Brigantine Banking Concierge — Client Experience

TD; Brigantine (NJ); On-site; USD 30,000 - 38,000; Full time

Job summary

TD in Brigantine, NJ is seeking a customer-focused associate to provide everyday banking, open and maintain consumer accounts, and deliver proactive, needs-based service. You will serve as the first point of contact, guiding clients to the right TD partners to meet their financial goals.

Role emphasizes accurate transactions, risk awareness, and a high-touch customer experience in a fast-paced environment. Evening/weekend availability is required.

Qualifications

• High school diploma or GED.
• 1+ years demonstrated experience working with clients (volunteering, education, military experience acceptable).
• Teller or cash-handling experience in a client-facing/financial institution preferred.
• Ability to work during operating hours to include 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 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.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences.
• Creates personalized, client-first interactions that build trust and strengthen ongoing relationships.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness for compliant outcomes.
• Advocates for clients with empathy, integrity, and a long-term perspective.

Skills

Excellent communication

Strong organization

Problem-solving

Attention to detail

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD in Brigantine, NJ is seeking a customer-focused associate to provide everyday banking, open and maintain consumer accounts, and deliver proactive, needs-based service. You will serve as the first point of contact, guiding clients to the right TD partners to meet their financial goals.

Role emphasizes accurate transactions, risk awareness, and a high-touch customer experience in a fast-paced environment. Evening/weekend availability is required.