Part-Time Associate Banker I — Customer-Focused Banking

TD

New York (NY)

On-site

USD 32,000 - 41,000

Full time

5 days ago
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Job summary

TD Bank is seeking a client-focused associate to be the first point of contact for clients, guiding them through everyday banking with accuracy and confidence. You will identify client needs, educate on products, and refer to partners to help achieve financial goals while upholding risk standards.

The role emphasizes relationship-driven service and compliance, with opportunities to grow within TD’s total rewards and training programs. Evening, weekend hours may be required.

Qualifications

  • High school diploma or GED
  • 1 year demonstrated experience working with clients. Experience can include volunteering, education, military experience
  • 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
  • Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy
  • Creates personalized, client-first interactions that establish trust from the initial engagement and strengthen ongoing relationships
  • Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes
  • Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals
  • Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions
  • Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client
  • Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards
  • Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure
  • Acts in accordance with TD’s code of conduct and ethical standards in every decision
  • Protects TD’s clients, colleagues and the Bank - Do the right thing -own it, raise it, know it
  • Completes required training and continuously strengthens risk and compliance knowledge
  • Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
  • Takes accountability for outcomes and performance by participating in performance and development activities; proactively sharing insights, lessons learned, and best practices across the team
  • Embraces different perspectives, backgrounds, and experiences
  • Models curiosity and seeks out different perspectives to foster a growth mindset
  • Collaborates with team members in contributing to the success of the team and organization
  • The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required.

Skills

Excellent communication skills
Strong organization skills
Proficient in Microsoft Office

Education

High school diploma or GED
1 year demonstrated experience working with clients
Teller or cash-handling experience

Tools

Microsoft Office

Job description

TD Bank is seeking a client-focused associate to be the first point of contact for clients, guiding them through everyday banking with accuracy and confidence. You will identify client needs, educate on products, and refer to partners to help achieve financial goals while upholding risk standards.

The role emphasizes relationship-driven service and compliance, with opportunities to grow within TD’s total rewards and training programs. Evening, weekend hours may be required.

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