About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to life by serving as a trusted guide for clients. The role delivers everyday banking with accuracy, confidence, and clarity, helping clients feel informed and supported while upholding risk and regulatory standards. As the financial center’s first point of contact and hospitality ambassador, the Associate Banker manages in-person and phone client flow, completes a broad range of transactions, and helps clients identify suitable products, services, digital tools, and specialist support. The role handles routine requests using established procedures and escalates non-standard issues as appropriate. This position is located in Bronx, New York, and is scheduled for 30 hours.

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 organizational 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, and to work independently within deadlines.
  • Proficiency in Microsoft Office.

Nice To Haves

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

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.
  • Create personalized interactions that establish trust and strengthen ongoing client relationships.
  • Perform accurate and efficient everyday banking transactions and multi-step activities within established financial limits.
  • Identify client needs and opportunities, recommend appropriate solutions, and refer clients to partners or specialists when appropriate.
  • Educate clients about banking products, services, and digital capabilities to support convenience and financial well-being.
  • Balance client needs with sound judgment, policy adherence, and risk awareness.
  • Verify client identification and follow AML, authentication, documentation, and data-integrity requirements.
  • Identify potential discrepancies, material changes, and risk indicators, escalating them in accordance with 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.

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
  • Base salary and variable compensation or incentive awards, subject to eligibility
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service