Client-Focused Personal Banker I

TD; Village of Westhampton Beach (NY); On-site; USD 32,000 - 40,000; Full time

Job summary

TD Bank, located in Westhampton Beach, NY, seeks an enterprising client-facing associate to deliver accurate, friendly everyday banking while guiding clients toward helpful self-serve options and appropriate product referrals. You will manage transactions, educate customers, and uphold strong risk and regulatory standards.

The role emphasizes hospitality, attention to detail, and the ability to handle multiple tasks in a fast-paced environment, including evenings and weekends as scheduled.

Qualifications

• High school diploma or GED required.
• 1 year of client-facing experience.
• Teller or cash-handling experience preferred.
• Excellent communication and problem-solving skills.
• Proficient in Microsoft Office.

Responsibilities

• Serve as the first point of contact for clients in the financial center.
• Perform a broad range of everyday banking transactions.
• Educate clients on products and digital capabilities.
• Refer clients to appropriate partners to achieve financial goals.

Skills

Customer service

Cash handling

Communication

Problem solving

Time management

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank, located in Westhampton Beach, NY, seeks an enterprising client-facing associate to deliver accurate, friendly everyday banking while guiding clients toward helpful self-serve options and appropriate product referrals. You will manage transactions, educate customers, and uphold strong risk and regulatory standards.

The role emphasizes hospitality, attention to detail, and the ability to handle multiple tasks in a fast-paced environment, including evenings and weekends as scheduled.