Associate Banker II - Freehold

TD Bank•Freehold, NJ

4d•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 provides everyday banking services and supports consumer product needs, building meaningful relationships through accurate, confident, and clear interactions while adhering to risk and regulatory standards. The position combines transactional excellence with needs-based engagement. The Associate Banker may serve as the financial center’s first point of contact and hospitality ambassador, managing client flow and guiding clients to appropriate solutions or partners. The role performs everyday banking transactions and basic consumer account opening and maintenance, identifies client needs and opportunities, educates clients about banking products and digital capabilities, and makes referrals to specialists. It also handles routine client problems, escalates non-standard issues, and safeguards client relationships through compliance with policies, AML requirements, and authentication and documentation standards. The Associate Banker completes required training, contributes to a positive and collaborative team environment, and participates in performance and development activities. The position is based in Freehold, New Jersey, with 40 hours listed. Compensation is $22.00–$27.75 USD per hour, subject to candidate qualifications and other business needs.

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 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 a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
Create personalized interactions that build trust and strengthen client relationships.
Perform accurate and efficient everyday banking transactions, basic consumer account opening and maintenance, and multi-step client activities within established financial limits.
Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and connect clients with appropriate partners or specialists.
Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Use knowledge, insights, tools, and resources to evaluate and recommend client solutions.
Address routine client requests and straightforward problems using standard procedures, and escalate non-standard issues or risk indicators appropriately.
Balance client needs with sound judgment, policy adherence, and risk awareness; verify client identification and maintain accurate data, authentication, and documentation.
Comply with AML laws, regulatory requirements, company guidelines, TD’s code of conduct, and ethical standards.
Complete required training and strengthen risk and compliance knowledge.
Contribute to a positive team environment, collaborate with colleagues, and share insights, lessons learned, and best practices.
Participate in performance and development activities and embrace different perspectives to foster a growth mindset.