Client Experience Banker I

TD Bank, N.A.; Town of Islip (NY); On-site; USD 32,000 - 41,000; Full time

Job summary

TD Bank, N.A. in Bohemia, New York is seeking a client-focused associate to act as the hospitality ambassador at the financial center. You will deliver accurate, high-touch everyday banking transactions and guide clients with confidence.

You will educate customers on products and digital tools, identify opportunities to help them reach financial goals, and refer to specialists as needed while upholding risk and regulatory standards.

Qualifications

• High school diploma or GED required.
• 1 year demonstrated experience working with clients.
• Ability to work evenings, weekends and holidays as scheduled.
• Excellent communication and the ability to be concise and clear.

Responsibilities

• First point of contact for clients; acts as hospitality ambassador and guides traffic while delivering a high-touch client experience.
• Performs a broad range of everyday banking transactions within established limits.
• Educates clients on banking products and digital capabilities; refers to specialists as needed.
• Identifies client needs and opportunities to deepen relationships while maintaining risk and regulatory standards.

Skills

Communication

Organization

Problem solving

Judgment

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank, N.A. in Bohemia, New York is seeking a client-focused associate to act as the hospitality ambassador at the financial center. You will deliver accurate, high-touch everyday banking transactions and guide clients with confidence.

You will educate customers on products and digital tools, identify opportunities to help them reach financial goals, and refer to specialists as needed while upholding risk and regulatory standards.