Client-First Banking Associate I

TD Bank Group; Hazlet Township (NJ); On-site; USD 30,000 - 37,000; Full time

Job summary

TD Bank Group in Hazlet, New Jersey is seeking a client-focused service associate to guide clients through everyday banking with accuracy and clarity. You will help clients reach financial goals while upholding risk standards and delivering a high-touch experience.

The role emphasizes hospitality, product education, and referrals to specialists, with the ability to handle multiple tasks and work within regulatory guidelines.

Qualifications

• High school diploma or GED.
• 1 year demonstrated experience working with clients.
• Teller or cash-handling experience in a client facing/financial institution preferred.

Responsibilities

• First point of contact for clients as hospitality ambassador of the bank location.
• Delivers accurate, efficient everyday banking transactions and deepens relationships.
• Educates clients on products and self-serve solutions.
• Performs a broad range of client transactions within established financial limits.
• Identifies and assesses client problems and escalates non-standard issues internally.

Skills

Excellent communication

Customer service

Problem solving

Microsoft Office

Education

Notary License preferred

Job description

TD Bank Group in Hazlet, New Jersey is seeking a client-focused service associate to guide clients through everyday banking with accuracy and clarity. You will help clients reach financial goals while upholding risk standards and delivering a high-touch experience.

The role emphasizes hospitality, product education, and referrals to specialists, with the ability to handle multiple tasks and work within regulatory guidelines.