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About the Role

This role plays a vital part in delivering TD’s human, relationship-driven banking experience. As a trusted partner to clients, you will handle everyday banking and support consumer product needs by building meaningful relationships with accuracy, confidence, and clarity. Your goal is to help clients feel informed, supported, and empowered to achieve their financial goals while adhering to TD’s risk and regulatory standards.

Responsibilities

Combines transactional excellence with the capability to help clients find the right solutions through needs-based engagement.
Delivers everyday banking and basic consumer account opening/maintenance.
Proactively engages clients in meaningful conversations, helping them understand their options, and connecting them to appropriate partners.
Serves as the first point of contact for clients and acts as the hospitality ambassador of the bank location.
Guides traffic flow while delivering a high-touch client experience.
Delivers accurate, efficient everyday banking transactions.
Deepens relationships by proactively identifying needs and opportunities that will help clients reach their financial goals.
Refers clients to appropriate partners to help them achieve their financial objectives.
Demonstrates broad knowledge of banking products and services to evaluate and recommend client solutions.
Engages in inbound and outbound acquisition efforts.
Recognizes client needs and initiates appropriate referrals to specialists.
Acts on deepening client relationships.
Performs and decisions a broad range of client transactions and multi-step activities within established financial limits.
Identifies and assesses client problems in straightforward situations using standard procedures.
Escalates non-standard issues internally.
Addresses routine requests requiring minimal discretion.
Serves as an escalation point as needed.
Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
Serves as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
Acts as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy.
Creates personalized, client-first interactions that build trust and strengthen ongoing relationships.
Proactively educates clients on banking products, services, and digital capabilities.
Connects clients to specialists as needed to achieve long-term goals.
Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
Balances client needs with sound judgment, policy adherence, and risk awareness.
Advocates for clients by demonstrating empathy, integrity, and a long-term perspective.
Maintains compliance when completing operational activities in accordance with company guidelines and regulations.
Acts as a trusted first point of contact in safeguarding the integrity of the client relationship.
Operates within compliance of AML laws and regulatory requirements.
Accurately verifies client identification, maintains data integrity, and follows established authentication and documentation standards.
Identifies potential discrepancies, material changes or risk indicators and escalates appropriately.
Acts in accordance with TD's code of conduct and ethical standards.
Protects TD's clients, colleagues and the Bank.
Completes required training and continuously strengthens risk and compliance knowledge.
Contributes to a positive work environment by aligning to TD Model, Brand and Culture.
Participates fully as a member of the team.
Takes accountability for outcomes and performance.
Participates in performance and development activities.
Proactively shares insights, lessons learned, and best practices across the team.
Embraces different perspectives, backgrounds, and experiences.
Models curiosity and seeks out different perspectives to foster a growth mindset.
Collaborates with team members in contributing to the success of the team and organization.

Requirements

High school diploma or GED
1+ years 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

Brooklyn, New York, United States of America

Work Type

Full-time

Experience Level

1+ years

Education Level

High school diploma or GED

Salary/Compensations

$23.75 - $31.00 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.
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.