Relationship Banking Associate

TD; New York (NY); On-site; USD 32,000 - 43,000; Full time

Job summary

TD Bank is seeking a Client Banking Associate in Brooklyn, NY to deliver everyday banking and support consumer product needs by building meaningful relationships with clients. The role prioritizes accuracy, confidence, and compliance with TD’s risk and regulatory standards.

You will act as the hospitality ambassador at the financial center, guiding client flow and delivering a high-touch experience while identifying client needs and advising on suitable solutions.

Qualifications

• Minimum high school diploma or GED required.
• 1+ years demonstrated experience working with clients.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated effective problem-solving skills.
• Notary License preferred.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences.
• Creates personalized, client-first interactions that build trust from initial engagement.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Advocates for clients by demonstrating empathy and integrity in all interactions.

Skills

Customer service

Communication

Cash handling

Problem solving

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank is seeking a Client Banking Associate in Brooklyn, NY to deliver everyday banking and support consumer product needs by building meaningful relationships with clients. The role prioritizes accuracy, confidence, and compliance with TD’s risk and regulatory standards.

You will act as the hospitality ambassador at the financial center, guiding client flow and delivering a high-touch experience while identifying client needs and advising on suitable solutions.