Associate Banker II - 1110 Street Road, Southampton, PA (30 Hours)

TD Bank • Southampton, PA

8d • 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 service, helping clients understand their options and work toward their financial goals while following risk and regulatory standards.

The position combines transactional service with needs-based client engagement. It may serve as the first point of contact at the financial center, manage in-person and phone traffic, complete everyday banking transactions and basic account opening or maintenance, educate clients on products and digital services, and connect clients with appropriate specialists. It also identifies and escalates routine concerns and potential risk indicators, observes compliance requirements, and contributes to team performance and a 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 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.
• Excellent communication skills, with the ability to be concise, clear, and consistent.
• Demonstrated problem-solving skills, sound judgment, and ability to prioritize and schedule work.
• Ability to 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, serve as a first point of contact, resolve inquiries, and refer clients to appropriate partners.
• Deliver accurate and efficient everyday banking transactions and support basic consumer account opening and maintenance.
• Build client relationships through personalized, relationship-driven interactions and needs-based conversations.
• Educate clients on banking products, services, and digital capabilities, and connect them with specialists to meet their needs.
• Proactively identify client needs and opportunities, make appropriate referrals, and conduct outreach including scheduling appointments.
• Perform a broad range of client transactions and multi-step activities within established financial limits.
• Use banking product knowledge, insights, tools, and resources to evaluate and recommend client solutions.
• Balance client needs with sound judgment, policy adherence, and risk awareness.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
• 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 in team and performance development activities, share best practices, and collaborate to support 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, and access to an online learning platform.
• Reward and recognition programs.
• Variable compensation or incentive awards, potentially including cash and/or equity awards through an incentive plan.

What This Job Offers

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