Relationship Banking Associate

TD Bank, N.A.; New York (NY); On-site; USD 33,000 - 43,000; Full time

Job summary

TD Bank, N.A. in New York, NY is seeking a customer service oriented role focused on delivering everyday banking and guiding clients to the right solutions. You will be the first point of contact, handling client inquiries and referrals with accuracy and care.

The role emphasizes relationship building, adherence to risk standards, and proactive outreach to customers while supporting basic account needs and conversions to appropriate TD partners.

Qualifications

• High school diploma or GED.
• 1+ year experience working with clients; teller or cash handling preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Strong organization and communication skills; problem solving ability.
• Notary license preferred.

Responsibilities

• Orchestrates the overall client experience by managing client flow and referrals.
• Acts as a hospitality ambassador delivering relationship‑driven service.
• Educates clients on banking products and digital capabilities to enhance convenience.
• Schedules appointments for consumer account needs and deepens opportunities.
• Ensures compliant outcomes by following risk and policy guidelines.

Skills

Customer service

Communication

Problem solving

Time management

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank, N.A. in New York, NY is seeking a customer service oriented role focused on delivering everyday banking and guiding clients to the right solutions. You will be the first point of contact, handling client inquiries and referrals with accuracy and care.

The role emphasizes relationship building, adherence to risk standards, and proactive outreach to customers while supporting basic account needs and conversions to appropriate TD partners.