Associate Banker II - Whitehouse Station (40 hour)

TD Bank • Whitehouse Station, NJ

2d • 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, clear, and confident service, helping clients understand their options and work toward their financial goals while adhering to risk and regulatory standards.

The position combines transactional service with needs-based engagement. It includes everyday banking transactions and basic consumer account opening and maintenance, guiding client traffic, identifying needs, recommending appropriate solutions, and referring clients to specialists. The Associate Banker II may be an escalation point for routine client issues and performs a broad range of transactions and multi-step activities within established financial limits.

The role also supports a compliant and welcoming financial center by protecting client information, following authentication and documentation standards, identifying and escalating potential risks, and contributing to team success. The role is based in Whitehouse Station, New Jersey, and is listed for 40 hours.

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 scheduled operating hours, including evenings, weekends, and holidays.
• Ability to complete required job-related training upon hire.
• Strong organizational skills and ability to handle multiple tasks in a fast-paced environment.
• Clear, concise, and consistent communication skills.
• 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 in-person and phone client flow and serve 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, basic consumer account opening, and account maintenance.
• Engage clients in needs-based conversations, explain banking products, services, and digital capabilities, and recommend or refer clients to appropriate partners.
• Proactively identify client needs and opportunities, deepen relationships, and support clients’ financial goals.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Make decisions and perform multi-step client activities within established financial limits; assess routine issues and escalate non-standard matters.
• Maintain compliance with company guidelines, AML laws, and regulatory requirements, including verifying client identification and following data integrity, authentication, and documentation standards.
• Identify discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to a positive team environment, share insights and best practices, participate in performance and development activities, and collaborate toward team and organizational success.

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 programs, and access to an online learning platform.
• Reward and recognition.
• Base salary and variable compensation or incentive awards, with eligibility for cash and/or equity incentive awards generally through participation in an incentive plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED