Part-Time Banking Concierge & Client Advisor

TD Bank Group

Woodbridge Township (NJ)

On-site

USD 30,000 - 38,000

Full time

2 days ago

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Job summary

TD Bank Group in Woodbridge, NJ seeks a client-focused associate to deliver everyday banking and support consumer product needs. You will engage clients with accuracy and empathy, guiding them through options and referrals to specialists as needed.

The role emphasizes relationship-building, compliance, and high‑touch service, with opportunities for growth within Personal & Commercial Banking.

Qualifications

High school diploma or GED required.
1+ years demonstrated experience working with clients.
Proficient in Microsoft Office.
Notary license preferred.

Responsibilities

Orchestrates the overall client experience by managing client flow and acting as the first point of contact for inquiries, issue resolution, and referrals.
Delivers hospitality-forward client experiences aligned to the bank's service strategy.
Creates personal, client-first interactions that build trust and strengthen ongoing relationships.
Educates clients on banking products and digital capabilities to enhance convenience and financial well-being.
Engages clients through proactive outreach and scheduling for consumer account needs.
Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
Advocates for clients with empathy and a long-term perspective in all interactions.