Associate Banker I - 100 East Dekalb Pike, King of Prussia, Pennsylvania (Full Time)

TD Bank•King of Prussia, PA

1d•Onsite

About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to clients by providing accurate, clear, and confident everyday banking service. As a trusted guide and hospitality ambassador for the financial center, this role welcomes clients, manages in-person and phone traffic, responds to inquiries, resolves routine issues, and refers clients to appropriate partners. The Associate Banker identifies client needs and opportunities, explains relevant banking products and digital self-service options, and helps clients find solutions that support their financial goals. The role performs a broad range of client transactions and multi-step activities within established financial limits. It requires sound judgment, attention to risk, and compliance with company policies, AML laws, and regulatory requirements, including accurate identity verification and documentation. Routine matters are handled using standard procedures, while non-standard issues and potential risks are escalated appropriately. The Associate Banker also completes required training and contributes to a collaborative, inclusive team environment.

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 handle multiple tasks in a fast-paced environment.
Excellent communication skills, with the ability to be concise, clear, and consistent.
Demonstrated problem-solving skills and sound judgment in decision-making.
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 financial institution.
Notary license.

Responsibilities

Serve as the first point of contact and hospitality ambassador for clients, managing in-person and phone traffic and directing clients to appropriate partners.
Deliver accurate, efficient everyday banking transactions and multi-step activities within established financial limits.
Build client relationships by identifying needs, educating clients on appropriate products, services, and digital capabilities, and recommending or referring them to suitable solutions and specialists.
Create personalized, relationship-driven client interactions that establish trust and support clients’ financial well-being and long-term goals.
Resolve routine client requests and straightforward problems using standard procedures, and escalate non-standard issues appropriately.
Follow company guidelines, AML laws, regulatory requirements, authentication procedures, and documentation standards to protect clients and minimize risk.
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 a positive, inclusive team environment, collaborate with colleagues, and share insights and best practices.
Take accountability for performance and outcomes and participate in performance and development activities.