Relationship Banking Associate II

TD; Morristown (NJ); On-site; USD 33,000 - 43,000; Part time

Job summary

TD Morristown, located in Morristown, NJ, seeks a part-time client service associate to deliver everyday banking with a high-touch, hospitality-focused experience. You will manage client flow, perform routine transactions, and connect clients with the right specialists to meet financial goals.

The role requires strong communication, reliability, and a proactive approach to customer needs, with training provided to support compliance and digital tools use.

Qualifications

• High school diploma or GED required.
• Experience in customer service and client-facing roles preferred.
• Willingness to work evenings, weekends and holidays as needed.
• Notary license preferred but not required.

Responsibilities

• Serve as the first point of contact for clients, guiding them with a hospitable, client-first approach.
• Educate clients on banking products, digital tools, and services to support financial goals.
• Identify client needs and refer to appropriate specialists while ensuring policy adherence.
• Manage client flow and transactions accurately, maintaining data integrity and risk awareness.
• Proactively engage clients and schedule appointments for consumer account needs.

Skills

Excellent communication

Problem-solving

Customer service

Organizational skills

Education

High school diploma or GED

Tools

Microsoft Office

Notary License

Job description

TD Morristown, located in Morristown, NJ, seeks a part-time client service associate to deliver everyday banking with a high-touch, hospitality-focused experience. You will manage client flow, perform routine transactions, and connect clients with the right specialists to meet financial goals.

The role requires strong communication, reliability, and a proactive approach to customer needs, with training provided to support compliance and digital tools use.