Client-Facing Banking Associate

TD; New York (NY); On-site; USD 33,000 - 43,000; Part time

Job summary

TD Bank is seeking a customer-oriented professional in New York to provide everyday banking services. You will manage client flow, open and maintain basic consumer accounts, and connect clients with appropriate TD partners to meet financial goals.

The role emphasizes hospitality, accurate processing, and proactive engagement, with responsibilities spanning in-person and phone interactions while upholding TD’s risk and regulatory standards.

Qualifications

• High school diploma or GED.
• 1+ years demonstrated experience working with clients.
• 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 and ability to multitask.
• Excellent communication and problem-solving skills.

Responsibilities

• Orchestrates the overall client experience by managing client flow (in-person and phone) and referrals to partners.
• Serves as a hospitality ambassador, delivering relationship-driven client experiences.
• Creates personalized, client-first interactions to build trust and strengthen relationships.
• Educates clients on banking products and digital capabilities to enhance convenience.
• Engages clients through proactive outreach and appointment scheduling.
• Balances client needs with policy adherence and risk awareness.
• Advocates for clients with empathy and integrity.

Skills

Customer service

Cash handling

Communication

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Job description

TD Bank is seeking a customer-oriented professional in New York to provide everyday banking services. You will manage client flow, open and maintain basic consumer accounts, and connect clients with appropriate TD partners to meet financial goals.

The role emphasizes hospitality, accurate processing, and proactive engagement, with responsibilities spanning in-person and phone interactions while upholding TD’s risk and regulatory standards.