Associate Banker I - Marlborough

TD•Marlborough, MA

9d•$22 - $28•Onsite

About The Position

The Associate Banker I is a banking professional based at a TD store location, responsible for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help customers achieve their financial goals. The role works across teller-line and platform activities, including account opening and servicing, and helps customers identify solutions for their financial needs. The Associate Banker builds and deepens customer relationships by providing consultative support, using TD systems and tools, and making proactive recommendations or referrals. The position also supports lobby operations and appointment scheduling, manages customer leads and outreach, and contributes to a positive, inclusive team environment while meeting operational, compliance, and risk-control requirements.

Requirements

High school diploma or GED.
One year of experience working with customers in any capacity; experience may be demonstrated through volunteering, education, or military experience.
Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
Strong organizational skills and ability to handle multiple tasks in a fast-paced environment.
Excellent communication skills, with the ability to be concise, clear, and consistent.
Demonstrated problem-solving skills and sound judgment in decision-making.
Ability to schedule and prioritize work, work independently, and meet deadlines.
Proficiency in Microsoft Office.
Ability to perform the described physical and cognitive tasks, including frequent sitting, standing, and walking; continuous multitasking, operating standard office equipment, concentration, and reading, writing, and comprehending instructions.

Nice To Haves

Demonstrated customer service skills.
Teller experience.
Notary license.

Responsibilities

Process customer transactions accurately on the teller line or platform, including deposits, withdrawals, check cashing, and other account servicing requests.
Open, close, and service personal deposit accounts; assist with debit- and credit-card issues, Regulation E, and mobile and online banking.
Build customer trust and relationships by listening to needs, providing financial advice and education, and recommending suitable products, services, tools, or referrals.
Use TD systems and tools to acquire and deepen customer relationships and support customer retention.
Manage customer leads, including self-generated, partner or retail-to-retail referral, and campaign leads; conduct outreach, set or host appointments, and prioritize leads.
Manage customer wait times for bankers by scheduling, rescheduling, or canceling meetings.
Provide lobby leadership, serve as an initial contact for customer inquiries, help direct walk-in traffic, and assist with customer resolutions or appointments with experts.
Promote TD products and services and drive referrals to store colleagues and partners for customers’ broader or more complex financial needs.
Follow established policies, procedures, compliance requirements, risk controls, and audit and regulatory requirements; maintain appropriate records and respond to audit, regulator, and compliance requests.
Apply customer authentication and due diligence principles to transactions and new account openings; manage cash drawers, follow cash limits and security procedures, and balance cash drawers and TCR.
Follow required opening and closing procedures and act as a Dual Control agent when required.
Complete required job-specific and compliance training and comply with the TD Code of Conduct.
Contribute to a positive, inclusive team environment, collaborate with colleagues, support team goals, and model quality customer service.
Participate in performance and development activities, seek feedback, embrace change, and take ownership of career development.
May train and mentor newer colleagues.