Client Banking Associate: Build Relationships & Solutions

TD

Woodbridge (CT)

On-site

USD 30,000 - 37,000

Full time

10 days ago
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Job summary

TD Bank is seeking a customer service associate in Woodbridge, NJ to deliver everyday banking with a high-touch, relationship-driven approach. You will be the hospitality ambassador, guiding clients through accurate transactions and introducing them to TD’s products and digital tools to empower financial decisions.

As part of Personal & Commercial Banking, you will engage with clients, handle inquiries, and refer opportunities to appropriate partners while maintaining TD’s risk and regulatory

Qualifications

  • High school diploma or GED required.
  • 1+ years experience with clients or in a service role.
  • Teller or cash-handling experience preferred.
  • Able to work evenings, weekends and holidays as scheduled.
  • Strong organization and communication skills.
  • Notary license preferred.

Responsibilities

  • Manage client flow and serve as the first point of contact for inquiries and referrals.
  • Deliver everyday banking transactions and guidance, connecting clients to specialists as needed.
  • Educate clients on banking products and digital capabilities to improve convenience and financial well-being.
  • Engage clients through proactive outreach and appointment scheduling for consumer accounts.
  • Balance client needs with risk awareness to ensure compliant outcomes.

Skills

Excellent communication skills
Strong organizational skills
Problem solving
Ability to work independently

Education

High school diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank is seeking a customer service associate in Woodbridge, NJ to deliver everyday banking with a high-touch, relationship-driven approach. You will be the hospitality ambassador, guiding clients through accurate transactions and introducing them to TD’s products and digital tools to empower financial decisions.

As part of Personal & Commercial Banking, you will engage with clients, handle inquiries, and refer opportunities to appropriate partners while maintaining TD’s risk and regulatory

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