Client-Focused Personal Banker I

TD

Pennsauken Township (NJ)

On-site

USD 45,000 - 56,000

Full time

3 days ago
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Job summary

TD Bank US is seeking a Client Service Associate at our Pennsauken Financial Center to deliver everyday banking with accuracy, confidence and a high-touch, relationship-driven client experience.

You will greet clients, process a broad range of transactions, educate customers on products and self-serve options, and refer to partners to help achieve financial goals while adhering to 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
  • Notary License preferred

Responsibilities

  • Orchestrates client experience by managing client flow and inquiries
  • Delivers hospitality ambassador experience aligned to TD's service strategy
  • Educates clients on banking products and self-serve solutions
  • Refs clients to specialists to meet financial goals while maintaining risk controls
  • Performs broad range of client transactions within approved limits
  • Identifies and escalates non-standard issues as needed

Skills

Customer service
Cash handling
Communication
Problem solving
Attention to detail

Education

High school diploma or GED
Notary License preferred

Tools

Microsoft Office

Job description

TD Bank US is seeking a Client Service Associate at our Pennsauken Financial Center to deliver everyday banking with accuracy, confidence and a high-touch, relationship-driven client experience.

You will greet clients, process a broad range of transactions, educate customers on products and self-serve options, and refer to partners to help achieve financial goals while adhering to risk and regulatory standards.

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