Associate Banker II (124th & Lenox) 30 Hours

TD Bank•New York, NY
•Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by providing everyday banking services and supporting consumer product needs. The role builds meaningful client relationships through accurate transactions, clear communication, needs-based conversations, and adherence to risk and regulatory standards. The Associate Banker may serve as the first point of contact and hospitality ambassador for a financial center, managing client flow and directing clients to appropriate partners. The role handles a broad range of client transactions and routine requests, identifies needs and opportunities, educates clients about products and digital capabilities, and makes referrals to support clients’ financial goals. It also safeguards client relationships and the Bank by following compliance, identification, authentication, documentation, and data-integrity requirements, while contributing to a collaborative 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 organizational skills and ability to manage multiple tasks in a fast-paced environment.
  • Clear, concise, and consistent communication skills.
  • 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 in-person and phone client flow as a first point of contact, responding to inquiries, resolving issues, and referring clients to appropriate partners.
  • Deliver accurate and efficient everyday banking transactions and perform basic consumer account opening and maintenance.
  • Create personalized, relationship-driven client interactions that build trust and strengthen ongoing relationships.
  • Proactively identify client needs and opportunities through needs-based conversations, outreach, and appointment scheduling.
  • Educate clients on banking products, services, and digital capabilities, and connect them with specialists as appropriate.
  • Use knowledge, insights, tools, and resources to evaluate and recommend client solutions.
  • Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
  • Address routine client requests and straightforward problems using standard procedures, escalating non-standard issues as needed.
  • Maintain compliance with company guidelines, AML laws, regulations, and established identification, authentication, documentation, and data-integrity standards.
  • Identify discrepancies, material changes, and risk indicators and escalate them in accordance with policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to team success and a positive work environment by collaborating, sharing insights and best practices, and participating in development activities.
  • Act with empathy, integrity, sound judgment, and accountability while protecting 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, with eligibility generally through participation in an incentive plan
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