Client Experience Banker

TD Bank; New York (NY); On-site; USD 32,000 - 41,000; Full time

Job summary

TD Bank in New York, NY is seeking a client-facing associate to serve as the hospitality ambassador at the financial center. You will deliver accurate everyday banking transactions, identify client needs, and refer to partners to help clients reach financial goals.

The role requires working during evenings, weekends, and holidays as scheduled, with strong communication and organizational skills to manage multiple tasks in a fast-paced environment.

Qualifications

• High school diploma or GED.
• 1 year 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 to include evenings, weekends and holidays as scheduled.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.

Responsibilities

• First point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience
• Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help achieve their financial objectives
• Engages clients with professionalism with a focus on educating on appropriate products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments
• Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
• Performs a broad range of client transactions and multi-step activities within established financial limits
• Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion

Education

High school diploma or GED

1 year demonstrated experience working with clients

Teller or cash-handling experience in a client facing/financial institution preferred

Ability to work during operating hours to include evenings, weekends and holidays as scheduled

Strong organization skills to handle multiple tasks in a fast-paced environment

Excellent communication skills with ability to be concise, clear and consistent

Job description

TD Bank in New York, NY is seeking a client-facing associate to serve as the hospitality ambassador at the financial center. You will deliver accurate everyday banking transactions, identify client needs, and refer to partners to help clients reach financial goals.

The role requires working during evenings, weekends, and holidays as scheduled, with strong communication and organizational skills to manage multiple tasks in a fast-paced environment.