Client Experience Banker I

TD Bank, N.A.; Charlotte (NC); On-site; USD 29,000 - 37,000; Full time

Job summary

TD Bank, N.A. in Charlotte, NC is seeking a customer-focused role that serves as the first point of contact for clients, guiding them through everyday banking with accuracy and confidence.

You will educate clients, process transactions, and identify opportunities to deepen relationships with TD’s colleagues and partners. The position emphasizes service excellence, risk awareness, and strong communication, with hours including evenings, weekends, and holidays.

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 including evenings, weekends and holidays.
• Ability to complete required job-related training upon hire.
• 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).
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences.
• Creates personalized, client-first interactions that establish trust from the initial engagement.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.

Skills

Customer service

Communication

Organization

Problem solving

Time management

Multitasking

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank, N.A. in Charlotte, NC is seeking a customer-focused role that serves as the first point of contact for clients, guiding them through everyday banking with accuracy and confidence.

You will educate clients, process transactions, and identify opportunities to deepen relationships with TD’s colleagues and partners. The position emphasizes service excellence, risk awareness, and strong communication, with hours including evenings, weekends, and holidays.