Client-First Personal Banker

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

Job summary

TD Bank, N.A. in New York, NY seeks a client-focused team member to act as the first point of contact for clients and to deliver accurate everyday banking services with a high-touch, relationship-driven approach.

The role emphasizes proactive needs identification, product guidance, and referrals to specialists while maintaining TD's risk and regulatory standards in all client interactions.

Qualifications

• High school diploma or GED required.
• 1 year demonstrated experience working with clients in a bank or similar setting preferred.
• Ability to work during operating hours including evenings, weekends and holidays.
• Ability to complete required job-related training upon hire.
• Strong organizational skills to handle multiple tasks.
• Excellent communication skills with ability to be concise, clear and consistent.
• Notary License preferred.

Responsibilities

• First point of contact for clients, serving as hospitality ambassador of the bank location.
• Delivers accurate, efficient everyday banking transactions and identifies client needs.
• Educates clients on products and self-serve solutions, referring to partners when needed.
• Handles client inquiries and escalates non-standard issues as appropriate.
• Maintains compliance with policies and ensures risk-aware outcomes.
• Supports relationship building and contributes to a positive team environment.

Skills

Excellent communication

Strong organizational skills

Problem solving

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. in New York, NY seeks a client-focused team member to act as the first point of contact for clients and to deliver accurate everyday banking services with a high-touch, relationship-driven approach.

The role emphasizes proactive needs identification, product guidance, and referrals to specialists while maintaining TD's risk and regulatory standards in all client interactions.