Associate Banker II - 2014 Sproul Road, Broomall, PA (20Hours)

TD Bank • Broomall, PA

1d • Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting everyday banking and consumer product needs. This role builds meaningful client relationships through accurate transactions, needs-based conversations, product education, and referrals to appropriate partners, while following risk, regulatory, and company standards.

The position may serve as the first point of contact and hospitality ambassador at a financial center, managing client flow in person and by phone and providing a high-touch, personalized experience. It performs a broad range of client transactions and multi-step activities within established financial limits, identifies routine client problems, and escalates non-standard issues. The role also supports acquisition and relationship-deepening efforts through client outreach and appointment scheduling.

The Associate Banker II protects client relationships and bank integrity by verifying identification, maintaining data integrity, following authentication and documentation standards, recognizing risk indicators, and escalating concerns. The role completes required training, collaborates with colleagues, contributes to a positive and inclusive team environment, and participates in performance and development activities. This position is based in Broomall, Pennsylvania, and is scheduled for 20 hours.

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, including the ability to be concise, clear, and consistent.
• 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 personalized, relationship-driven client experiences aligned with TD’s service strategy.
• Perform accurate, efficient everyday banking transactions and basic consumer account opening and maintenance.
• Engage clients in needs-based conversations, educate them on banking products, services, and digital capabilities, and connect them with appropriate specialists.
• Identify client needs and opportunities, make appropriate referrals, and support acquisition and relationship-deepening efforts.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
• Perform a broad range of client transactions and multi-step activities within established financial limits.
• Address routine client requests and problems using standard procedures and escalate non-standard issues or risk indicators appropriately.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory requirements.
• Complete required training and strengthen risk and compliance knowledge.
• Collaborate with team members, contribute to a positive work environment, and participate in performance and development activities.
• Share insights, lessons learned, and best practices across the team and organization.

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 for cash and/or equity 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