Associate Banker I

TD • Philadelphia, PA

1d • $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 accurately and confidently, helps clients feel informed and supported, and assists them in pursuing their financial goals while upholding risk and regulatory standards.

As the first point of contact at a bank location, the Associate Banker manages client flow and provides a high-touch, relationship-driven experience. The role completes everyday banking transactions, identifies client needs and opportunities, educates clients about products and self-service options, and connects them with appropriate partners. It also handles routine client issues, escalates non-standard concerns, and follows established policies, procedures, and compliance requirements.

The position contributes to the financial center team by completing required training, sharing knowledge and best practices, collaborating with colleagues, and supporting an inclusive and positive work environment.

Requirements

• High school diploma or GED.
• One 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.
• Excellent communication skills, with the ability to communicate concisely, clearly, and consistently.
• 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 clients, managing in-person and phone traffic and directing inquiries, issue resolution, and referrals.
• Deliver consistent, personalized, relationship-driven client experiences aligned with TD’s service strategy.
• Complete a broad range of accurate and efficient client transactions and multi-step activities within established financial limits.
• Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and recommend solutions or refer clients to appropriate partners.
• Assess and address routine client problems using standard procedures and escalate non-standard issues appropriately.
• Balance client needs with sound judgment, policy adherence, and risk awareness.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory requirements.
• Identify potential discrepancies, material changes, or risk indicators and escalate them in accordance with policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Collaborate with team members, participate in performance and development activities, and share insights, lessons learned, and best practices.
• Contribute to a positive, inclusive work environment and act in accordance with 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 programs, and access to an online learning platform.
• Reward and recognition.
• Variable compensation or incentive awards may be available, generally through participation in an incentive plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED