Associate Banker I - Upper Darby PA (Full Time)

TD•Drexel Hill, PA

6d•$22 - $27•Onsite

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 accurately and clearly, helps clients feel informed and supported, and assists them in pursuing their financial goals while upholding risk and regulatory standards. As a first point of contact and hospitality ambassador for the financial center, the Associate Banker manages client flow, completes banking transactions, identifies client needs, and refers clients to appropriate partners. The position also educates clients on banking products, services, and digital capabilities, resolves routine issues, and escalates non-standard matters. The role requires compliance with company policies, AML laws, and other regulatory requirements, as well as active collaboration and participation in training and team development.

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 scheduled operating hours, including evenings, weekends, and holidays.
Ability to complete required job-related training upon hire.
Strong organizational skills and ability to manage 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 consistent, relationship-driven client experiences and create personalized interactions that build trust.
Complete everyday banking transactions and multi-step activities accurately and efficiently within established financial limits.
Identify client needs and opportunities, recommend appropriate solutions, and refer clients to specialists or other partners.
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 awareness of risk.
Verify client identification and follow authentication, documentation, data integrity, 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 risk and compliance knowledge.
Contribute to a positive team environment, share insights and best practices, and participate in performance and development activities.
Model TD’s code of conduct, ethical standards, and commitment to diverse perspectives.