Client Banking Specialist

TD Bank Group; Haddonfield (NJ); On-site; USD 30,000 - 38,000; Full time

Job summary

TD Bank Group in Haddonfield, NJ seeks a customer-oriented banking professional to deliver everyday banking and support consumer product needs. You will build meaningful relationships, educate clients on products, and connect them with specialists to achieve financial goals while adhering to risk and regulatory standards.

The role emphasizes accurate, high-touch client interactions, proactive outreach, and deep knowledge of banking products and services to guide clients effectively.

Qualifications

• High school diploma or GED; 1+ year client experience preferred.
• Teller or cash-handling experience in a financial institution preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Proficient in Microsoft Office; Notary license preferred.

Responsibilities

• Serve as the first point of contact for client inquiries, issues and referrals.
• Educate clients on banking products and digital capabilities to enhance convenience.
• Balance client needs with policy adherence and risk awareness.
• Proactively schedule appointments for consumer account needs.
• Support a hospitality, relationship-driven client experience.

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank Group in Haddonfield, NJ seeks a customer-oriented banking professional to deliver everyday banking and support consumer product needs. You will build meaningful relationships, educate clients on products, and connect them with specialists to achieve financial goals while adhering to risk and regulatory standards.

The role emphasizes accurate, high-touch client interactions, proactive outreach, and deep knowledge of banking products and services to guide clients effectively.