Client Experience Banking Associate

TD Bank; Saint James (NY); On-site; USD 66,621,000 - 85,191,000; Full time

Job summary

TD Bank in Saint James, NY is seeking a Client Service Teller to serve as the hospitality ambassador at the financial center. You will handle everyday banking transactions, identify client needs, and refer opportunities to partners to support clients' financial goals.

The role emphasizes accurate transactions, education on products, and maintaining TD's risk and regulatory standards. Evening and weekend hours may be required.

Qualifications

• High school diploma or GED required.
• 1 year demonstrated experience working with clients.
• Teller or cash-handling experience preferred.
• Evenings, weekends and holidays availability.
• Ability to complete required training upon hire.
• Strong organization and time-management skills.
• Excellent communication and problem-solving abilities.
• Ability to schedule and prioritize work and work independently.
• Sound judgment in decision making and problem solving.
• Proficient in Microsoft Office; Notary license preferred.

Responsibilities

• First point of contact for clients as the hospitality ambassador of the bank location.
• Deliver everyday banking transactions accurately and efficiently.
• Deepen relationships by proactively identifying needs and referring to partners.
• Educate clients on products and self-serve solutions.
• Evaluate client solutions using knowledge of basic banking services.
• Perform a broad range of client transactions within established limits.

Skills

Excellent communication

Strong organization

Problem-solving

Time management

Independent work

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Saint James, NY is seeking a Client Service Teller to serve as the hospitality ambassador at the financial center. You will handle everyday banking transactions, identify client needs, and refer opportunities to partners to support clients' financial goals.

The role emphasizes accurate transactions, education on products, and maintaining TD's risk and regulatory standards. Evening and weekend hours may be required.