Associate Banker II PT ( 30 Hrs.) (Governors Square)

TD•Bear, DE
•$22 - $28•Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking, basic consumer account opening and maintenance, and needs-based product guidance. The role builds meaningful client relationships through accurate, clear service, helps clients understand banking options, and connects them with appropriate specialists while adhering to risk and regulatory requirements. The Associate Banker may serve as the financial center’s first point of contact and hospitality ambassador, managing in-person and phone client flow. The role performs a broad range of transactions and multi-step activities within established financial limits, identifies client needs and opportunities, makes referrals, and resolves routine issues while escalating non-standard matters. The position also supports client acquisition and relationship deepening through inbound and outbound engagement.

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.
  • Excellent communication skills, with the ability to be concise, clear, and consistent.
  • Demonstrated 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 or financial institution setting.
  • 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 a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
  • Perform accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
  • Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and connect them with appropriate specialists.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Use banking product knowledge, insights, tools, and resources to evaluate and recommend client solutions.
  • Perform and make decisions on client transactions and multi-step activities within established financial limits.
  • Assess routine client problems using standard procedures and escalate non-standard issues appropriately.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other 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, participate in development activities, share best practices, and collaborate with colleagues.

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 learning opportunities.
  • Reward and recognition.
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