Client Experience Banker I

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

Job summary

TD Bank Group is hiring for a front-line service role in Fresh Meadows, NY. The successful candidate will serve as the first point of contact for clients, guiding them through transactions with accuracy and care while promoting TD’s products and digital tools.

This position emphasizes staying compliant with risk standards, delivering a high-touch client experience, and helping clients achieve their financial goals through proactive education and referrals to specialists.

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.
• 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), 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 educate 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.

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank Group is hiring for a front-line service role in Fresh Meadows, NY. The successful candidate will serve as the first point of contact for clients, guiding them through transactions with accuracy and care while promoting TD’s products and digital tools.

This position emphasizes staying compliant with risk standards, delivering a high-touch client experience, and helping clients achieve their financial goals through proactive education and referrals to specialists.