Associate Banker I/Moorestown

TD Bank•Moorestown, NJ

8d•Onsite

About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to clients, serving as a trusted guide who delivers everyday banking accurately and clearly. The role helps clients feel informed and supported as they work toward their financial goals while upholding risk and regulatory standards. As a first point of contact and hospitality ambassador for the financial center, the Associate Banker guides client flow, handles routine banking transactions, identifies client needs, and connects clients with appropriate partners and specialists. The position performs a broad range of client transactions and multi-step activities within established financial limits, educates clients about banking products and digital self-service options, and recommends solutions using available insights and resources. It addresses routine requests using established procedures and escalates non-standard issues. The role also safeguards client relationships through accurate identity verification, sound documentation, data integrity, and compliance with applicable policies and regulations. The stated schedule is 40 hours, with availability required during operating hours, including evenings, weekends, and holidays as scheduled.

Requirements

High school diploma or GED.
At least 1 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.
Excellent communication skills, including the ability to communicate concisely, clearly, and consistently.
Demonstrated problem-solving skills.
Ability to schedule and prioritize work, work independently, and meet deadlines.
Sound judgment in decision-making and problem-solving.
Proficiency in Microsoft Office.

Nice To Haves

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

Responsibilities

Manage client flow in person and by phone, serving as the first point of contact for inquiries, issue resolution, and referrals.
Deliver a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
Conduct accurate, efficient everyday banking transactions and multi-step activities within established financial limits.
Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and recommend appropriate solutions.
Refer clients to appropriate partners or specialists to support their financial objectives and long-term goals.
Assess routine client problems using standard procedures and escalate non-standard issues internally.
Maintain compliance with company guidelines, AML laws, and regulatory requirements, including accurate identity verification, data integrity, authentication, and documentation.
Identify potential 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 a positive team environment, collaborate with colleagues, and share insights, lessons learned, and best practices.
Participate in performance and development activities and take accountability for outcomes.
Embrace different perspectives and demonstrate curiosity and a growth mindset.