Jobs · Finance · Pennsylvania

Associate Banker II/Northern Liberties

TD · Philadelphia, PA · 4 wk ago
On-siteFinance$22–$27.75/hrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. We must not repeat job title. Remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info. We need to parse the posting. Key info: - Work Location: Philadelphia, Pennsylvania, United States of America - Hours 40 - Pay Details $22.00 - $27.75 USD - There's a paragraph about compensation policies, but we can include Pay section with the range. - Line Of Business Personal & Commercial Banking (maybe part of About the role) - Job Description: paragraphs about role. - Depth & Scope: bullet-like sentences (multiple sentences). We can treat as Responsibilities. - Education & Experience: list of qualifications. - Customer Accountabilities: responsibilities. - Shareholder Accountabilities: responsibilities. - Employee/Team Accountabilities: responsibilities. - Physical Requirements: details. - Who We Are: company overview (maybe About the role or About TD). Could be part of About the role. - Our Total Rewards Package: benefits description. - Additional Information: colleague development, training & onboarding, interview process, accommodation (EEO). We need to remove boilerplate like EEO, accommodation? The instruction says remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions. So we should remove the Accommodation paragraph (EEO). Also remove "Additional Information" maybe but we can keep colleague development, training & onboarding as part of Benefits or maybe as separate sections like "Development Opportunities". But we only have allowed headings list; we could put under Benefits or Skills? Probably better to include under Benefits (total rewards) and maybe under Skills? But we need to follow instruction: include a section ONLY when posting has real specific content for it. So we can have sections: About the role (maybe includes Line of Business, Who We Are), Responsibilities (Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities), Requirements (Education & Experience), Skills (maybe from Education & Experience list like communication, problem solving, etc.), Benefits (Our Total Rewards Package), Pay (Pay Details), Schedule (Hours 40). Also maybe include Work Location as part of About the role? Could be a short paragraph. We must not invent or summarize away detail. Must preserve all substantive information. So we need to include all details from the posting, but we can format them into lists/paragraphs. We need to avoid filler like "commensurate with experience". Not present. We need to ensure we don't create sections with placeholder text. Let's extract substantive content: Work Location: Philadelphia, Pennsylvania, United States of America Hours 40 Pay Details $22.00 - $27.75 USD Paragraph about compensation policies: "TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role." That's substantive about pay; we can include in Pay section. Line Of Business Personal & Commercial Banking Job Description paragraph: "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: multiple sentences: - 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 (list): - 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 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: a list of categories with percentages. We need to preserve all substantive information. Could format as a
  • each line. Physical Requirements: - Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% - Domestic Travel – Occasional - International Travel – Never - Performing sedentary work – Frequent - Performing multiple tasks – Continuous - Operating standard office equipment - Continuous - Responding quickly to sounds – Continuous - Sitting – Frequent - Standing – Frequent - Walking – Frequent - Moving safely in confined spaces – Occasional - Lifting/Carrying (under 25 lbs.) – Occasional - Lifting/Carrying (over 25 lbs.) – Occasional - Squatting – Occasional - Bending – Occasional - Kneeling – Occasional - Crawling – Occasional - Climbing – Occasional - Reaching overhead – Occasional - Reaching forward – Occasional - Pushing – Occasional - Pulling – Occasional - Twisting – Occasional - Concentrating for long periods of time – Continuous - Applying common sense to deal with problems involving standardized situations – Continuous - Reading, writing and comprehending instructions – Continuous - Adding, subtracting, multiplying and dividing – Continuous Then a note: "The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes." We can include that as a paragraph under Responsibilities maybe. Who We Are: paragraph about TD being leading global financial institution, etc. Could be part of About the role. Our Total Rewards Package: description of base salary, variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, reward and recognition. Additional Information: colleague development, training & onboarding, interview process, accommodation (EEO). We need to remove EEO boilerplate (accommodation). Also remove "Additional Information" heading maybe but we can keep colleague development and training & onboarding as part of Benefits or maybe as separate sections like "Development Opportunities". But we only have allowed headings; we could put under Benefits (since total rewards includes career development). Or we could create a section "Development" but not allowed. So we incorporate into Benefits. Interview Process: "We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call." This is application instructions? It's about interview process; maybe we should keep as it's substantive but not application instructions? The instruction says remove application instructions. Interview process could be considered application instructions. Safer to remove? The instruction: "Remove cookie/navigation/legal/EEO/equal-opportunity/scam-warning boilerplate, duplicated lines, and application instructions." So we should remove interview process lines. Also remove "Additional Information" heading maybe but we can keep colleague development and training & onboarding as they are not application instructions. However they are under Additional Information heading; we can keep the content but drop the heading. Thus final sections: - About the role: includes Work Location, Line Of Business, Job Description, Who We Are. - Responsibilities: Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities, plus the note about essential functions. - Requirements: Education & Experience (maybe also include ability to work evenings etc.) - Skills: maybe we can extract skills from Education & Experience list: strong organization skills, excellent communication, problem-solving, scheduling/prioritizing, working independently, sound judgment, proficient in Microsoft Office, notary license preferred. But those are also in Requirements. Could combine Requirements and Skills? But we need to follow headings; we can have both Requirements and Skills if content distinct. However many items

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