Relationship Banking Specialist

TD Bank Group; Egg Harbor Township (NJ); On-site; USD 30,000 - 38,000; Part time

Job summary

TD Bank Group in Egg Harbor Township, NJ is seeking a part-time client services colleague to manage in-person and phone client flow, deliver relationship-driven experiences, and educate clients on banking products. This role emphasizes accuracy, empathy, and adherence to TD's risk standards.

The ideal candidate has at least a high school diploma and 1+ years of client-facing experience, with cash-handling background preferred.

Qualifications

• 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 including evenings, weekends and holidays as scheduled.
• Notary License preferred.
• Strong organization, communication and problem-solving skills.

Responsibilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD's service strategy.
• 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, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals.
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes.
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions.

Skills

Hospitality mindset

Communication skills

Problem solving

Organization skills

Teamwork

Education

High school diploma or GED

Job description

TD Bank Group in Egg Harbor Township, NJ is seeking a part-time client services colleague to manage in-person and phone client flow, deliver relationship-driven experiences, and educate clients on banking products. This role emphasizes accuracy, empathy, and adherence to TD's risk standards.

The ideal candidate has at least a high school diploma and 1+ years of client-facing experience, with cash-handling background preferred.