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About the Role

This role plays a vital role in bringing TD's human, relationship-driven banking experience to life. You will be a trusted guide for clients, delivering everyday banking with accuracy, confidence, and clarity while helping them feel informed, supported, and empowered to achieve their financial goals, all while upholding TD's strong risk and regulatory standards.

Responsibilities

Serve as the first point of contact for clients, acting as the hospitality ambassador of the bank location.
Seamlessly guide client traffic flow while delivering a high-touch client experience.
Deliver accurate and efficient everyday banking transactions.
Deepen client relationships by proactively identifying needs and opportunities.
Refer clients to appropriate partners to help them achieve their financial objectives.
Engage clients with professionalism, focusing on educating them about appropriate products and self-serve solutions.
Recommend solutions by using insights to turn 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.
Escalate non-standard issues internally.
Orchestrate the overall client experience by effectively managing client flow (in-person and phone).
Serve as a hospitality ambassador for the financial center, delivering 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 to ensure compliant and responsible outcomes.
Proactively educate clients on banking products, services, and digital capabilities.
Connect clients to specialists as needed to achieve long-term goals.
Advocate for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions.
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.
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 included).
Teller or cash-handling experience in a client-facing/financial institution preferred.
Ability to work during operating hours, including 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 the 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.

Skills

Client relationship management
Financial transactions
Problem-solving
Communication
Organization
Microsoft Office proficiency
Risk management
Compliance
Customer service

Location

Westhampton Beach, New York, United States of America

Work Type

Full-time

Experience Level

1 year experience working with clients

Education Level

High school diploma or GED

Salary/Compensations

$23.25 - $29.75 USD

Benefits

Growth opportunities and skill development
Total Rewards package including base salary and variable compensation/incentive awards
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
Online learning platform
Mentoring programs
Training and onboarding sessions

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.
TD strives 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.
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.
TD believes that all colleagues, no matter where they work, are client facing.
Together, TD is reimagining what banking can be for 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.