Associate Banker II - Part Time 20hr- Sarasota

TD•Sarasota, FL

6d•$22 - $28•Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to life by serving as a trusted partner to clients. The role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity. It helps clients understand their options and make progress toward their financial goals while consistently following risk and regulatory standards. The role combines accurate transaction processing with needs-based client engagement. It may serve as the first point of contact and hospitality ambassador at a financial center, guide in-person and phone traffic, handle routine client requests, and connect clients with appropriate partners or specialists. The Associate Banker II also supports consumer account opening and maintenance, provides information about banking products and digital capabilities, and participates in client outreach and appointment scheduling. The position operates within established financial limits and procedures, identifies and escalates risks or non-standard issues, and contributes to a compliant, client-first team environment. This is a part-time role with 20 scheduled 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 scheduled operating hours, including evenings, weekends, and holidays.
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, with the ability to be concise, clear, and consistent.
Demonstrated 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 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.
Create personalized interactions that build trust and strengthen client relationships.
Complete accurate and efficient everyday banking transactions and support basic consumer account opening and maintenance.
Educate clients about banking products, services, and digital capabilities, and connect them with specialists or appropriate partners as needed.
Identify client needs and opportunities, make appropriate referrals, and support clients in pursuing their financial objectives.
Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Make sound decisions while balancing client needs, policy adherence, and risk awareness.
Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
Complete required training and strengthen risk and compliance knowledge.
Contribute to a positive team environment, share insights and best practices, collaborate with colleagues, and participate in performance and development activities.

Benefits

Base salary and variable compensation or incentive awards, subject to plan eligibility.
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, training, mentoring, and reward and recognition programs.

Stand Out From the Crowd

Upload your resume and get instant feedback on how well it matches this job.

Upload and Match Resume