Banking Client Associate – Woodbridge

TD; Woodbridge (CT); On-site; USD 61,606,000 - 76,650,000; Full time

Job summary

TD Bank in Woodbridge, NJ is seeking a Client Services Associate to be the hospitality ambassador for the financial center, delivering accurate everyday banking and helping clients feel informed and supported.

You will process transactions, identify client needs, educate on products and digital tools, and connect clients with specialists to achieve financial goals while maintaining risk and regulatory standards.

Qualifications

• High school diploma or GED required.
• At least 1 year experience working with clients.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends, and holidays as scheduled.
• Strong MS Office skills.
• Notary license preferred.

Responsibilities

• Greet clients and guide traffic flow in the lobby.
• Process everyday banking transactions accurately.
• Identify client needs and refer to appropriate partners.
• Educate clients on products and self-serve options.
• Handle routine requests within established limits.
• Escalate non-standard issues per policy.

Skills

Organization

Communication

Problem solving

Time management

Independence

Microsoft Office

Customer service

Education

High school diploma or GED

1 year client experience

Notary license preferred

Job description

TD Bank in Woodbridge, NJ is seeking a Client Services Associate to be the hospitality ambassador for the financial center, delivering accurate everyday banking and helping clients feel informed and supported.

You will process transactions, identify client needs, educate on products and digital tools, and connect clients with specialists to achieve financial goals while maintaining risk and regulatory standards.