Associate Banker II - 1799 Swede Road, Blue Bell, PA (30 Hours)

TD Bank•Blue Bell, PA

9d•Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by providing everyday banking services and supporting consumer product needs. The role builds trusted client relationships through accurate transactions, clear communication, needs-based conversations, and adherence to risk and regulatory standards. The Associate Banker II may act as the first point of contact and hospitality ambassador for a financial center, managing client flow and connecting clients with appropriate partners and specialists. The position handles a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard concerns. It also supports client acquisition and relationship deepening through inbound and outbound engagement, referrals, and appointment scheduling. The role safeguards client relationships by verifying identification, maintaining data integrity, following authentication and documentation standards, and complying with AML requirements and other applicable regulations. The Associate Banker II completes required training, contributes to team performance and a positive work environment, and participates in development activities. The position is scheduled for 30 hours, with availability during operating hours that may include evenings, weekends, and holidays.

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 organization skills and ability to manage multiple tasks in a fast-paced environment.
Excellent communication skills, with the ability to be concise, clear, and consistent.
Demonstrated 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 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 ongoing client relationships.
Process everyday banking transactions accurately and efficiently, and perform basic consumer account opening and maintenance.
Identify client needs and opportunities through meaningful conversations; explain banking products, services, and digital capabilities and connect clients with appropriate partners or specialists.
Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Make sound decisions within established financial limits and standard procedures; address routine requests and escalate non-standard issues or risks appropriately.
Balance client needs with policy adherence, compliance, and risk awareness; verify identification and maintain accurate client data and documentation.
Complete required training and strengthen risk and compliance knowledge.
Contribute to team success and a positive work environment; participate in performance and development activities and share insights and best practices.
Act in accordance with TD’s code of conduct and ethical standards, and protect clients, colleagues, and the Bank.