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

TD • Southampton, PA

1d • $22 - $28 • Onsite

About The Position

This role brings TD’s human, relationship-driven banking experience to life by delivering everyday banking and supporting consumer product needs. The Banking Associate builds meaningful client relationships with accuracy, confidence, and clarity, helping clients understand their options and work toward their financial goals while adhering to TD’s risk and regulatory standards.

The role combines transactional excellence with needs-based client engagement. It may serve as the first point of contact and hospitality ambassador for a financial center, guiding client flow, completing everyday banking transactions, handling basic consumer account opening and maintenance, and referring clients to appropriate partners. The associate uses knowledge of banking products, tools, and resources to identify needs and recommend solutions, conducts inbound and outbound acquisition efforts, and handles a broad range of client transactions and activities within established financial limits. Routine issues are addressed using standard procedures, with non-standard issues escalated as appropriate.

The Banking Associate supports a compliant and positive workplace by protecting client information and relationships, following AML and other regulatory requirements, completing required training, and collaborating with colleagues. This position is scheduled for 30 hours and may require work during operating hours, including evenings, weekends, and holidays as scheduled.

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, and to work independently within 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, serve as a first point of contact for inquiries, resolve issues, and refer clients to appropriate partners.
• Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
• Build trust through personalized, client-first interactions and strengthen ongoing client relationships.
• Complete accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
• Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
• Proactively identify client needs and opportunities, conduct outreach, schedule appointments, and make appropriate referrals to deepen relationships.
• Perform and make decisions on 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; identify discrepancies or risk indicators and escalate appropriately.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory standards.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to a positive team environment, collaborate with colleagues, share insights and best practices, and participate in performance and development activities.
• Act in accordance with TD’s code of conduct and ethical standards and protect clients, colleagues, and the Bank.

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, including potential cash and/or equity awards

What This Job Offers

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