Associate Banker II - 2200 Garrett Road, Drexel Hill, PA (Full Time)

TD Bank • Drexel Hill, PA

13d • Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to clients by delivering everyday banking services and supporting consumer product needs. The role builds meaningful client relationships through accurate, confident, and clear service while helping clients understand their options and work toward financial goals. It combines transactional execution with needs-based engagement, product education, referrals, and proactive outreach, while consistently following risk and regulatory standards.

The position may serve as the first point of contact and hospitality ambassador for the financial center, managing in-person and phone client flow, addressing routine requests, and connecting clients with appropriate partners or specialists. It performs a broad range of client transactions and multi-step activities within established financial limits, identifies and escalates non-standard issues, and supports compliant, responsible client outcomes. The role also contributes to team success, completes required training, and participates in ongoing development activities.

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 to manage multiple tasks in a fast-paced environment.
• Excellent communication skills, with the ability to be concise, clear, and consistent.
• Demonstrated effective problem-solving skills.
• Ability to schedule and prioritize work.
• Ability to work independently and meet deadlines.
• Sound judgment in decision-making and problem-solving.
• 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 making appropriate referrals.
• Deliver a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
• Create personalized interactions that build trust and strengthen ongoing client relationships.
• Perform accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
• Proactively identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and connect them with appropriate partners or specialists.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Use product knowledge, insights, tools, and resources to evaluate and recommend client solutions.
• Balance client needs with sound judgment, policy adherence, and risk awareness; advocate for clients with empathy, integrity, and a long-term perspective.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory standards.
• 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.
• Participate fully as a team member, share insights and best practices, collaborate with colleagues, and contribute to a positive work environment.
• Take accountability for performance and outcomes through performance and development activities.

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
• Base salary and variable compensation or incentive awards, with eligibility for cash and/or equity awards generally through participation in an incentive plan
• Training and onboarding
• Access to an online learning platform and mentoring programs

What This Job Offers

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