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

TD Bank•Seaside Heights, NJ
•Onsite

About The Position

The Associate Banker II brings TD’s human, 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 transactions, basic consumer account opening and maintenance, and needs-based conversations that help clients understand options and connect with appropriate partners. The Associate Banker may serve as the financial center’s first point of contact and hospitality ambassador, guiding client flow and delivering a high-touch experience. The role uses knowledge of banking products, services, tools, and resources to recommend solutions, identify client needs, and make referrals. It handles a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues using standard procedures, and escalates non-standard matters as appropriate. The position operates in accordance with TD’s risk, regulatory, AML, compliance, and ethical standards.

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.
  • 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 in-person and phone client flow as a first point of contact, responding to inquiries, resolving issues, and referring clients to appropriate partners.
  • Deliver consistent, relationship-driven client experiences and personalized interactions that build trust and strengthen ongoing relationships.
  • Perform accurate and efficient everyday banking transactions, basic consumer account opening and maintenance, and multi-step activities within established financial limits.
  • Proactively identify client needs and opportunities through meaningful conversations and recommend or refer clients to appropriate products, services, and specialists.
  • Educate clients about banking products, services, and digital capabilities to support convenience and financial well-being.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Use sound judgment, policy adherence, and risk awareness to achieve compliant and responsible client outcomes.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory standards.
  • Identify discrepancies, material changes, and risk indicators, and escalate them in accordance with policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, collaborate with colleagues, share best practices, and participate in performance and development activities.

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, potentially including cash and/or equity incentive awards
  • Online learning platform
  • Mentoring programs
  • Training and onboarding
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