Client-Centric Banking Associate

TD Bank Group; Town of Oyster Bay (NY); On-site; USD 32,000 - 41,000; Part time

Job summary

TD Bank Group in Syosset, NY seeks a customer-focused associate to deliver everyday banking with accuracy and empathy. You’ll greet clients, handle transactions, and guide them to solutions while upholding risk and regulatory standards.

The role emphasizes proactive relationship-building, product education, and referrals to specialists to meet clients' financial goals. Evening/weekend availability is required.

Qualifications

• High school diploma or GED required; volunteering, education, or military experience acceptable.
• Teller or cash-handling experience in a client-facing role preferred.
• Strong organization, communication, problem-solving and multitasking abilities.

Responsibilities

• Orchestrates client experience by managing flow and inquiries, referrals to partners as needed.
• Provides hospitality-forward service and educates clients on products and digital tools.
• Balances client needs with policy, risk awareness, and compliant outcomes.
• Educates clients on banking services to support financial goals and convenience.

Skills

Customer service

Communication skills

Problem solving

Organization skills

Teamwork

Education

High school diploma or GED

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank Group in Syosset, NY seeks a customer-focused associate to deliver everyday banking with accuracy and empathy. You’ll greet clients, handle transactions, and guide them to solutions while upholding risk and regulatory standards.

The role emphasizes proactive relationship-building, product education, and referrals to specialists to meet clients' financial goals. Evening/weekend availability is required.