Hospitality Banking Associate I

TD Bank, N.A.; Stamford (CT); On-site; USD 32,000 - 40,000; Part time

Job summary

TD Bank, N.A. in Stamford, CT is seeking a Customer Service Professional to serve as the hospitality ambassador of the financial center, delivering friendly, accurate everyday banking and guiding clients to the right solutions.

The role emphasizes risk awareness and regulatory compliance while building lasting relationships. You will handle routine transactions, educate clients on products, and refer opportunities to partners to help clients reach their financial goals, with the flexibility to

Qualifications

• High school diploma or GED.
• 1 year demonstrated experience working with clients (volunteering, education, or military experience count).
• 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.
• 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

• First point of contact for clients as they serve as the hospitality ambassador of the bank location.
• Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help achieve their financial objectives.
• Educates clients on banking products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments.
• Performs a broad range of client transactions and multi-step activities within established financial limits.
• Identifies and assesses client problems in straightforward situations using standard procedures and escalates non-standard issues internally.
• Maintains compliance with AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards.
• Completes required training and contributes to a positive work environment.

Skills

Excellent communication skills

Strong organization skills

Problem-solving skills

Schedule and prioritize work

Independent work ability

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. in Stamford, CT is seeking a Customer Service Professional to serve as the hospitality ambassador of the financial center, delivering friendly, accurate everyday banking and guiding clients to the right solutions.

The role emphasizes risk awareness and regulatory compliance while building lasting relationships. You will handle routine transactions, educate clients on products, and refer opportunities to partners to help clients reach their financial goals, with the flexibility to