Relationship Banking Associate – Client Solutions

TD Bank, N.A.; Summit (NJ); On-site; USD 25,000 - 33,000; Full time

Job summary

TD Bank, N.A. Summit location seeks a client-focused representative to manage in-person and phone interactions, guiding customers through banking services and referrals to specialists. You will support daily transactions, open accounts, and foster trusted relationships with accuracy and empathy.

The role requires strong communication, organizational skills, and flexibility to work evenings and weekends as needed, while maintaining TD’s risk standards and service quality.

Qualifications

• Excellent communication skills with clients and teammates.
• Strong organizational abilities to manage multiple tasks.
• Proven problem-solving capabilities in a fast-paced financial environment.

Responsibilities

• Orchestrates client flow and serves as the first point of contact for inquiries and referrals.
• Delivers hospitality-forward service and educates clients on banking products and digital tools.
• Ensures compliance with risk and AML policies while assisting customers.

Skills

Excellent communication

Strong organization

Problem-solving

Evening/weekend availability

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD Bank, N.A. Summit location seeks a client-focused representative to manage in-person and phone interactions, guiding customers through banking services and referrals to specialists. You will support daily transactions, open accounts, and foster trusted relationships with accuracy and empathy.

The role requires strong communication, organizational skills, and flexibility to work evenings and weekends as needed, while maintaining TD’s risk standards and service quality.