solutions.
• Performs a broad range of client transactions within standard financial limits.
• Escalates non-standard issues internally to ensure proper resolution.

Job description

TD Bank in Hyannis, MA is seeking a team member to serve as the frontline hospitality ambassador, guiding client flow and delivering a high-touch banking experience. You will perform everyday transactions accurately and proactively identify client needs to deepen relationships.

The role emphasizes educating clients on available banking products and self-serve tools, while handling routine transactions within set financial limits and escalating non-standard issues when needed.