Client Banking Specialist

TD Bank

Wyckoff (NJ)

On-site

USD 32,000 - 41,000

Part time

3 days ago
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Job summary

TD Bank in Wyckoff, New Jersey, is seeking a part-time client service associate to welcome clients, process everyday banking transactions, and identify opportunities for referrals and cross-sell with TD partners. You will support customers with accuracy, courtesy, and a strong commitment to risk and regulatory standards.

The role emphasizes hospitality, clear communication, and the ability to manage multiple tasks in a fast-paced environment while maintaining compliance and quality service.

Qualifications

  • High school diploma or GED required.
  • 1 year demonstrated experience working with clients.
  • Teller or cash-handling experience preferred.
  • Ability to work during evenings, weekends and holidays as scheduled.
  • 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 judgement in decision making and problem solving.
  • Proficient in Microsoft Office.
  • Notary License preferred.

Responsibilities

  • Acts as first point of contact for clients, guiding them through services and referrals.
  • Delivers accurate, everyday banking transactions and deepens relationships.
  • Educates clients on products and digital capabilities to improve convenience.
  • Maintains knowledge of basic banking products to recommend client solutions.
  • Handles a broad range of client transactions within established limits.
  • Escalates non-standard issues per policy and procedure.

Skills

Customer service
Communication skills
Organization skills
Problem solving

Education

High School Diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank in Wyckoff, New Jersey, is seeking a part-time client service associate to welcome clients, process everyday banking transactions, and identify opportunities for referrals and cross-sell with TD partners. You will support customers with accuracy, courtesy, and a strong commitment to risk and regulatory standards.

The role emphasizes hospitality, clear communication, and the ability to manage multiple tasks in a fast-paced environment while maintaining compliance and quality service.

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