Personal Banking Concierge

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

Job summary

TD Bank in Nanuet, New York is seeking a client-focused associate to provide everyday banking support and deliver high-touch service. You will handle transactions, educate clients on self-serve options, and guide them to the right TD partners while upholding risk and regulatory standards.

Flexibility to work evenings, weekends, and holidays is required as part of branch coverage and client needs. A strong emphasis is placed on accurate service and personalized, relationship-driven interactions.

Qualifications

• High school diploma or GED required.
• 1 year of client-facing experience.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends and holidays.
• Strong organization and multitasking skills.
• Excellent communication skills.
• Problem-solving ability.
• Ability to work independently and meet deadlines.
• Proficiency in Microsoft Office.
• Notary license preferred.

Responsibilities

• Manage client flow as the first point of contact and assist with inquiries and referrals.
• Serve as a hospitality ambassador for the branch, delivering consistent client experiences.
• Create personalized, client-first interactions and build trust from initial engagement.
• Balance client needs with policy adherence and risk considerations to ensure compliant outcomes.
• Educate clients on banking products, services, and digital capabilities; promote self-serve options.
• Refer clients to appropriate specialists to support long-term financial goals.

Skills

Communication skills

Problem solving

Organization

Attention to detail

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Nanuet, New York is seeking a client-focused associate to provide everyday banking support and deliver high-touch service. You will handle transactions, educate clients on self-serve options, and guide them to the right TD partners while upholding risk and regulatory standards.

Flexibility to work evenings, weekends, and holidays is required as part of branch coverage and client needs. A strong emphasis is placed on accurate service and personalized, relationship-driven interactions.