Jobs · Finance · Pennsylvania

Associate Banker I - Quakertown PA (20 Hours)

TD · Quakertown, PA · 1 mo ago
On-siteFinance$21.5–$26.75/hrPart-time
We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We need to parse the job posting. Key info: - Work Location: Quakertown, Pennsylvania, United States of America - Hours: 20 (likely hours per week? maybe part-time) - Pay Details: $21.50 - $26.75 USD - There's a paragraph about compensation policies etc. - Line Of Business: Personal & Commercial Banking - Job Description: paragraphs about role. - Depth & Scope: bullet-like sentences (but not bullet list). We need to extract duties/responsibilities. - Education & Experience: list of requirements. - Customer Accountabilities: more responsibilities. - Shareholder Accountabilities: more responsibilities (compliance etc.) - Employee/Team Accountabilities: more responsibilities. - Physical Requirements: details. - Who We Are: company overview. - Our Total Rewards Package: benefits description. - Additional Information: colleague development, training & onboarding, interview process, accommodation. We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, application instructions. The posting includes EEO statement at end: "Accommodation TD Bank is an equal opportunity employer..." That's boilerplate; we should remove. Also remove lines like "The above statements are intended to describe the general nature..." maybe not boilerplate but could be considered generic; but it's part of description. Might keep? It's generic but still part of job description. The instruction: remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. The EEO statement is legal boilerplate; remove. Also "Accommodation TD Bank is an equal opportunity employer..." remove. Also "If you are an applicant with a disability..." remove. Also "Learn more" maybe not needed. We need to preserve all substantive information. We need to format using

for section headings. Use
  • for any list of duties/requirements/benefits, and

    for prose. We need to decide sections. Potential sections: - About the role (maybe from Job Description paragraph) - Responsibilities (Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities) - Requirements (Education & Experience) - Qualifications (maybe same as Requirements? Could combine) - Skills (maybe from Education & Experience list: organization skills, communication, problem-solving, scheduling, independent work, judgment, Microsoft Office proficiency, Notary License preferred) - Benefits (Our Total Rewards Package) - Pay (Pay Details) - Schedule (Hours 20) maybe also mention evenings, weekends, holidays as scheduled. We need to avoid empty sections. Let's extract content. Work Location: could be placed in a short

    maybe under About the role or as metadata. The instruction: do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short

    or drop it. So we can include Work Location and Hours in a short

    maybe under About the role. Pay Details: we have $21.50 - $26.75 USD. Also paragraph about compensation policies. We'll include Pay section with that info. Hours: 20 (likely hours per week). Also mention ability to work during operating hours to include evenings, weekends and holidays as scheduled. So Schedule section can include that. Now responsibilities: Let's gather. From Depth & Scope: - 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 achieve their financial objectives - Engages clients with professionalism with a focus on educating on appropriate products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments - Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions - Performs 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 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 establish trust from the initial engagement and strengthen ongoing relationships - Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes - 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 - 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 insights, lessons learned, and best practices across the team - Embraces different perspectives, backgrounds, and experiences - Models curiosity and seeks out different perspectives to foster a growth mindset - Collaborates with team members in contributing to the success of the team and organization Physical Requirements: list of percentages etc. Could be considered requirements but maybe not needed as separate section; but we could include under Requirements or as a separate section? The instruction: Use

    for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). So we should stick to those headings. Physical Requirements could be part of Requirements or Qualifications. We'll include under Requirements maybe. Education & Experience: - High school diploma or GED - 1 year 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 We can split into Requirements (education/experience) and Skills (soft skills, technical). But we can also combine. Let's decide sections: - About the role: include Work Location, Hours, brief description of role (Job Description paragraph). Could also include Line Of Business. - Responsibilities: combine Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities. - Requirements: Education & Experience (high school diploma/GED, 1 year experience, teller experience preferred, ability to work evenings/weekends/holidays, ability to complete training). Also maybe Physical Requirements? Could include but maybe not needed. - Skills: organization, communication, problem-solving, scheduling/prioritizing, independent work, judgment, Microsoft Office proficiency, Notary License preferred. - Benefits: Our Total Rewards Package description. - Pay: Pay Details $21.50 - $26.75 USD plus note about compensation policies. - Schedule: Hours 20, ability to work evenings, weekends, holidays as scheduled. We need to avoid filler like "commensurate with experience". Not present. Now we need to output HTML fragment only. We'll need to wrap each section in

    heading then content. For lists, use
    • . For prose, use

      . We need to ensure we don't repeat job title as heading (not present). Good. We need to drop duplicated lines: there may be duplicate sentences across sections (like "First point of contact..." appears both in Depth & Scope and Customer Accountabilities). We should deduplicate? The instruction: remove duplicated lines. So we should avoid repeating same sentence. We'll need to check for duplicates. Let's list responsibilities sentences and see duplicates. Depth & Scope sentences: 1. 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 2. 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 achieve their financial objectives 3. Engages clients with professionalism with a focus on educating on appropriate products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments 4. Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions 5. Performs a broad range of client transactions and multi-step activities within established financial limits 6. 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 Customer Accountabilities sentences: 1. 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 2. Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy 3. Creates personalized, client-first interactions that establish trust from the initial engagement and strengthen ongoing relationships 4. Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes 5. 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 6. Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions Shareholder Accountabilities sentences: 1. Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client 2. 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 3. Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure 4. Acts in accordance with TD's code of conduct and ethical standards in every decision 5. Protects TD's clients, colleagues and the Bank - Do the right thing -own it, raise it, know it Employee/Team Accountabilities sentences: 1. Completes required training and continuously strengthens risk and compliance knowledge 2. Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team 3. Takes accountability for outcomes and performance by

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