Client-First Banking Associate

TD Bank Group; New Haven, Northern (CT, KY); Hybrid; USD 30,000 - 39,000; Full time

Job summary

TD Bank Group in New Haven, CT, is seeking a customer-focused associate to deliver everyday banking and basic account services with accuracy and care. You will greet clients, handle transactions, and identify opportunities to connect clients with appropriate partners to meet financial goals.

The role emphasizes relationship-building, risk awareness, and excellent communication to ensure a seamless, high-touch banking experience for every visitor.

Qualifications

• High school diploma or GED.
• 1+ years demonstrated experience working with clients.
• Experience can include volunteering, education, or 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.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with clarity and conciseness.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• Orchestrates the overall client experience by managing client flow and inquiries.
• Serves as a hospitality ambassador delivering relationship-driven service.
• Creates personalized interactions to build trust and strengthen relationships.
• Educates clients on banking products and digital capabilities to enhance convenience.
• Engages in proactive outreach and referrals to specialists as needed.
• Balances client needs with policy adherence and risk awareness.
• Advocates for clients with empathy and a long-term perspective.

Skills

Customer service

Cash handling

Communication

Problem solving

Multitasking

Education

High school diploma or GED

1+ years client experience

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group in New Haven, CT, is seeking a customer-focused associate to deliver everyday banking and basic account services with accuracy and care. You will greet clients, handle transactions, and identify opportunities to connect clients with appropriate partners to meet financial goals.

The role emphasizes relationship-building, risk awareness, and excellent communication to ensure a seamless, high-touch banking experience for every visitor.