Associate Banker II - Springfield (30 hour)

TD Bank•Springfield, NJ

19h•Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to life by delivering everyday banking services and supporting consumer product needs. The role builds meaningful client relationships through accurate, confident, and clear service, helping clients understand their options and work toward their financial goals while adhering to risk and regulatory standards. The Associate Banker combines transaction execution with needs-based client engagement. This person may serve as the financial center’s first point of contact and hospitality ambassador, managing in-person and phone client flow, addressing routine inquiries, resolving issues, and referring clients to appropriate partners. The role provides basic consumer account opening and maintenance, performs transactions and multi-step activities within established financial limits, and uses knowledge of banking products, services, tools, and resources to identify and recommend relevant solutions. The Associate Banker also conducts proactive outreach, including scheduling appointments, and escalates non-standard issues or risk indicators in accordance with policy. The role is accountable for a compliant, client-first experience, including accurate identity verification, data integrity, and adherence to AML, authentication, documentation, and other regulatory requirements. The Associate Banker completes required training, contributes to team success, and participates in performance and development activities. The position is scheduled for 30 hours; working availability may include evenings, weekends, and holidays as scheduled.

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.
Excellent communication skills, with the ability to be concise, clear, and consistent.
Demonstrated 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 client flow in person and by phone, serving as a first point of contact for inquiries, issue resolution, and referrals.
Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
Perform accurate and efficient everyday banking transactions, including basic consumer account opening and maintenance and multi-step activities within established financial limits.
Engage clients in needs-based conversations, identify opportunities, explain banking products, services, and digital capabilities, and connect clients with appropriate partners or specialists.
Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
Verify client identification, maintain data integrity, and follow AML, authentication, documentation, 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.
Contribute to a positive team environment, collaborate with colleagues, share insights and best practices, and participate in performance and development activities.