Associate Banker II - 710 Old York Road, Jenkintown, PA (Full Time)

TD Bank•Jenkintown, PA

2d•Onsite

About The Position

The Associate Banker II brings TD’s human, relationship-driven banking experience to life by serving as a trusted partner to clients. The role delivers everyday banking and supports consumer product needs while building meaningful relationships with accuracy, confidence, and clarity. It helps clients understand their options and work toward their financial goals while adhering to TD’s risk and regulatory standards. The role combines transactional excellence with needs-based client engagement. It handles everyday banking and basic consumer account opening and maintenance, manages client flow in person and by phone, and connects clients with appropriate partners and specialists. It uses knowledge of banking products and services to assess and recommend solutions, supports acquisition and relationship-deepening efforts, and performs a broad range of transactions and multi-step activities within established financial limits. Routine client issues are handled using standard procedures, with non-standard issues escalated as appropriate. The position also safeguards client relationships through accurate identity verification, data integrity, authentication and documentation practices, and compliance with applicable policies, AML laws, and regulatory requirements. It contributes to team success, completes required training, and participates in development activities.

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, sound judgment, and ability to prioritize and schedule work.
Ability to 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 client flow in person and by phone, serving as a first point of contact for inquiries, issue resolution, and referrals.
Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
Perform accurate and efficient everyday banking transactions, basic consumer account opening and maintenance, and multi-step client activities within established financial limits.
Engage clients in needs-based conversations, identify opportunities, educate them about banking products, services, and digital capabilities, and refer them to appropriate partners or specialists.
Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Assess and address routine client problems using standard procedures, escalating non-standard issues and risk indicators appropriately.
Maintain compliance with company guidelines, AML laws, regulatory requirements, and established identity verification, authentication, data integrity, and documentation standards.
Complete required training and strengthen risk and compliance knowledge.
Contribute to a positive, collaborative team environment, participate in performance and development activities, and share insights and best practices.
Act with empathy, integrity, sound judgment, and accountability while protecting clients, colleagues, and the Bank.