Associate Banker II (Stuart) 20 Hours

TD Bank • Stuart, FL

2d • 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 their options and achieve their financial goals while following risk and regulatory standards.

The role may serve as the financial center’s first point of contact and hospitality ambassador, managing in-person and phone client flow and providing accurate, efficient service. It uses knowledge of banking products, services, tools, and digital capabilities to identify client needs, recommend solutions, make referrals, and support consumer account needs through proactive outreach. The position performs a broad range of transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters as appropriate.

The Associate Banker II maintains compliance with company guidelines and regulations, safeguards client relationships, and contributes to a collaborative team environment. TD provides training and onboarding, development conversations, an online learning platform, mentoring programs, and opportunities to build skills and pursue career growth.

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 communicate concisely, clearly, and consistently.
• 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 a consistent, relationship-driven client experience 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 appropriate specialists or partners.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Use sound judgment, policy adherence, and risk awareness to support compliant client outcomes.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory requirements.
• Identify discrepancies, material changes, and risk indicators, and escalate them appropriately.
• 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.

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, such as eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan

What This Job Offers

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