Client-Focused Banking Associate

TD Bank

New York (NY)

On-site

USD 32,000 - 41,000

Part time

3 days ago
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Job summary

TD Bank in New York, NY is seeking a client-focused banking associate to greet clients, process everyday transactions, and guide them toward the right financial solutions. You will act as the hospitality ambassador of the financial center, delivering accurate, efficient service while safeguarding TD's risk and regulatory standards.

As the first point of contact, you will identify client needs, educate on products and digital tools, and refer to specialists as needed to help clients achieve their

Qualifications

  • High school diploma or GED.
  • 1 year demonstrated experience working with clients (volunteering, education, or military accepted).
  • Teller or cash-handling experience in a client facing/financial institution preferred.
  • Ability to work evenings, weekends and holidays as scheduled.
  • Ability to complete required job-related training upon hire.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with conciseness and clarity.
  • Demonstrated effective problem-solving skills.
  • Demonstrated ability to schedule and prioritize work.
  • Demonstrated ability to work independently and within deadlines.
  • Sound judgment in decision making and problem solving.
  • Proficient in Microsoft Office.
  • Notary License preferred.

Responsibilities

  • Be the hospitality ambassador guiding client flow and delivering a high touch client experience.
  • Perform accurate, efficient everyday banking transactions and deepen relationships.
  • Identify client needs and refer clients to appropriate partners.
  • Educate clients on banking products and self-serve solutions.
  • Evaluate client problems using standard procedures and escalate non-standard issues.

Skills

Communication skills
Organization skills
Problem-solving
Microsoft Office
Time management

Education

High school diploma or GED

Job description

TD Bank in New York, NY is seeking a client-focused banking associate to greet clients, process everyday transactions, and guide them toward the right financial solutions. You will act as the hospitality ambassador of the financial center, delivering accurate, efficient service while safeguarding TD's risk and regulatory standards.

As the first point of contact, you will identify client needs, educate on products and digital tools, and refer to specialists as needed to help clients achieve their

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