Associate Banker I - (20 hours) - Waltham, MA

TD•Waltham, MA

1d•$21 - $26•Onsite

About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to life by serving as a trusted guide for clients. The role delivers everyday banking accurately and confidently, helps clients feel informed and supported, and assists them in pursuing their financial goals while upholding risk and regulatory standards. As the financial center’s first point of contact and hospitality ambassador, the Associate Banker manages client flow, responds to inquiries, performs a broad range of transactions and multi-step activities within established financial limits, and identifies client needs and opportunities. The role explains appropriate products and self-service solutions, recommends solutions using available insights and resources, and refers clients to appropriate partners. Routine issues are addressed using standard procedures; non-standard issues are escalated. The position also safeguards client relationships and the bank by following compliance requirements, verifying client identification, maintaining data integrity, recognizing risk indicators, and escalating discrepancies appropriately. The Associate Banker completes required training, collaborates with the team, and contributes to a positive and inclusive work environment.

Requirements

High school diploma or GED.
At least 1 year of demonstrated experience working with clients; experience may include volunteering, education, or military experience.
Ability to work scheduled operating hours, including evenings, weekends, and holidays.
Ability to complete required job-related training upon hire.
Strong organizational skills and ability to manage multiple tasks in a fast-paced environment.
Excellent communication skills, including the ability to communicate concisely, clearly, and consistently.
Demonstrated problem-solving skills and sound judgment.
Ability to schedule and prioritize work, work independently, and meet deadlines.
Proficiency in Microsoft Office.

Nice To Haves

Teller or cash-handling experience in a client-facing role or financial institution.
Notary license.

Responsibilities

Manage in-person and phone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
Build trust through personalized, client-first interactions and advocate for clients with empathy and integrity.
Perform accurate, efficient everyday banking transactions and multi-step activities within established financial limits.
Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and refer them to appropriate specialists or partners.
Use knowledge of banking products, insights, tools, and resources to evaluate and recommend client solutions.
Balance client needs with sound judgment, policy adherence, and risk awareness; resolve routine issues and escalate non-standard issues.
Follow operational, AML, regulatory, authentication, identification-verification, and documentation requirements; maintain client data integrity and escalate discrepancies or risk indicators.
Complete required training and strengthen risk and compliance knowledge.
Collaborate with colleagues, contribute to team success and a positive work environment, and share insights and best practices.
Participate in performance and development activities and model curiosity, inclusion, and openness to different perspectives.