Associate Banker II - South Plainfield (20 hrs.) Bilingual Preferred (Spanish)
TD · South Plainfield, NJ · 1 mo ago
On-siteFinance$22–$27.75/hrPart-time
About the role
The Banking Associate delivers TD’s brand promise at a store location by accurately completing everyday banking transactions, opening new accounts, and providing advice and educational support on services, products, and tools to help customers achieve their financial goals. The role involves building trust through educational content, offering consultative support, advocating with proactive insights, and managing lead activities to attract and retain customers while ensuring a positive experience.
Responsibilities
- Process customer transactions accurately on the teller line or platform.
- Open and service personal deposit accounts (opening/closing, debit/credit card issues, regulation E, mobile/online banking).
- Educate customers on banking products, services, and tools; provide advice and support to help them meet financial goals.
- Identify customer financial needs and refer to appropriate team members or internal bank partners.
- Manage lead activities: create and maintain self‑generated leads, handle partner/retail referral leads, conduct outreach (outbound calls, SMS), schedule/appointments, prioritize leads.
- Ensure compliance with policies, procedures, and regulatory requirements (Bank Secrecy Act, Patriot Act, audit and regulator requests).
- Maintain cash drawer limits, secure cash, follow dual‑control and open/close procedures.
- Contribute to a positive work environment, act as a brand champion, collaborate with team members, seek feedback, embrace change, and pursue personal development.
Requirements
- High school diploma or GED.
- Minimum 1 year of experience working with customers (volunteering, education, military, etc.).
- Teller experience preferred.
- Ability to work evenings, weekends, and holidays as scheduled.
- Required to complete Teller training and Part 1 of platform training upon hire.
Qualifications
- Demonstrated customer service skills.
- Strong organization skills to handle multiple tasks in a fast‑paced environment.
- Excellent communication skills – concise, clear, consistent.
- Effective problem‑solving and decision‑making abilities.
- Ability to schedule, prioritize work, work independently, and meet deadlines.
- Proficiency in Microsoft Office.
- Notary license preferred.
Skills
- Customer service and relationship building.
- Financial product knowledge and advisory.
- Lead management and outreach (calls, SMS, appointments).
- Cash handling and drawer security.
- Regulatory compliance (BSA, Patriot Act, audit readiness).
- Team collaboration and brand championing.
- Adaptability and continuous learning.
Benefits
- Base salary plus variable compensation/incentive awards (cash and/or equity).
- Health and well‑being benefits.
- Savings and retirement programs.
- Paid time off (Vacation PTO, Flex PTO, Holiday PTO).
- Banking benefits and discounts.
- Career development programs.
- Reward and recognition.
Pay
$22.00 – $27.75 USD per hour. Base pay may vary based on skills, experience, location, and business needs.
Schedule
20 hours per week (part‑time).