Associate Banker II - 1110 Street Road, Southampton, PA (Full Time)

TD•Southampton, PA

1d•$22 - $28•Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking and consumer product needs. The role builds meaningful client relationships through accurate, confident, and clear service while helping clients understand their options and work toward financial goals, in accordance with TD’s risk and regulatory standards. The position combines transactional work with needs-based client engagement. It may serve as the first point of contact at the financial center, managing in-person and phone traffic and providing a high-touch client experience. The Associate Banker II completes everyday transactions and basic consumer account opening and maintenance, identifies client needs and opportunities, recommends appropriate solutions, and refers clients to specialists or other partners. The role handles a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters as needed. The role also safeguards client relationships by following operational, anti-money-laundering, identification, authentication, documentation, and data-integrity requirements. It requires completing job-related training and collaborating with colleagues while contributing to a compliant, inclusive, and positive team environment.

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 communicate concisely, clearly, and consistently.
Demonstrated problem-solving skills and sound judgment.
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 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, personalized client experiences as a hospitality ambassador for the financial center.
Complete accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
Proactively identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and connect them with appropriate partners or specialists.
Engage in inbound and outbound client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
Address routine client requests and issues using standard procedures and escalate non-standard issues or risk indicators appropriately.
Maintain compliance with company guidelines, AML laws, regulatory requirements, and established identity verification, authentication, documentation, and data-integrity standards.
Complete required training and strengthen risk and compliance knowledge.
Contribute to team success by collaborating, sharing insights and best practices, participating in development activities, and fostering an inclusive work environment.