Client Banking Concierge

TD; Wall (SD); On-site; USD 30,000 - 37,000; Full time

Job summary

TD Bank is seeking a client-focused banking associate in Wall, NJ to serve as the hospitality ambassador at the financial center. You will handle everyday transactions with accuracy, educate clients on products, and support them in achieving their financial goals while upholding risk and regulatory standards.

The role emphasizes high-quality client interactions, multi-tasking, and proactive referrals to partners.

Qualifications

• High school diploma or GED required.
• 1 year of demonstrated experience working with clients or in a service role.
• Teller or cash-handling experience preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Strong organization and problem-solving skills.

Responsibilities

• Greet and assist clients as the first point of contact, guiding traffic and delivering a high-touch experience.
• Process everyday banking transactions accurately while deepening relationships and referring clients to partners.
• Educate clients on products and self-serve options, using insights to recommend solutions.
• Handle client inquiries and issues within standard procedures; escalate non-standard cases as needed.
• Adhere to TD's risk, regulatory, AML, and data standards in all activities.

Skills

Customer service

Cash handling

Communication skills

Attention to detail

Notary license preferred

Education

High school diploma or GED

Job description

TD Bank is seeking a client-focused banking associate in Wall, NJ to serve as the hospitality ambassador at the financial center. You will handle everyday transactions with accuracy, educate clients on products, and support them in achieving their financial goals while upholding risk and regulatory standards.

The role emphasizes high-quality client interactions, multi-tasking, and proactive referrals to partners.