Associate Banker II - Union/Morris (30 hour)

TD Bank • Union, NJ

5d • 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, while engaging clients to understand their needs, explain available options, and connect them with appropriate partners. The Associate Banker may serve as the financial center’s first point of contact and hospitality ambassador, guiding client flow and providing a high-touch experience in person and by phone. The position uses knowledge of banking products, services, tools, and resources to identify and recommend client solutions, make referrals, and support clients’ financial goals while adhering to risk, regulatory, and compliance standards.

The role performs a broad range of client transactions and multi-step activities within established financial limits, resolves routine requests using standard procedures, and escalates non-standard issues. It also supports acquisition and relationship-deepening efforts through proactive client engagement and appointment scheduling. The Associate Banker completes required training, contributes to team success, and upholds TD’s code of conduct and ethical standards.

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.
• 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 client flow in person and by phone, serving as a first point of contact for inquiries, issue resolution, and referrals.
• Deliver relationship-driven client experiences aligned with TD’s service strategy and act as a hospitality ambassador for the financial center.
• 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 through meaningful conversations, educate clients about banking products, services, and digital capabilities, and recommend or refer them to appropriate partners and specialists.
• Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Use banking knowledge, insights, tools, and resources to evaluate and recommend client solutions that support clients’ financial objectives.
• Resolve routine client requests using standard procedures and escalate non-standard issues, discrepancies, or risk indicators in accordance with policy.
• Follow operational, AML, regulatory, identification-verification, authentication, documentation, and data-integrity requirements to protect clients and the Bank.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to a positive, collaborative work environment; participate in performance and development activities; and share insights and best practices.
• Uphold TD’s code of conduct and ethical standards, and demonstrate empathy, integrity, sound judgment, and accountability in client interactions.

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 programs
• Online learning platform
• Mentoring programs
• Variable compensation or incentive awards, potentially including cash and/or equity incentive awards

What This Job Offers

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