Associate Banker II - Kean (40 hour) Preferred Bilingual/Spanish

TD Bank • Union, NJ

4d • Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to clients by delivering everyday banking services and supporting consumer product needs. The role builds meaningful relationships through accurate, confident, and clear service, helping clients understand their options and reach their financial goals while adhering to risk and regulatory standards.

The position combines transactional excellence with needs-based engagement. It may serve as the first point of contact and hospitality ambassador for the financial center, managing client flow in person and by phone, handling routine inquiries and transactions, and connecting clients with appropriate partners. The role uses knowledge of banking products, services, tools, and digital capabilities to identify client needs, make recommendations, and initiate referrals. It also completes account opening and maintenance activities, supports client acquisition and outreach, and escalates nonstandard problems or risk indicators in accordance with policy.

The Associate Banker II contributes to a positive team environment, completes required training, and follows TD’s ethical, operational, AML, and regulatory requirements. The role involves frequent sitting, standing, walking, and sedentary work; continuous multitasking and use of standard office equipment; and occasional domestic travel and physical activities such as lifting, bending, and reaching.

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 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 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

• Bilingual Spanish preferred.
• 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.
• Complete accurate and efficient everyday banking transactions, basic consumer account opening and maintenance, and multi-step client activities within established financial limits.
• Proactively identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and connect them with appropriate partners or specialists.
• Conduct proactive client outreach, including scheduling appointments for account needs and relationship-deepening opportunities.
• Balance client needs with sound judgment, 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 in accordance with policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to team success and a positive work environment by collaborating, sharing insights and best practices, and participating in performance and development activities.

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, training, mentoring, and access to an online learning platform.
• Reward and recognition.
• Base salary and variable compensation or incentive awards, including potential cash and/or equity incentive awards.

What This Job Offers

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