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 services accurately and clearly, helps clients feel informed and supported, and assists them in working toward their financial goals while upholding risk and regulatory standards. As the first point of contact at the financial center, the Associate Banker manages client flow and inquiries, provides a high-touch experience, completes a broad range of banking transactions, and identifies client needs and opportunities. The role educates clients about banking products and self-service options, recommends appropriate solutions, and connects clients with partners or specialists when needed. It also follows operational, identity-verification, anti-money-laundering, documentation, and other compliance requirements, escalating discrepancies and non-standard issues appropriately. The Associate Banker completes required training, collaborates with the team, contributes to a positive and inclusive work environment, and participates in development and performance activities. The position is based in Quakertown, Pennsylvania, and is listed as full-time with 40 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 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 effective 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

  • Serve as the first point of contact and hospitality ambassador for the financial center, managing in-person and phone client flow and directing clients to appropriate partners.
  • Deliver accurate, efficient everyday banking transactions and complete multi-step client activities within established financial limits.
  • Build client relationships by identifying needs, educating clients about products, services, and digital capabilities, recommending appropriate solutions, and referring clients to specialists.
  • Create personalized, relationship-driven interactions that establish trust and support clients’ financial goals.
  • Resolve routine client requests and issues using standard procedures, and escalate non-standard issues as appropriate.
  • Follow operational policies, AML laws, regulatory requirements, identification verification, authentication, documentation, and data-integrity standards.
  • Identify discrepancies, material changes, or risk indicators and escalate them in accordance with policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to the team’s success by collaborating, sharing insights and best practices, and participating in performance and development activities.
  • Promote a positive, respectful, and inclusive work environment and uphold 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, 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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