Banking Concierge & Client Advisor

TD; Berlin (NJ); On-site; USD 22,000 - 28,000; Part time

Job summary

TD Bank in Berlin, New Jersey is seeking a customer-focused associate to deliver everyday banking with accuracy and care. You will be the hospitality ambassador, guiding client flow and handling routine transactions with professionalism.

This role emphasizes deepening client relationships by identifying needs and referring to partners while upholding risk and regulatory standards. A high school diploma or GED is required; 1 year of client-facing experience is preferred; notary license is a plus.

Qualifications

• High school diploma or GED required.
• 1 year demonstrated experience working with clients; volunteering, education, or military experience qualifies.
• Teller or cash-handling experience preferred.
• Ability to work during evenings, weekends, and holidays as scheduled.
• Proficient in Microsoft Office; notary license preferred.

Responsibilities

• Greet clients and guide them through routine banking transactions.
• Identify client needs and refer to appropriate partners to help achieve financial goals.
• Educate clients on products and self-serve solutions while ensuring regulatory compliance.
• Perform a broad range of client transactions within financial limits.
• Escalate non-standard issues with appropriate internal teams.

Skills

Excellent communication

Relationship building

Problem solving

Organization

Education

High school diploma or GED

Notary License

Tools

Microsoft Office

Job description

TD Bank in Berlin, New Jersey is seeking a customer-focused associate to deliver everyday banking with accuracy and care. You will be the hospitality ambassador, guiding client flow and handling routine transactions with professionalism.

This role emphasizes deepening client relationships by identifying needs and referring to partners while upholding risk and regulatory standards. A high school diploma or GED is required; 1 year of client-facing experience is preferred; notary license is a plus.