Part-Time Client Experience Banker

TD; Syosset (NY); On-site; USD 32,000 - 41,000; Full time

Job summary

TD in Syosset, NY is seeking a Client Service Associate to be the hospitality ambassador of the financial center, delivering accurate, friendly everyday banking and guiding clients toward the right solutions while upholding TD's risk standards.

You will handle routine transactions, identify client needs, educate on products and digital tools, and refer complex requests to specialists. This role requires excellent communication, multitasking, and the ability to work evenings and weekends.

Qualifications

• High school diploma or GED.
• 1 year demonstrated experience working with clients. Experience can include volunteering, education, or military service.
• 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

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as the hospitality ambassador for the financial center, delivering relationship-driven client experiences.
• Creates personalized, client-first interactions that establish trust from the initial engagement.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective.

Skills

Customer service

Cash handling

Communication

Notary license preferred

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD in Syosset, NY is seeking a Client Service Associate to be the hospitality ambassador of the financial center, delivering accurate, friendly everyday banking and guiding clients toward the right solutions while upholding TD's risk standards.

You will handle routine transactions, identify client needs, educate on products and digital tools, and refer complex requests to specialists. This role requires excellent communication, multitasking, and the ability to work evenings and weekends.