Relationship Banking Associate – Client Solutions

TD Bank; Oakland Park (FL); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank in Oakland Park, Florida, is seeking a client-focused Banking Associate to deliver everyday banking and support consumer product needs, building relationships with accuracy and confidence to help clients reach their financial goals.

Responsibilities include processing transactions, opening basic accounts, educating clients on digital tools, and referring to specialists as needed while maintaining risk compliance and exceptional service.

Qualifications

• High school diploma or GED.
• 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.
• Ability to complete required job-related training upon hire.
• 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.
• Demonstrated ability to schedule and prioritize work.
• Demonstrated ability to work independently and within deadlines.
• Sound judgment in decision making and problem solving.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as the hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences.
• Creates personalized, client-first interactions that build trust and strengthen relationships.
• 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 with empathy and integrity.

Skills

Communication skills

Organization

Problem solving

Multitasking

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Oakland Park, Florida, is seeking a client-focused Banking Associate to deliver everyday banking and support consumer product needs, building relationships with accuracy and confidence to help clients reach their financial goals.

Responsibilities include processing transactions, opening basic accounts, educating clients on digital tools, and referring to specialists as needed while maintaining risk compliance and exceptional service.