Associate Banker I (Hylan) PT 20 Hours

TD•New York, NY
•$23 - $30•Onsite

About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to life, serving as a trusted guide who delivers everyday banking accurately and clearly while helping clients feel informed, supported, and empowered to pursue their financial goals. The role upholds TD’s risk and regulatory standards and acts as a hospitality ambassador and first point of contact at the financial center. The position manages in-person and phone client flow, handles a broad range of everyday banking transactions and activities within established financial limits, and identifies client needs and opportunities. It educates clients about banking products, services, and digital capabilities, recommends suitable solutions, and refers clients to appropriate partners or specialists. Routine issues are handled using standard procedures, with non-standard issues escalated as needed. The role also maintains operational, AML, identification-verification, authentication, and documentation requirements; identifies and escalates discrepancies and risk indicators; completes required training; and collaborates with the team to support a positive, inclusive work environment and ongoing client service improvements.

Requirements

  • High school diploma or GED.
  • At least 1 year of demonstrated experience working with clients; qualifying 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.
  • 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 a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
  • Create personalized client interactions that establish trust and strengthen ongoing relationships.
  • Complete accurate and efficient everyday banking transactions and multi-step activities within established financial limits.
  • Identify client needs and opportunities, educate clients on banking products, services, and digital capabilities, recommend solutions, and connect clients with appropriate partners or specialists.
  • Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
  • Verify client identification, maintain data integrity, and follow AML, authentication, and documentation requirements.
  • Identify potential discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Act in accordance with TD's code of conduct and ethical standards and protect clients, colleagues, and the Bank.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to the team by sharing insights and best practices, participating in development activities, collaborating with colleagues, and embracing different perspectives.

Benefits

  • 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
  • Reward and recognition
  • Training and onboarding
  • Online learning platform and mentoring programs
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