Part-Time Banking Associate: Client Experience

TD

New York (NY)

On-site

USD 32,000 - 41,000

Full time

5 days ago
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Job summary

TD in Fresh Meadows, NY is seeking a client-centric associate to deliver everyday banking with accuracy and care. You will guide clients through transactions, educate on digital tools, and help them reach their financial goals while adhering to risk and regulatory standards.

Ideal candidates bring strong communication, organization, and problem-solving skills, with 1 year of client-facing experience; cash-handling background is preferred, and notary license is a plus.

Qualifications

  • High school diploma or GED required.
  • 1 year demonstrated experience working with clients (volunteering, education, or military experience acceptable).
  • Teller or cash-handling experience in a client-facing/financial institution preferred.
  • Ability to work during operating hours including evenings, weekends and holidays.
  • 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.

Skills

Customer service
Communication
Organization

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD in Fresh Meadows, NY is seeking a client-centric associate to deliver everyday banking with accuracy and care. You will guide clients through transactions, educate on digital tools, and help them reach their financial goals while adhering to risk and regulatory standards.

Ideal candidates bring strong communication, organization, and problem-solving skills, with 1 year of client-facing experience; cash-handling background is preferred, and notary license is a plus.

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