Associate Banker ll - Westhampton Beach

TD•Westhampton Beach, NY

3d•$24 - $31•Onsite

About The Position

The Associate Banker plays a vital role in delivering TD’s human, relationship-driven banking experience. The role provides everyday banking and supports consumer product needs by building meaningful client relationships with accuracy, confidence, and clarity, helping clients feel informed and supported while adhering to TD’s risk and regulatory standards. The position combines transactional excellence with needs-based engagement. It may serve as the first point of contact and hospitality ambassador at a financial center, managing client flow, handling routine requests and transactions, identifying client needs, and connecting clients with appropriate partners. The Associate Banker uses knowledge of banking products and services to evaluate and recommend solutions, engages in acquisition and relationship-deepening efforts, and handles a broad range of client transactions and multi-step activities within established financial limits. Non-standard issues are escalated as appropriate. The role supports a compliant, client-first environment by accurately verifying identification, maintaining data integrity, following authentication and documentation standards, recognizing risk indicators, and completing required training. It collaborates with colleagues, contributes to a positive team environment, and participates in performance and development activities. The position is based in Westhampton Beach, New York, with 40 hours listed. Scheduled work may include evenings, weekends, and holidays.

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 organization 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 effective 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 financial institution.
Notary license.

Responsibilities

Manage in-person and phone client flow and serve as a first point of contact for inquiries, issue resolution, and referrals.
Deliver consistent, relationship-driven client experiences aligned with TD’s service strategy.
Create personalized interactions that build trust and strengthen client relationships.
Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Complete everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
Identify client needs and opportunities, recommend appropriate solutions, and refer clients to partners or specialists.
Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
Address routine client requests and escalate non-standard issues or risk indicators in accordance with policy and procedure.
Maintain compliance with company guidelines, AML laws, and regulatory requirements; verify client identification and follow authentication and documentation standards.
Protect client data integrity and identify potential discrepancies or material changes for appropriate escalation.
Act in accordance with TD’s code of conduct and ethical standards.
Complete required training and continuously strengthen risk and compliance knowledge.
Contribute to a positive team environment, collaborate with colleagues, and share insights and best practices.
Participate in performance, development, and career conversations and activities.