Associate Banker I (20 Hours Weekly) - Pearl River

TD•Pearl River, NY
•$23 - $30•Onsite

About The Position

The Associate Banker I brings TD’s human, relationship-driven banking experience to life by serving as a trusted guide for clients. The role delivers everyday banking accurately and confidently, helping clients feel informed and supported as they work toward 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 in-person and phone traffic, responds to client inquiries, resolves routine issues, and refers clients to appropriate partners. The role processes a broad range of everyday banking transactions and multi-step activities within established financial limits, identifies client needs, and educates clients about relevant products, services, and self-service digital capabilities. It applies standard procedures to straightforward problems and escalates non-standard issues. The position also requires compliance with operational guidelines, anti-money laundering laws, and regulatory requirements, including accurate identity verification, data integrity, and established authentication and documentation standards. The Associate Banker completes required training, contributes to team performance and a positive work environment, and participates in development activities.

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 role or financial institution.
  • Notary license.

Responsibilities

  • Serve as the first point of contact for clients, managing in-person and phone traffic and directing clients to appropriate partners.
  • Deliver a high-touch, relationship-driven client experience as a hospitality ambassador for the financial center.
  • Process 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 specialists when appropriate.
  • Resolve routine client inquiries and issues using standard procedures and escalate non-standard matters internally.
  • Balance client needs with sound judgment, policy adherence, and risk awareness.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, anti-money laundering, and other regulatory standards.
  • Identify discrepancies, material changes, and 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, share insights and best practices, and participate in performance and development activities.
  • Act in accordance with TD’s code of conduct and ethical standards.

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
  • Access to an online learning platform and mentoring programs
  • Base salary and variable compensation or incentive awards, subject to eligibility
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