Associate Banker II - Berkeley Heights (30 hour)

About the role

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.

Responsibilities

• 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.
• Serves as first point of contact for clients, acting as the hospitality ambassador of the bank location, guiding traffic flow and delivering a high‑touch client experience.
• Performs accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that help clients reach their financial goals and referring clients to appropriate partners.
• 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, recognizing client needs and initiating appropriate referrals to specialists.
• Performs a broad range of client transactions and multi‑step activities within established financial limits.
• Identifies and assesses client problems in straightforward situations using standard procedures and escalates non‑standard issues internally.
• Orchestrates the overall client experience by managing client flow (in‑person and phone), serving as the first point of contact for inquiries, issue resolution, and referrals.
• Creates personalized, client‑first interactions that build trust and strengthen ongoing relationships.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well‑being, connecting them to specialists as needed.
• 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.
• 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, 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 per policy and procedure.
• Acts in accordance with TD's code of conduct and ethical standards in every decision.

Requirements

• High school diploma or GED.
• 1+ years demonstrated experience working with clients (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.