Associate Banker II PT ( 30 Hrs.) (Governors Square)

TD Bank Group; Rivers End (DE); Vor Ort; USD 30.000 - 38.000; Vollzeit

Zusammenfassung

TD Bank Group in Bear, Delaware, is seeking a customer-focused associate to deliver everyday banking with accuracy and care. You will greet clients, handle transactions, and connect customers to appropriate partners, while maintaining risk controls and high service standards.

The role emphasizes relationship-building, needs-based engagement, and a proactive approach to client education on products and digital tools, with opportunities to grow within Personal & Commercial Banking.

Qualifikationen

• High school diploma or GED required.
• 1+ years of client-facing experience preferred.
• Ability to work evenings, weekends and holidays as scheduled.
• Excellent communication, concise and clear.
• Proficient in Microsoft Office tools; accurate data handling.
• Notary license preferred but not required.

Aufgaben

• Orchestrates client experience by managing in-person and phone inquiries and referrals.
• Acts as hospitality ambassador, delivering relationship-focused service.
• Educates clients on banking products and digital tools to save time and increase wellbeing.
• Schedules appointments for consumer account needs and deepens opportunities.
• Ensures risk awareness and policy adherence in day-to-day operations.
• Escalates non-standard issues per TD guidelines and responds promptly.

Kenntnisse

Communication

Problem solving

Organizational skills

Customer service

Attention to detail

Notary license

Ausbildung

High school diploma or GED

Tools

Microsoft Office

Jobbeschreibung

Work Location: Bear, Delaware, United States of America Hours: 30 Pay Details: $22.00 - $27.75 USD

Line of Business: Personal & Commercial Banking

Job Description

This role plays a vital role in bringing TD's human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity—helping clients feel informed, supported, and empowered to achieve their financial goals while consistently adhering to TD's risk and regulatory standards. Depth & Scope: Combines transactional excellence with the capability to help clients find the right solutions through needs based engagement. Delivers everyday banking and basic consumer account opening/maintenance while proactively engaging clients in meaningful conversations, helping them understand their options, and connecting them to appropriate partners. Can serve as first point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience. Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help clients achieve their financial objectives. Demonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions. Engages in inbound and outbound acquisition efforts, accountable for recognizing client needs and initiating appropriate referrals to specialists, acting on deepening client relationships. Performs and decisions a broad range of client transactions and multi-step activities within established financial limits. Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion. Can serve as an escalation point as needed.

Education & Experience

• High school diploma or GED
• 1+ years demonstrated experience working with clients. Experience can include any of the following: volunteering, education, military experience Teller or cash-handling experience in a client facing/financial institution preferred
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled
• Ability to complete required job-related training upon hire
• Strong organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with 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
• Proficient in Microsoft Office
• Notary License preferred

Customer Accountabilities

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD's service strategy
• Creates personalized, client-first interactions that build trust from initial engagement and strengthen ongoing relationships
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals
• Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities
• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions

Shareholder Accountabilities

• Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client
• Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards
• Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure
• Acts in accordance with TD's code of conduct and ethical standards in every decision
• Protects TD's clients, colleagues and the Bank - Do the right thing - own it, raise it, know it

Employee/Team Accountabilities

• Completes required training and continuously strengthens risk and compliance knowledge
• Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
• Takes accountability for outcomes and performance by participating in performance and development activities; proactively sharing