Personal Banking Associate

TD Bank; Bay Shore (NY); On-site; USD 32,000 - 41,000; Full time

Job summary

TD Bank in Bay Shore, NY is hiring for a front-line Client Experience Associate. You will greet clients, handle everyday banking transactions, and deepen relationships by identifying needs and referring to partners.

The role emphasizes excellent communication, ability to work in a fast-paced environment, and compliance with risk and regulatory standards. Evening/weekend shifts may be required.

Qualifications

• High school diploma or GED
• 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 organization and communication skills
• Proficient in Microsoft Office

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as a 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 and digital capabilities to enhance convenience.

Skills

Communication skills

Organization skills

Customer service

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Bay Shore, NY is hiring for a front-line Client Experience Associate. You will greet clients, handle everyday banking transactions, and deepen relationships by identifying needs and referring to partners.

The role emphasizes excellent communication, ability to work in a fast-paced environment, and compliance with risk and regulatory standards. Evening/weekend shifts may be required.