Client Banking Specialist

TD; Hammonton (NJ); On-site; USD 30,000 - 36,000; Full time

Job summary

TD Bank in Hammonton, New Jersey is hiring a Customer Service Associate to be the hospitality ambassador of the financial center, guiding traffic and delivering a high touch client experience while performing everyday banking with accuracy and confidence.

You will deepen relationships by identifying client needs, educating them on products and digital tools, and referring to partners to help achieve financial goals, all while upholding TD's risk and regulatory standards.

Qualifications

• High school diploma or GED.
• 1 year demonstrated experience working with clients. Experience can include volunteering, education, military experience.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled.
• Ability to complete required job-related training upon hire.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with ability to be concise, clear and consistent.
• Demonstrated effective problem-solving skills.
• Demonstrated ability to schedule and prioritize work.
• Demonstrated ability to work independently and within deadlines.
• Sound judgment in decision making and problem solving.
• Proficient in Microsoft Office.
• Notary License preferred.

Responsibilities

• First point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience.
• Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help achieve their financial objectives.
• Engages clients with professionalism with a focus on educating on appropriate products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments.
• Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions.
• Performs a broad range of client transactions and multi-step activities within established financial limits.
• Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion.

Job description

TD Bank in Hammonton, New Jersey is hiring a Customer Service Associate to be the hospitality ambassador of the financial center, guiding traffic and delivering a high touch client experience while performing everyday banking with accuracy and confidence.

You will deepen relationships by identifying client needs, educating them on products and digital tools, and referring to partners to help achieve financial goals, all while upholding TD's risk and regulatory standards.