Client Relationship Banker

TD Bank, N.A.; Village of Westhampton Beach (NY); On-site; USD 49,000 - 64,000; Full time

Job summary

TD Bank, N.A. is seeking a dedicated customer service associate at Westhampton Beach, NY to support everyday banking and consumer product needs with accuracy and clarity. You will help clients feel informed and empowered while upholding risk and regulatory standards.

The role demands greeting clients, processing basic transactions, opening accounts, and coordinating with specialists to meet financial goals. Flexible hours including evenings and weekends are required to succeed.

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
• 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 ability to be concise, clear and consistent
• 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

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners
• Creates personalized, client-first interactions that build trust and strengthen ongoing relationships
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience and support financial well-being
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities

Skills

Excellent communication skills

Strong organization skills

Problem-solving skills

Ability to work evenings, weekends and

Education

High school diploma or GED

Job description

TD Bank, N.A. is seeking a dedicated customer service associate at Westhampton Beach, NY to support everyday banking and consumer product needs with accuracy and clarity. You will help clients feel informed and empowered while upholding risk and regulatory standards.

The role demands greeting clients, processing basic transactions, opening accounts, and coordinating with specialists to meet financial goals. Flexible hours including evenings and weekends are required to succeed.