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

TD•Broomall, PA

3d•$22 - $28•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 by building client relationships with accuracy, confidence, and clarity, while adhering to risk and regulatory standards. The position combines transactional work with needs-based client engagement. It may serve as the first point of contact and hospitality ambassador at the financial center, managing client flow and providing a high-touch experience. The Associate Banker II performs everyday banking transactions and basic consumer account opening and maintenance, identifies client needs, educates clients about products and services, and connects clients with appropriate specialists. The role also handles routine client issues, escalates non-standard matters, and operates within established financial limits and procedures.

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 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.
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 a first point of contact for inquiries, issue resolution, and referrals.
Deliver relationship-driven client experiences aligned with TD’s service strategy and build trust through personalized interactions.
Perform accurate, efficient everyday banking transactions and basic consumer account opening and maintenance.
Proactively identify client needs and opportunities, educate clients on banking products, services, and digital capabilities, and refer them to appropriate partners or specialists.
Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Use banking product and service knowledge, insights, tools, and resources to evaluate and recommend client solutions.
Perform a broad range of client transactions and multi-step activities within established financial limits.
Identify and assess routine client problems, resolve them using standard procedures, and escalate non-standard issues as appropriate.
Balance client needs with sound judgment, policy adherence, and risk awareness; verify client identification and follow authentication, documentation, and data-integrity 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.
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.