Relationship Banking Associate

TD; City of Rensselaer (NY); On-site; USD 33,000 - 43,000; Full time

Job summary

TD Bank in New York, NY is seeking a Client Service Associate to deliver a high-touch, relationship-driven banking experience. You will be the first point of contact for clients, handling everyday transactions with accuracy and courtesy.

You will proactively engage customers, assess needs, explain products and digital capabilities, and guide them to the right specialists, while upholding risk and regulatory standards.

Qualifications

• High school diploma or GED required.
• 1+ years demonstrated experience working with clients.
• Teller or cash-handling experience preferred.
• Strong communication and organizational skills.
• Ability to work during evenings, weekends and holidays.

Responsibilities

• Orchestrates the overall client experience by managing client flow.
• Serves as a hospitality ambassador delivering client experiences aligned to TD’s service strategy.
• Educates clients on banking products and digital capabilities.
• Schedules appointments for consumer account needs and deepening opportunities.
• Refers clients to specialists to achieve financial objectives.

Skills

Customer service

Communication

Problem solving

Multitasking

Microsoft Office

Education

High school diploma or GED

Notary License preferred

Job description

TD Bank in New York, NY is seeking a Client Service Associate to deliver a high-touch, relationship-driven banking experience. You will be the first point of contact for clients, handling everyday transactions with accuracy and courtesy.

You will proactively engage customers, assess needs, explain products and digital capabilities, and guide them to the right specialists, while upholding risk and regulatory standards.