Junior Relationship Banker

TD; Village of Westhampton Beach (NY); On-site; USD 32,000 - 52,000; Full time

Job summary

TD is seeking a customer-focused associate in Westhampton Beach, NY. This role serves as the first point of contact, guiding clients through everyday banking and referrals to specialists to help meet financial goals while upholding risk and regulatory standards.

Responsibilities include facilitating transactions, educating clients on products, and maintaining strong client relationships. The role requires flexibility to work evenings, weekends, and holidays and strong communication and

Qualifications

• High school diploma or GED required or equivalent.
• 1 year demonstrated experience working with clients.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours including evenings, weekends and holidays.
• Strong organizational skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with the ability to be concise and clear.
• Demonstrated effective problem-solving skills.
• Ability to schedule and prioritize work and work independently.
• Sound judgment in decision making and problem solving.
• Proficient in Microsoft Office.

Responsibilities

• Orchestrates the overall client experience by managing client flow and inquiries.
• Delivers hospitality ambassador experience aligning to TD’s service strategy.
• Creates personalized client-first interactions to build trust.
• Balances client needs with policy adherence and risk awareness.
• Educates clients on banking products and digital capabilities and refers to specialists as needed.
• Advocates for clients with empathy, integrity, and a long-term perspective.

Skills

Customer service

Communication

Problem solving

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Job description

TD is seeking a customer-focused associate in Westhampton Beach, NY. This role serves as the first point of contact, guiding clients through everyday banking and referrals to specialists to help meet financial goals while upholding risk and regulatory standards.

Responsibilities include facilitating transactions, educating clients on products, and maintaining strong client relationships. The role requires flexibility to work evenings, weekends, and holidays and strong communication and