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About the Role

This role plays a vital part in delivering TD's human, relationship-driven banking experience. You will be a trusted guide for clients, handling everyday banking with accuracy and confidence, while empowering them to achieve their financial goals and upholding TD's risk and regulatory standards.

Responsibilities

Serve as the first point of contact for clients, acting as a hospitality ambassador and guiding client flow.
Deliver accurate and efficient everyday banking transactions.
Deepen client relationships by identifying needs and opportunities, referring clients to appropriate partners.
Educate clients on products and self-serve solutions, recommending solutions to turn routine transactions into meaningful moments.
Demonstrate knowledge of basic banking products and services to 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.
Orchestrate the overall client experience by managing client flow, inquiries, issue resolution, and referrals.
Serve as a hospitality ambassador, delivering consistent, relationship-driven client experiences.
Create personalized, client-first interactions that establish trust and strengthen relationships.
Balance client needs with sound judgment, policy adherence, and risk awareness.
Proactively educate clients on banking products, services, and digital capabilities.
Advocate for clients by demonstrating empathy, integrity, and a long-term perspective.
Maintain compliance when completing operational activities in accordance with company guidelines and regulations.
Act as a trusted first point of contact in safeguarding 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.
Take accountability for outcomes and performance by participating in performance and development activities.
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 (including volunteering, education, military experience).
Ability to work during operating hours, including 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

Ozone Park, 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 (Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development
Reward and recognition
Regular development conversations
Training programs
Online learning platform
Mentoring programs

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.
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.