Associate Banker II (124th & Lenox) 30 Hours

TD•New York, NY
•$24 - $31•Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to life by serving as a trusted partner to clients. The role delivers everyday banking and supports consumer product needs through accurate, confident, and clear service, helping clients understand their options and work toward their financial goals while adhering to risk and regulatory standards. The position combines transactional excellence with needs-based client engagement. It handles everyday banking and basic consumer account opening and maintenance, guides in-person and phone traffic as a first point of contact, identifies client needs, and connects clients with appropriate partners. It uses knowledge of banking products, services, tools, and resources to recommend solutions, supports acquisition and relationship-deepening efforts, and performs a broad range of client transactions within established financial limits. The role addresses routine issues using standard procedures and escalates non-standard matters as appropriate. The Associate Banker II also safeguards client relationships by following compliance requirements, verifying identification, maintaining accurate data and documentation, recognizing risk indicators, and acting in accordance with TD’s conduct and ethical standards. The role contributes to team performance, completes required training, and supports a positive, collaborative 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.
  • 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 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 consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
  • Create personalized interactions that build trust and strengthen client relationships.
  • Educate clients about 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 appropriate solutions, and refer clients to partners or specialists.
  • Perform a broad range of client transactions and multi-step activities within established financial limits.
  • Address routine client requests and problems using standard procedures and escalate non-standard issues appropriately.
  • Follow operational, AML, identification-verification, authentication, documentation, and data-integrity requirements to protect clients and the bank.
  • Identify discrepancies, material changes, and risk indicators, and escalate them according to policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Participate in team, performance, and development activities; share insights and best practices; and collaborate with colleagues.
  • Contribute to an inclusive, positive work environment by embracing different perspectives and fostering a growth mindset.

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, subject to eligibility
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