Associate Banker II - 1799 Swede Road, Blue Bell, PA (30 Hours)

TD • Blue Bell, PA

11d • $22 - $28 • 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 client relationships through accurate, confident, and clear interactions while helping clients understand their options and achieve financial goals in accordance with 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 for the financial center, managing client flow and delivering a high-touch experience. The Associate Banker performs everyday banking transactions and basic consumer account opening and maintenance, uses knowledge and tools to recommend solutions, and identifies opportunities to refer clients to appropriate partners. The role handles a broad range of transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters.

The position is scheduled for 30 hours. Work may include evenings, weekends, and holidays as scheduled. TD provides training and onboarding, development conversations, learning resources, mentoring programs, and a competitive benefits plan.

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, including the ability to be concise, clear, and consistent.
• Demonstrated problem-solving skills and sound judgment in decision-making.
• Ability to schedule and prioritize work, and to work independently and within 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 client flow in person and by phone, serving as the 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, client-first interactions.
• Complete accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
• Educate clients on banking products, services, and digital capabilities, and connect them with specialists as needed.
• Identify client needs and opportunities, make appropriate referrals, and engage in inbound and outbound acquisition and relationship-deepening efforts.
• Schedule appointments for consumer account needs and other client opportunities through proactive outreach.
• Use knowledge, insights, tools, and resources to evaluate and recommend client solutions.
• Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
• Address routine client requests and problems using standard procedures, escalating non-standard issues or risks appropriately.
• Maintain compliance with company guidelines, AML laws, and regulatory requirements, including verifying identification and maintaining data integrity and required documentation.
• 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 and collaborative team environment, share insights and best practices, and participate in performance and development activities.
• Act with empathy, integrity, sound judgment, and accountability while protecting clients, colleagues, and the Bank.

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
• Reward and recognition
• Base salary and variable compensation or incentive awards, subject to eligibility
• Online learning platform and mentoring programs
• Training and onboarding

What This Job Offers

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