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TD Bank

Offers banking, loans, and wealth management.

Associate Banker 2

Retail & Commercial BankingConfirmed live in the last 24 hours
Part-timeLansdale, PA, USA$22 - $27.75

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least 1 year of demonstrated experience working with clients, which 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 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.
  • Demonstrated ability to schedule and prioritize work.
  • Demonstrated ability to work independently and within deadlines.
  • Sound judgment in decision-making and problem-solving.
  • Proficiency in Microsoft Office.

Responsibilities

  • Deliver everyday banking and support consumer product needs while building client relationships with accuracy, confidence, and clarity and adhering to risk and regulatory standards.
  • Deliver everyday banking and basic consumer account opening and maintenance, engage clients in needs-based conversations, explain options, and connect clients with appropriate partners.
  • Serve as a first point of contact and hospitality ambassador at the bank location, guide client traffic, and deliver a high-touch client experience.
  • Complete accurate and efficient banking transactions, identify client needs and opportunities, and make referrals to appropriate partners.
  • Use knowledge of banking products and services, insights, tools, and resources to evaluate and recommend client solutions.
  • Engage in inbound and outbound acquisition efforts, recognize client needs, initiate referrals to specialists, and deepen client relationships.
  • Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
  • Assess client problems in straightforward situations using standard procedures, address routine requests requiring minimal discretion, and escalate non-standard issues internally.
  • Manage client flow in person and by phone, serve as the first point of contact for inquiries and issue resolution, and refer clients to appropriate partners.
  • Deliver consistent, relationship-driven client experiences aligned to the bank's service strategy and create personalized interactions that build trust and strengthen ongoing relationships.
  • Educate clients on banking products, services, and digital capabilities, and connect them to specialists as needed to support long-term goals.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes; advocate for clients with empathy, integrity, and a long-term perspective.
  • Complete operational activities in compliance with company guidelines and regulations to minimize risk and protect clients.
  • Verify client identification, maintain data integrity, and follow authentication and documentation standards in compliance with anti-money-laundering laws and regulatory requirements.
  • Identify potential discrepancies, material changes, and risk indicators, and escalate them in accordance with policy and procedure.
  • Act in accordance with the company's code of conduct and ethical standards.
  • Complete required training and continuously strengthen risk and compliance knowledge.
  • Contribute to a positive work environment by participating fully as a team member and aligning with the company's model, brand, and culture.
  • Take accountability for outcomes and performance by participating in performance and development activities and sharing insights, lessons learned, and best practices across the team.
  • Collaborate with team members to contribute to the success of the team and organization.

Desired Qualifications

  • Teller or cash-handling experience in a client-facing role or financial institution is preferred.
  • A notary license is preferred.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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