Client Experience Banker I

TD Bank; Bohemia (NY); On-site; USD 48,000 - 62,000; Full time

Job summary

TD Bank in Bohemia, NY seeks a client-focused banking associate to serve as the hospitality ambassador at the financial center. You will guide client flow, perform accurate everyday banking transactions, and identify opportunities to deepen relationships with customers.

The role emphasizes compliant, risk-aware service, with education on banking products and digital tools, and collaboration with specialists to help clients achieve financial goals. Evening/weekend availability is required.

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
• 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), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD's service strategy
• Creates personalized, client-first interactions that establish trust from the initial engagement and strengthen ongoing relationships
• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions
• Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client
• Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards
• Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure
• Acts in accordance with TD's code of conduct and ethical standards in every decis

Skills

Excellent communication

Strong organization

Problem solving

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Bohemia, NY seeks a client-focused banking associate to serve as the hospitality ambassador at the financial center. You will guide client flow, perform accurate everyday banking transactions, and identify opportunities to deepen relationships with customers.

The role emphasizes compliant, risk-aware service, with education on banking products and digital tools, and collaboration with specialists to help clients achieve financial goals. Evening/weekend availability is required.