Personal Banking Concierge I

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

Job summary

TD Bank in Bohemia, New York seeks a client-focused banking associate to deliver everyday banking with accuracy and confidence. You will guide clients, help them understand products, and connect them with specialists to meet financial goals while upholding risk and regulatory standards.

The role emphasizes being a trusted guide who educates clients on self-serve solutions and supports a high-touch customer experience throughout operating hours, including evenings and weekends as needed.

Qualifications

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

Responsibilities

• First point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience.
• Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help achieve their financial objectives.
• Engages clients with professionalism with a focus on educating on appropriate products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments.
• Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions.
• Performs a broad range of client transactions and multi-step activities within established financial limits.
• Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion.

Skills

Excellent communication

Strong organization

Problem solving

Multitasking

Customer service oriented

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Bohemia, New York seeks a client-focused banking associate to deliver everyday banking with accuracy and confidence. You will guide clients, help them understand products, and connect them with specialists to meet financial goals while upholding risk and regulatory standards.

The role emphasizes being a trusted guide who educates clients on self-serve solutions and supports a high-touch customer experience throughout operating hours, including evenings and weekends as needed.