Client Experience Banker

TD Bank; New York (NY); On-site; USD 66,621,000 - 85,246,000; Full time

Job summary

TD Bank in New York, NY seeks a client service associate to welcome clients, process everyday banking transactions, and deepen relationships with tailored recommendations. You will guide clients, educate on products, and collaborate with partners to meet financial goals while maintaining TD's risk and regulatory standards.

The role emphasizes strong communication, organization, and problem-solving as you manage multiple tasks in a fast-paced retail banking environment.

Qualifications

• High school diploma or GED required.
• 1 year demonstrated experience working with clients.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during evenings, weekends and holidays as scheduled.
• Strong organization, communication, and problem-solving skills.
• Notary License preferred.

Responsibilities

• Acts as hospitality ambassador for the financial center and guides client flow.
• Delivers accurate everyday banking transactions and identifies client needs.
• Educates clients on products and self-serve solutions while using insights for recommendations.
• Performs a broad range of client transactions within established limits.
• Escalates non-standard issues and ensures accurate verification and documentation.

Skills

Excellent communication

Strong organization

Problem-solving

Time management

Attention to detail

Independent work

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in New York, NY seeks a client service associate to welcome clients, process everyday banking transactions, and deepen relationships with tailored recommendations. You will guide clients, educate on products, and collaborate with partners to meet financial goals while maintaining TD's risk and regulatory standards.

The role emphasizes strong communication, organization, and problem-solving as you manage multiple tasks in a fast-paced retail banking environment.