Associate Banker II - Whitehouse Station (20 hour)

TD Bank • Whitehouse Station, NJ

5d • Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by serving as a trusted partner to clients. The role provides everyday banking, supports basic consumer account opening and maintenance, and builds client relationships through accurate transactions, needs-based conversations, product education, and referrals to appropriate partners. It may serve as the first point of contact and hospitality ambassador for the financial center, helping manage client flow and deliver a high-touch experience. The role uses knowledge of banking products, services, tools, and resources to recommend solutions, while operating within established financial limits and adhering to risk, compliance, and regulatory requirements. It addresses routine client issues and escalates non-standard matters as needed.

The position requires a high school diploma or GED and at least one year of demonstrated experience working with clients. Experience may include volunteering, education, or military experience. Teller or cash-handling experience in a client-facing financial institution is preferred. The colleague must be available during operating hours, including evenings, weekends, and holidays as scheduled, and complete required training upon hire.

The role involves managing in-person and telephone client flow, resolving inquiries, educating clients on banking products and digital capabilities, conducting proactive outreach, and arranging appointments. It also requires maintaining accurate identification verification, client data, authentication, documentation, and compliance practices; identifying and escalating discrepancies and risk indicators; completing ongoing training; and collaborating with teammates while contributing to a respectful, inclusive work environment.

Requirements

• High school diploma or GED.
• At least 1 year of demonstrated experience working with clients; qualifying 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.
• Clear, concise, and consistent communication skills.
• Effective 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

• Teller or cash-handling experience in a client-facing financial institution.
• Notary license.

Responsibilities

• Manage client flow in person and by phone, serving as an initial contact for inquiries, issue resolution, and referrals.
• Provide a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
• Deliver accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
• Engage clients in needs-based conversations, identify opportunities, explain options, and refer clients to appropriate partners or specialists.
• Use knowledge of banking products, services, tools, and resources to evaluate and recommend client solutions.
• Proactively educate clients about banking products, services, and digital capabilities to support convenience and financial well-being.
• Conduct inbound and outbound acquisition and relationship-deepening efforts, including outreach and scheduling appointments for consumer account needs.
• Balance client needs with sound judgment, policy adherence, and risk awareness; escalate non-standard issues appropriately.
• Verify client identification and follow AML, authentication, documentation, data integrity, and other regulatory requirements.
• Identify potential discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to a positive team environment, collaborate with colleagues, and share insights, lessons learned, and best practices.
• Participate in performance and development activities and take accountability for outcomes.
• Act with empathy, integrity, sound judgment, and compliance with TD’s code of conduct and ethical standards.

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
• Variable compensation or incentive awards, potentially including cash and/or equity incentive awards
• Training and onboarding
• Access to an online learning platform and mentoring programs

What This Job Offers

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