Associate Banker II- Seaside Heights, NJ (40 hours)

TD•Seaside Heights, NJ
•$22 - $28•Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to life by providing everyday banking services and supporting consumer product needs. The role builds meaningful client relationships 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 work with needs-based engagement. It may serve as the first point of contact and hospitality ambassador at a financial center, guide client traffic, complete everyday banking transactions and basic consumer account opening and maintenance, identify client needs, and connect clients with appropriate partners. The role uses knowledge of banking products, services, tools, and resources to recommend solutions, supports acquisition through inbound and outbound efforts, and handles a broad range of transactions and multi-step activities within established financial limits. Routine issues are addressed using standard procedures, while non-standard issues are escalated. The Associate Banker II manages client flow in person and by phone, resolves inquiries, makes referrals, educates clients about banking products and digital capabilities, and conducts proactive outreach, including scheduling appointments. The role also protects client and bank interests by following policies, AML requirements, identification and authentication procedures, documentation standards, and applicable regulations. The colleague completes training, collaborates with the team, and contributes to an inclusive, positive work 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, 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, and to work independently within 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.
  • Build trust through personalized, client-first interactions and strengthen ongoing client relationships.
  • Complete accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
  • Identify client needs and opportunities, explain banking products, services, and digital capabilities, and refer clients to appropriate partners or specialists.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Make sound decisions that balance client needs with policy adherence, risk awareness, and compliant outcomes.
  • Verify client identification, maintain data integrity, and follow AML, authentication, and documentation standards.
  • Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Complete required training and continually strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, share insights and best practices, participate in performance and development activities, and collaborate with colleagues.
  • Act in accordance with TD’s code of conduct and ethical standards, and safeguard clients, colleagues, and the Bank.

Benefits

  • Base salary and variable compensation or incentive awards, including possible cash and/or equity awards through an incentive plan.
  • 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.
  • Online learning platform and mentoring programs.
  • Training and onboarding.
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