Associate Banker II
TD • Exton, PA8d • $22 - $28 • Onsite
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Associate Banker II - Lionville PA (30 Hours)
TD•Exton, PA
•$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 transactions, needs-based conversations, education, and referrals, while adhering to risk and regulatory standards. The Associate Banker II may serve as the first point of contact at the financial center, managing client flow and providing a high-touch experience. The role handles routine client transactions and account opening or maintenance, identifies client needs and potential solutions, and connects clients with appropriate specialists. It also responds to inquiries and issues, supports client acquisition and relationship-deepening efforts, and escalates non-standard matters as needed. The position requires completion of job-related training and collaboration with colleagues to support the team and organization. It involves frequent sitting, standing, and walking; continuous use of standard office equipment and performance of multiple tasks; and occasional domestic travel and physical activities such as lifting and bending. Work hours are 30 per week, with availability for scheduled 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 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, 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 the first point of contact for inquiries, resolve issues, and refer clients to appropriate partners.
- Provide 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.
- Educate clients about banking products, services, and digital capabilities, and connect them with specialists as appropriate.
- Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
- Perform accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
- Identify client needs and opportunities, recommend appropriate solutions, and initiate referrals to specialists and other partners.
- 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, and risk indicators, and escalate them according to policy and procedure.
- Complete required training and strengthen risk and compliance knowledge.
- Contribute to a positive team environment, participate in development activities, share best practices, and collaborate with colleagues.
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
- Online learning platform and mentoring programs
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
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