Associate Banker II - Freehold (20)

TD•Freehold, NJ

6d•$22 - $28•Onsite

About The Position

The Associate Banker II is a banking professional who helps deliver TD’s Brand promise at a store location. The role accurately completes everyday banking transactions and provides advice and educational support on services, products, and tools to help customers achieve their financial goals. The position performs tasks across multiple areas of a store, including customer transactions, account openings, and customer education. It builds customer trust through educational content and tools, consultative support, and proactive insights and recommendations. The Associate Banker II uses TD systems and tools to acquire and deepen customer relationships, identify financial needs, promote relevant products and services, and refer customers to appropriate colleagues or partners. The role serves customers on both the teller line and platform as needed, including with personal deposit accounts, everyday transactions, card issues, Regulation E, and mobile and online banking. It also manages leads and referrals, conducts customer outreach, schedules or hosts appointments, and prioritizes follow-up. The position supports customer service, operational accuracy, compliance, risk controls, and a collaborative team environment.

Requirements

High school diploma or GED.
One year of experience working with customers in any capacity; experience may be demonstrated through volunteering, education, or military experience.
Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
Complete teller training and part 1 of platform training upon hire.
Strong organizational skills and ability to handle multiple tasks in a fast-paced environment.
Excellent communication skills, with the ability to communicate concisely, clearly, and consistently.
Demonstrated problem-solving skills and sound judgment in decision-making.
Ability to schedule and prioritize work and work independently within deadlines.
Proficiency in Microsoft Office.

Nice To Haves

Demonstrated customer service skills.
Teller experience.
Notary license.

Responsibilities

Complete everyday banking transactions accurately on the teller line or platform, including cash, deposits, withdrawals, and account servicing requests.
Open, close, and service personal deposit accounts; assist with debit and credit card issues, Regulation E, and mobile and online banking.
Understand customer financial needs, provide advice and education on products, services, and tools, and refer customers to appropriate colleagues or partners.
Build and deepen customer relationships through active listening, product knowledge, proactive recommendations, and lead management.
Create and manage self-generated, partner, retail-to-retail referral, and campaign leads; conduct outbound calls or relay SMS, schedule or host appointments, and prioritize leads.
Manage customer wait times for bankers by scheduling, rescheduling, or canceling meetings.
Provide lobby leadership, serve as an initial contact for inquiries, coordinate walk-in traffic, and help resolve customer issues or arrange appointments with experts.
Promote and refer TD products to new and existing customers while consistently providing customer service.
Follow established policies, procedures, compliance requirements, internal and external audit requirements, and risk and control programs; complete required training and maintain appropriate records.
Apply customer authentication, due diligence, and regulatory requirements to account openings and transactions, including Bank Secrecy Act and Patriot Act requirements.
Manage cash drawers within limits, secure cash, balance cash drawers and TCR, act as a dual-control agent when required, and follow opening and closing procedures.
Contribute to a positive and inclusive team environment, collaborate with colleagues, participate in development activities, and seek opportunities to improve work quality.
May train and mentor newer colleagues.