Relationship Banking Associate

TD; Cherry Hill Township (NJ); Vor Ort; USD 30.000 - 38.000; Vollzeit

Zusammenfassung

TD Bank is seeking an engaged and customer-focused Service Specialist in Cherry Hill, NJ. The role concentrates on delivering everyday banking, assisting clients with basic transactions, and guiding them to suitable TD partners to meet financial goals.

Candidates should have a high school diploma, 1+ years of client experience, and strong communication skills. Flexibility for evenings, weekends, and holidays is preferred, with opportunities to grow in a regulated, customer‑centric environment.

Qualifikationen

• High school diploma or GED.
• 1+ years demonstrated experience working with clients.
• 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.
• 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.
• Notary License preferred.

Aufgaben

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences.
• Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience and financial well‑being.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions.
• Gathers and refers clients to specialists as needed to achieve financial goals.
• Maintains compliance with AML laws and regulatory requirements.

Kenntnisse

Customer service

Communication

Organization

Problem solving

Ausbildung

High school diploma or GED

Tools

Microsoft Office

Jobbeschreibung

TD Bank is seeking an engaged and customer-focused Service Specialist in Cherry Hill, NJ. The role concentrates on delivering everyday banking, assisting clients with basic transactions, and guiding them to suitable TD partners to meet financial goals.

Candidates should have a high school diploma, 1+ years of client experience, and strong communication skills. Flexibility for evenings, weekends, and holidays is preferred, with opportunities to grow in a regulated, customer‑centric environment.