Associate Banker I (20 Hours Weekly) Westhampton Beach

TD•Westhampton Beach, NY
•Onsite

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 while helping clients feel informed, supported, and empowered to pursue their financial goals, in accordance with TD’s risk and regulatory standards. As a first point of contact and hospitality ambassador for the financial center, the Associate Banker manages client flow, handles a broad range of everyday transactions, identifies client needs, and refers clients to appropriate partners. The role educates clients about banking products, services, and self-service and digital options, and handles routine issues using established procedures while escalating non-standard matters. The position also supports compliance, protects client relationships, and contributes to a collaborative team environment.

Requirements

  • High school diploma or GED.
  • One year of demonstrated experience working with clients; qualifying 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 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

  • Manage in-person and phone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
  • Deliver consistent, personalized, relationship-driven client experiences as a hospitality ambassador for the financial center.
  • Complete everyday banking transactions and multi-step activities accurately and efficiently 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.
  • Balance client needs with sound judgment, policy adherence, and risk awareness to support compliant outcomes.
  • Safeguard client relationships by verifying identification, maintaining data integrity, and following authentication, documentation, AML, and regulatory requirements.
  • 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.
  • Collaborate with team members, contribute to a positive work environment, 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, training, mentoring programs, and reward and recognition.
  • Potential eligibility for cash and/or equity incentive awards through an incentive plan.
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