Impress employers and recruiters.
Choose from hundreds of resume examples.

Impress employers and recruiters.
Choose from hundreds of resume examples.

Target Resume Now

About the Role

This role is a trusted guide for clients, delivering everyday banking with accuracy and confidence while helping clients feel informed, supported, and empowered to achieve their financial goals. You will be the first point of contact for clients, serving as the hospitality ambassador of the bank location.

Responsibilities

• Serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience.
• Deliver accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities.
• Educate clients on appropriate products and self-serve solutions.
• Recommend solutions for turning routine client transactions into meaningful moments.
• Demonstrate knowledge of basic banking products and services to evaluate and recommend client solutions.
• Perform a broad range of client transactions and multi-step activities within established financial limits.
• Identify and assess client problems in straightforward situations using standard procedures and escalate non-standard issues internally.
• Manage client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals.
• Deliver consistent, relationship-driven client experiences aligned to TD’s service strategy.
• Create personalized, client-first interactions that establish trust and strengthen ongoing relationships.
• Balance client needs with sound judgment, policy adherence, and risk awareness.
• Educate clients on banking products, services, and digital capabilities.
• Connect clients to specialists as needed to achieve long-term goals.
• Demonstrate empathy, integrity, and a long-term perspective in all interactions.
• Maintain compliance when completing operational activities in accordance with company guidelines and regulations.
• Safeguard the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements.
• Accurately verify client identification, maintain data integrity, and follow established authentication and documentation standards.
• Identify potential discrepancies, material changes or risk indicators and escalate appropriately.
• Act in accordance with TD's code of conduct and ethical standards.
• Protect TD's clients, colleagues and the Bank.
• Complete required training and continuously strengthen risk and compliance knowledge.
• Contribute to a positive work environment by aligning to TD Model, Brand and Culture.
• Participate fully as a member of the team.
• Take accountability for outcomes and performance.
• Participate in performance and development activities.
• Proactively share insights, lessons learned, and best practices across the team.
• Embrace different perspectives, backgrounds, and experiences.
• Model curiosity and seek out different perspectives to foster a growth mindset.
• Collaborate with team members in contributing to the success of the team and organization.

Requirements

• High school diploma or GED
• 1 year demonstrated experience working with clients (volunteering, education, military experience)
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled
• Ability to complete required job-related training upon hire
• Proficient in Microsoft Office

Skills

• 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

Location

• Patchogue, New York, United States of America

Work Type

• Full-time

Experience Level

• 1 year demonstrated experience working with clients

Education Level

• High school diploma or GED

Salary/Compensations

• $23.25 - $29.75 USD

Benefits

• Health and well-being benefits
• Savings and retirement programs
• Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
• Banking benefits and discounts
• Career development
• Reward and recognition

About the Company

• TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
• Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world.
• More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
• TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing.
• Together, we are reimagining what banking can be for our clients, colleagues and communities.

Equal Opportunity

• TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
• If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.