Client Banking Associate - Relationship Builder

TD

Stafford Township (NJ)

On-site

USD 30,000 - 38,000

Full time

4 days ago
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Job summary

TD Bank in Manahawkin, New Jersey is seeking a Customer Service role focused on everyday banking, account support, and client engagement. You will help clients open/maintain basic accounts, guide them through services, and connect them with specialists to meet financial goals.

You will be the hospitality ambassador of the financial center, handling client flow and positive interactions while adhering to TD’s risk and regulatory standards.

Qualifications

  • High school diploma or GED required.
  • 1+ years of demonstrated experience working with clients.
  • Teller or cash-handling experience in a client-facing role preferred.
  • Ability to work evenings, weekends, and holidays as scheduled.
  • Proficient in Microsoft Office.
  • Notary license preferred.

Responsibilities

  • Orchestrates the overall client experience by managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
  • Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy.
  • Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships.
  • Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals.
  • Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
  • Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes.
  • Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions.

Skills

Excellent communication
Strong organization
Problem-solving
Team player
Attention to detail
Customer service

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Manahawkin, New Jersey is seeking a Customer Service role focused on everyday banking, account support, and client engagement. You will help clients open/maintain basic accounts, guide them through services, and connect them with specialists to meet financial goals.

You will be the hospitality ambassador of the financial center, handling client flow and positive interactions while adhering to TD’s risk and regulatory standards.

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