Associate Banker I (20 Hours Weekly) Westhampton Beach

TD Bank•Westhampton Beach, NY

8h•Onsite

About The Position

The Associate Banker I delivers a relationship-driven banking experience and serves as a trusted guide for clients. As a first point of contact and hospitality ambassador for the financial center, the role manages in-person and phone client flow, handles inquiries and routine issues, completes everyday banking transactions accurately, and connects clients with appropriate partners. The Associate Banker educates clients about banking products, services, and digital self-service options, identifies needs and opportunities, and recommends solutions that support clients’ financial goals. The role operates within established financial limits and follows company policies, AML requirements, and regulatory standards, escalating non-standard issues and potential risks as appropriate. The position is 20 hours weekly in Westhampton Beach, New York, with availability required during operating hours, including scheduled 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 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 client flow in person and by phone, serving as the first point of contact for inquiries, issue resolution, and referrals.
Deliver consistent, relationship-driven client experiences and build trust through personalized, client-first interactions.
Complete everyday banking transactions and multi-step activities accurately and efficiently within established financial limits.
Identify client needs and opportunities, educate clients on banking products, services, and digital capabilities, and refer them to appropriate specialists or partners.
Balance client needs with sound judgment, policy adherence, and risk awareness.
Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
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, and share insights and best practices.
Participate in performance and development activities and take accountability for outcomes.