Associate Banker II: Personal Banking & Client Advisor

TD Bank

Berkeley Heights (NJ)

On-site

USD 33,000 - 43,000

Part time

4 days ago
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Job summary

TD Bank is seeking a client-focused associate in Berkeley Heights, NJ, to deliver everyday banking services and support consumer product needs. You will engage with clients, open and maintain accounts, and refer to specialists as needed, while upholding risk and regulatory standards.

The role requires a high school diploma, 1+ years of client-facing experience, and cash-handling skills. Availability to work evenings, weekends, and holidays is expected; familiarity with Microsoft Office is a plus.

Qualifications

  • High school diploma or GED required.
  • 1+ years demonstrated experience working with clients (volunteering, education, military experience counted).
  • Teller or cash-handling experience in a client facing/financial institution preferred.
  • Ability to work during operating hours including evenings, weekends and holidays.
  • Complete required job-related training upon hire.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with concise, clear, and consistent delivery.
  • Demonstrated effective problem-solving skills.
  • Demonstrated ability to schedule and prioritize work.
  • Demonstrated ability to work independently and within deadlines.
  • Sound judgement in decision making and problem solving.
  • Notary License preferred.

Responsibilities

  • Orchestrates the overall client experience by managing client flow and referrals to partners.
  • Serves as a hospitality ambassador, delivering a high-touch client experience.
  • Creates personalized, client-first interactions to build trust.
  • Educates clients on banking products, services, and digital capabilities.
  • Engages clients through proactive outreach and scheduling appointments.
  • Balances client needs with policy adherence and risk considerations.

Education

High school diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank is seeking a client-focused associate in Berkeley Heights, NJ, to deliver everyday banking services and support consumer product needs. You will engage with clients, open and maintain accounts, and refer to specialists as needed, while upholding risk and regulatory standards.

The role requires a high school diploma, 1+ years of client-facing experience, and cash-handling skills. Availability to work evenings, weekends, and holidays is expected; familiarity with Microsoft Office is a plus.

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