Associate Banker I - Quakertown PA (20 Hours)

TD•Quakertown, PA
•$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 with accuracy, confidence, and clarity, helping clients feel informed and supported while working toward their financial goals and upholding risk and regulatory standards. As the financial center’s hospitality ambassador and first point of contact, the Associate Banker manages client flow, handles a broad range of everyday banking transactions, identifies client needs, and connects clients with appropriate partners. The role educates clients about banking products, services, and digital self-service options, and resolves routine issues while escalating non-standard matters. It also requires following compliance procedures, protecting client information, completing required training, and contributing to a collaborative team environment.

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 in decision-making.
  • 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 telephone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
  • Deliver consistent, relationship-driven client experiences and establish trust through personalized interactions.
  • Perform accurate, efficient everyday banking transactions and multi-step activities within established financial limits.
  • Identify client needs and opportunities, educate clients about relevant banking products, services, and digital capabilities, and refer them to appropriate partners or specialists.
  • Assess routine client problems using standard procedures and escalate non-standard issues.
  • 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, or risk indicators and escalate them in accordance with policy and procedure.
  • Act in accordance with TD’s code of conduct and ethical standards, protecting clients, colleagues, and the Bank.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive, inclusive 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
  • Training and onboarding
  • Online learning platform and mentoring programs
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