Associate Banker I - Bohemia

TD•Bohemia, NY

4d•$23 - $30•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 confidently, helps clients feel informed and supported, and assists them in pursuing financial goals while upholding risk and regulatory standards. As the financial center’s hospitality ambassador and first point of contact, the Associate Banker manages in-person and phone traffic, handles client inquiries, completes everyday transactions, and connects clients with appropriate partners. The role educates clients on banking products, services, and digital self-service options, identifies needs and opportunities, and recommends solutions within established procedures and financial limits. Routine matters are addressed using standard procedures, while non-standard issues are escalated appropriately. The position also safeguards client relationships and the Bank by following AML laws, regulatory requirements, identification verification, authentication, documentation, and data-integrity standards. The Associate Banker completes required training, contributes to a collaborative and inclusive team environment, and participates in performance and development activities.

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 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 client flow in person and by phone.
Respond to client inquiries, resolve routine issues, and refer clients to appropriate partners.
Deliver accurate, efficient everyday banking transactions and multi-step activities within established financial limits.
Build client relationships by identifying needs and opportunities and connecting clients with solutions and specialists.
Educate clients about appropriate banking products, services, and digital capabilities, including self-service options.
Balance client needs with sound judgment, policy adherence, and risk awareness.
Verify client identification and follow AML, authentication, documentation, and data-integrity requirements.
Identify 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, collaborative, and inclusive team environment and share insights and best practices.
Participate in performance, development, and career conversations and activities.
Act in accordance with TD’s code of conduct and ethical standards.