About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to clients by serving as a trusted guide for everyday banking. The role delivers accurate, confident, and clear service, helps clients feel informed and supported as they pursue financial goals, and upholds the bank’s risk and regulatory standards. As the first point of contact at the financial center, the Associate Banker manages client flow and inquiries, completes everyday transactions, builds relationships by identifying client needs, and refers clients to appropriate partners. The position educates clients about banking products, services, and self-service and digital options; uses available tools and resources to recommend solutions; and completes a broad range of transactions and multi-step activities within established financial limits. Routine issues are handled using standard procedures, while non-standard issues are escalated. The role also supports operational compliance, accurate identity verification and documentation, AML requirements, risk identification and escalation, required training, and effective collaboration with the team. The position is based at the Jenkintown, Pennsylvania financial center and is scheduled for 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 organizational skills and ability to handle multiple tasks in a fast-paced environment.
  • Clear, concise, and consistent communication skills.
  • Demonstrated problem-solving skills.
  • Ability to schedule and prioritize work, work independently, and meet deadlines.
  • Sound judgment in decision-making and problem-solving.
  • Proficiency in Microsoft Office.

Nice To Haves

  • Bilingual ability in Spanish, Russian, or Turkish.
  • Teller or cash-handling experience in a client-facing role or financial institution.
  • Notary license.

Responsibilities

  • Serve as the first point of contact for clients and manage in-person and phone traffic flow, inquiries, issue resolution, and referrals.
  • Create welcoming, personalized, relationship-driven client experiences aligned with TD’s service strategy.
  • 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, and connect them with appropriate partners or specialists.
  • Use knowledge, insights, tools, and resources to evaluate client needs and recommend suitable solutions.
  • Address routine client problems using standard procedures and escalate non-standard issues appropriately.
  • Balance client needs with sound judgment, policy adherence, risk awareness, and compliant outcomes.
  • Verify client identification, maintain data integrity, and follow AML, authentication, documentation, and regulatory requirements.
  • Identify potential 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, collaborate with colleagues, and share insights, lessons learned, 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
  • Base salary and variable compensation/incentive awards, including potential cash and/or equity incentive awards
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