Relationship Banking Associate

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

Job summary

TD Bank in Hauppauge, NY seeks a client-focused associate to serve as the hospitality ambassador for the financial center. You will deliver accurate everyday banking transactions, educate clients on products and digital tools, and help them achieve financial goals while upholding TD's risk standards.

The role requires at least a high school diploma or GED, and 1 year of client-facing experience; teller experience is preferred. On-site hours include evenings, weekends, and holidays.

Qualifications

• High school diploma or GED required.
• At least 1 year of client-facing experience.
• Teller or cash-handling experience preferred.
• Notary license preferred.

Responsibilities

• Be the first point of contact for clients, guiding traffic and delivering a high-touch experience.
• Process a broad range of client transactions accurately within established limits.
• Educate clients on banking products and digital services, referring to specialists as needed.
• Maintain AML and regulatory compliance in daily activities.
• Balance client needs with policy adherence and risk awareness to ensure compliant outcomes.

Skills

Communication skills

Organization skills

Problem-solving

Multi-tasking

Education

High school diploma or GED

1 year client-facing experience

Teller or cash-handling experience

Notary license preferred

Tools

Microsoft Office

Job description

TD Bank in Hauppauge, NY seeks a client-focused associate to serve as the hospitality ambassador for the financial center. You will deliver accurate everyday banking transactions, educate clients on products and digital tools, and help them achieve financial goals while upholding TD's risk standards.

The role requires at least a high school diploma or GED, and 1 year of client-facing experience; teller experience is preferred. On-site hours include evenings, weekends, and holidays.