Associate Banker II - Freehold

TD • Freehold, NJ

6d • $22 - $28 • 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 meaningful client relationships through accurate, confident, and clear interactions, helping clients understand their options and work toward financial goals while following risk and regulatory standards.

The position combines transactional service with needs-based engagement. It handles everyday banking and basic consumer account opening and maintenance, manages client flow as a first point of contact, and identifies client needs and opportunities for appropriate referrals. The role performs a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters when needed.

The Associate Banker II is also responsible for maintaining operational, AML, identification-verification, documentation, and data-integrity standards. The role contributes to team performance, completes required training, and supports a positive, inclusive work environment. The stated work schedule is 40 hours, with operating hours that may include evenings, weekends, and holidays as scheduled.

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 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, 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 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 and basic consumer account opening and maintenance accurately and efficiently.
• Educate clients about banking products, services, and digital capabilities, and connect them with specialists as appropriate.
• Identify client needs and opportunities, engage in proactive outreach, and schedule appointments for account needs and relationship-deepening opportunities.
• Make appropriate referrals to partners and specialists to support clients’ financial objectives.
• Perform a broad range of client transactions and multi-step activities within established financial limits.
• Address routine client requests and problems using standard procedures, and escalate non-standard issues appropriately.
• Follow company guidelines, AML laws, regulatory requirements, and authentication, identification-verification, documentation, and data-integrity standards.
• Identify discrepancies, material changes, or risk indicators and escalate them in accordance with policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Participate as a team member, take accountability for performance, share insights and best practices, and collaborate to support team and organizational success.
• Embrace different perspectives and foster a growth mindset.

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
• Training and onboarding
• Access to an online learning platform and mentoring programs
• 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