Relationship-Driven Personal Banker I

TD; Moorestown Township (NJ); On-site; USD 30,000 - 37,000; Full time

Job summary

TD in Moorestown, New Jersey, is seeking a customer-facing Banking Associate to deliver accurate, high-touch everyday banking experiences. You will guide client interactions, process transactions, and refer clients to appropriate partners to support their financial goals.

Responsibilities include educating customers on products, maintaining compliance, and building relationships through professional communication.

Qualifications

• High school diploma or GED required.
• Notary license preferred.
• Excellent communication and organization are essential.
• Ability to work during evenings, weekends, and holidays as scheduled.
• Proficient in Microsoft Office and basic banking software.

Responsibilities

• Serve as the first point of contact for clients, guiding traffic flow and delivering a high-touch experience.
• Perform everyday banking transactions accurately while identifying client needs and referrals to partners.
• Educate clients on products and self-serve options, recommending solutions when appropriate.
• Understand basic banking products to evaluate and propose client solutions.
• Handle a broad range of transactions within established limits and escalate non-standard issues.
• Maintain compliance with policies, AML rules, and data integrity in all actions.

Skills

Strong organization skills

Excellent communication

Problem-solving

Schedule and prioritize work

Independent and deadline-driven

Sound judgement

Microsoft Office

Notary License

Education

High school diploma or GED

Notary License preferred

Tools

Microsoft Office

Job description

TD in Moorestown, New Jersey, is seeking a customer-facing Banking Associate to deliver accurate, high-touch everyday banking experiences. You will guide client interactions, process transactions, and refer clients to appropriate partners to support their financial goals.

Responsibilities include educating customers on products, maintaining compliance, and building relationships through professional communication.