Client Banking Concierge

TD Bank Group

Wyckoff (NJ)

On-site

USD 32,000 - 41,000

Full time

2 days ago
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Job summary

TD Bank Group is seeking a client-focused associate in Wyckoff, NJ to serve as the hospitality ambassador at the financial center. You will handle in-person and phone inquiries, perform everyday banking transactions with accuracy, and help clients understand products and digital options.

You will educate clients, identify needs, and refer them to specialists as appropriate. The role requires a high school diploma or GED and strong communication and organization skills, with the ability to work

Qualifications

  • High school diploma or GED required, notary license preferred.
  • 1 year demonstrated experience working with clients or similar settings.
  • Teller or cash-handling experience in a financial institution is a plus.

Responsibilities

  • Serve as first point of contact for client inquiries and issue resolution.
  • Deliver accurate, high-touch everyday banking transactions.
  • Educate clients on banking products and digital capabilities.
  • Refer clients to suitable partners to meet financial goals.
  • Maintain compliance with policies and risk controls.

Skills

Customer service
Communication
Problem solving
Organization
Attention to detail

Education

High school diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group is seeking a client-focused associate in Wyckoff, NJ to serve as the hospitality ambassador at the financial center. You will handle in-person and phone inquiries, perform everyday banking transactions with accuracy, and help clients understand products and digital options.

You will educate clients, identify needs, and refer them to specialists as appropriate. The role requires a high school diploma or GED and strong communication and organization skills, with the ability to work

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