Associate Banker II - Stafford (40 hour)

TD Bank•Manahawkin, NJ

12h•Onsite

About The Position

The Associate Banker II brings TD’s human, 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 pursue their financial goals while adhering to risk and regulatory standards. The position combines transactional excellence with needs-based engagement. It may serve as the first point of contact and hospitality ambassador for the financial center, managing client flow and providing a high-touch experience. The Associate Banker performs everyday banking transactions and basic consumer account opening and maintenance, identifies client needs, recommends appropriate solutions, and refers clients to specialists or other partners. The role also engages in inbound and outbound acquisition and relationship-deepening efforts, handles routine client problems, and escalates non-standard issues as needed. The Associate Banker is expected to safeguard client relationships by following AML and other regulatory requirements, verifying identification, maintaining data integrity, and applying established authentication and documentation standards. The role works collaboratively with colleagues, completes required training, and contributes to a positive, inclusive team environment.

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 organization 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 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 client flow in person and by phone, serving as a first point of contact for inquiries, issue resolution, and referrals.
Deliver relationship-driven client experiences aligned with TD’s service strategy and act as a hospitality ambassador for the financial center.
Perform accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
Build trust through personalized, client-first interactions and proactively identify client needs and opportunities.
Educate clients about banking products, services, and digital capabilities, and connect them with specialists or appropriate partners.
Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Use product knowledge, insights, tools, and resources to evaluate and recommend solutions that support client financial goals.
Address routine client requests and problems using standard procedures and escalate non-standard issues or risk indicators appropriately.
Maintain compliance with company guidelines, AML laws, regulatory requirements, identification verification, data integrity, authentication, and documentation standards.
Complete required training and strengthen risk and compliance knowledge.
Contribute to team success, share insights and best practices, collaborate with colleagues, and participate in performance and development activities.
Follow TD’s code of conduct and ethical standards and protect clients, colleagues, and the Bank.