Associate Banker ll - Westhampton Beach

Job Overview

This role brings TD’s human, relationship-driven banking experience to life. As a trusted partner to clients, you will deliver everyday banking and support 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.

Job Details

• Work Location: Westhampton Beach, New York, United States of America
• Hours: 40
• Pay Details: $23.75 - $31.00 USD
• Line of Business: Personal & Commercial Banking

Compensation Information

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. Compensation policies and practices are designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay offered may vary based on the candidate’s skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Candidates are encouraged to ask compensation-related questions and discuss details with their recruiter.

Depth & Scope

• Combines transactional excellence with the capability to help clients find the right solutions through needs-based engagement, delivering everyday banking and basic consumer account opening/maintenance while proactively engaging clients in meaningful conversations.
• Can serve as the first point of contact for clients as the hospitality ambassador of the bank location, 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 and referring clients to appropriate partners.
• Demonstrates broad knowledge of banking products and services to evaluate and recommend client solutions using insights, tools, and resources.
• Engages in inbound and outbound acquisition efforts by recognizing client needs, initiating appropriate referrals to specialists, and deepening client relationships.
• Performs and makes decisions on 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; typically addresses routine requests requiring minimal discretion and can serve as an escalation point as needed.

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 by 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 clients 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 clients.
• Safeguards the integrity of the client relationship by operating in compliance with AML laws and regulatory requirements, including 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 the TD Model, Brand, and Culture and 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 to contribute to the success of the team and organization.

Education & Experience

• High school diploma or GED
• 1+ years demonstrated experience working with clients (experience can include volunteering, education, or military experience)
• Teller or cash-handling experience in a client-facing/financial institution preferred
• Ability to work during operating hours, including 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 the 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

Physical Requirements

• 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