Associate Banker I (20 Hours Weekly) Syosset

TD Bank•Syosset, NY
•Onsite

About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to life and serves as a trusted guide for clients. This role delivers accurate everyday banking, helps clients understand their options, and supports their financial goals while upholding risk and regulatory standards. As the financial center’s hospitality ambassador and first point of contact, the Associate Banker manages client flow, responds to inquiries, completes transactions, identifies client needs, and connects clients with appropriate partners or specialists. The position also promotes banking products and digital self-service solutions, resolves routine issues, and escalates non-standard matters. The role works within established financial limits and procedures, maintains compliance with company guidelines and regulations, and safeguards client relationships through accurate identity verification, data integrity, authentication, and documentation. The Associate Banker completes required training, collaborates with team members, contributes to a positive and inclusive workplace, and participates in performance and development activities. The position is 20 hours weekly in Syosset, New York, with work scheduled during operating hours that may include evenings, weekends, and holidays.

Requirements

  • High school diploma or GED.
  • One year of demonstrated experience working with clients; experience may include volunteering, education, or military experience.
  • Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
  • Ability to complete required job-related training upon hire.
  • Strong organization skills and ability to manage multiple tasks in a fast-paced environment.
  • Clear, concise, and consistent communication skills.
  • Demonstrated problem-solving skills and sound judgment.
  • Ability to schedule and prioritize work, work independently, and meet deadlines.
  • Proficiency in Microsoft Office.

Nice To Haves

  • Teller or cash-handling experience in a client-facing role or financial institution.
  • Notary license.

Responsibilities

  • Manage in-person and phone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
  • Deliver welcoming, relationship-driven client experiences aligned with TD’s service strategy.
  • Complete everyday banking transactions and multi-step activities accurately and efficiently within established financial limits.
  • Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and refer them to appropriate partners or specialists.
  • Recommend solutions using knowledge of banking products, available insights, tools, and resources.
  • Balance client needs with sound judgment, policy adherence, and risk awareness.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory requirements.
  • Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to team success, share insights and best practices, and participate in performance and development activities.
  • Promote a positive, collaborative work environment that values different perspectives and experiences.

Benefits

  • Base salary and variable compensation or incentive awards, including potential cash and/or equity awards through an incentive plan.
  • Health and well-being benefits.
  • Savings and retirement programs.
  • Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO.
  • Banking benefits and discounts.
  • Career development, training, mentoring programs, and an online learning platform.
  • Reward and recognition programs.
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