Associate Banker II - 1490 Valley Forge Road, Lansdale, PA (30 Hours)

TD Bank • Lansdale, PA

1d • Onsite

About The Position

The Associate Banker II brings TD’s human, relationship-driven banking experience to clients. This role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity, helping clients feel informed and supported as they work toward financial goals while adhering to risk and regulatory standards.

The position combines accurate transaction processing with needs-based engagement. It may serve as the first point of contact and hospitality ambassador for the financial center, guide client flow, help clients understand banking options, identify needs and opportunities, and connect clients with appropriate partners. The role handles a broad range of client transactions and multi-step activities within established financial limits, addresses routine requests, and escalates non-standard issues as appropriate.

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 effective 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, serve as the first point of contact for inquiries and issue resolution, and refer clients to appropriate partners.
• Deliver consistent, relationship-driven client experiences aligned with TD’s service strategy.
• Create personalized interactions that build trust and strengthen ongoing client relationships.
• Educate clients on banking products, services, and digital capabilities, and connect them with specialists as needed.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Complete everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
• Identify client needs and opportunities, recommend suitable solutions, and initiate referrals to specialists and other partners.
• Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
• Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
• 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 a positive team environment, collaborate with colleagues, and share insights and best practices.
• Participate in performance and development activities and take accountability for outcomes.

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, and mentoring programs.
• Reward and recognition programs.
• Variable compensation or incentive awards may be available, generally through participation in an incentive plan.

What This Job Offers

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