Associate Banker I (20 Hours Weekly) Syosset
About The Position
The Associate Banker I helps bring TD’s relationship-driven banking experience to life. As a trusted guide and hospitality ambassador at the financial center, this role welcomes clients, manages in-person and phone traffic, and delivers accurate, efficient everyday banking transactions. The Associate Banker builds client relationships by identifying needs, educating clients about banking products and digital capabilities, recommending appropriate solutions, and referring clients to specialists when needed. The role performs a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues using standard procedures, and escalates non-standard concerns. It requires sound judgment, careful adherence to policies and regulatory requirements, and a focus on protecting clients and the Bank. The position also includes required training, ongoing risk and compliance learning, and collaboration with colleagues to support a positive team environment.
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 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.
- Ability to schedule and prioritize work.
- Ability to work independently and within deadlines.
- Sound judgment in decision-making and problem-solving.
- 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, serve as the first point of contact for inquiries, resolve routine issues, and refer clients to appropriate partners.
- Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
- Create personalized, client-first interactions that build trust and strengthen ongoing client relationships.
- Complete accurate and efficient everyday banking transactions and multi-step activities within established financial limits.
- Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, recommend solutions, and connect clients with specialists as appropriate.
- Balance client needs with sound judgment, policy adherence, and risk awareness.
- Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory standards.
- Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
- Complete required training and strengthen knowledge of risk and compliance.
- Participate in performance and development activities, share insights and best practices, and collaborate with team members.
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, training, mentoring, and access to an online learning platform.
- Reward and recognition programs.
- Base salary and variable compensation or incentive awards, with eligibility for cash and/or equity incentive awards generally through participation in an incentive plan.
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
