Associate Banker I - Freehold (20)

TD Bank•Freehold, NJ
•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 as they pursue financial goals, and upholds the bank’s risk and regulatory standards. As a hospitality ambassador and first point of contact at the financial center, the Associate Banker manages client flow, answers inquiries, handles routine transactions, resolves straightforward issues, and connects clients with appropriate partners. The role also educates clients about banking products, services, and digital capabilities while maintaining compliance and protecting client relationships.

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 and work independently within deadlines.
  • Sound judgment in decision-making and problem-solving.
  • 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 establish trust through personalized, client-first interactions.
  • Complete everyday banking transactions and multi-step activities accurately and within established financial limits.
  • Identify client needs and opportunities, explain appropriate products and self-service solutions, and refer clients to specialists or partners as needed.
  • Assess routine client problems using standard procedures and escalate non-standard issues appropriately.
  • Maintain compliance with company guidelines, AML laws, and regulatory requirements, including verifying client identification and following authentication and documentation 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 a positive team environment, collaborate with colleagues, share insights and best practices, and participate in performance and development activities.
  • Act in accordance with TD’s code of conduct and ethical standards and protect clients, colleagues, and the Bank.

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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