Associate Banker II- Williamstown, NJ (30 hours)

TD Bank•Williamstown, NJ
•Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by serving as a trusted partner to clients. The role handles everyday banking transactions and basic consumer account opening and maintenance, builds meaningful client relationships, and helps clients understand banking options and work toward their financial goals while adhering to risk and regulatory standards. The position may serve as the financial center’s first point of contact and hospitality ambassador, guiding in-person and phone traffic and providing a high-touch client experience. It uses knowledge of banking products, services, and digital capabilities to identify client needs, recommend appropriate solutions, and refer clients to specialists. The role performs a broad range of transactions and multi-step activities within established financial limits, resolves routine issues using standard procedures, and escalates non-standard issues as appropriate. The Associate Banker II protects client relationships and the Bank by following operational, AML, identification verification, documentation, authentication, and data-integrity requirements. The role participates in required training and team development, contributes to a positive and inclusive work environment, and collaborates with colleagues to support team and organizational success.

Requirements

  • High school diploma or GED.
  • At least 1 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.
  • Clear, concise, and consistent communication skills.
  • Effective 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 phone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
  • Deliver accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
  • Create personalized, relationship-driven client interactions that build trust and support ongoing relationships.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists as appropriate.
  • Identify client needs and opportunities through conversations and proactive outreach, including scheduling appointments for consumer account needs.
  • Use knowledge, insights, tools, and resources to evaluate client needs and recommend appropriate solutions or referrals.
  • Resolve routine client requests and problems using standard procedures; escalate non-standard issues, discrepancies, material changes, and risk indicators according to policy.
  • Follow company guidelines, regulations, AML requirements, identification verification, authentication, documentation, and data-integrity standards.
  • Act in accordance with TD's code of conduct and ethical standards and protect clients, colleagues, and the Bank.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute as a team member, share insights and best practices, participate in development activities, and collaborate with colleagues.
  • Embrace diverse perspectives and foster a respectful, inclusive, growth-oriented work environment.

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
  • Variable compensation or incentive awards may be available, generally through participation in an incentive plan
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