Associate Banker I - West Springfield

TD Bank•West Springfield, MA

21h•Onsite

About The Position

The Associate Banker I plays a key role in delivering TD’s relationship-driven banking experience. As a trusted guide and hospitality ambassador for the financial center, this role welcomes clients, manages in-person and phone traffic, and provides accurate, efficient everyday banking transactions. The Associate Banker builds relationships by understanding client needs, educating clients about appropriate products and digital self-service options, and referring them to the right partners to support their financial goals. The role performs a broad range of client transactions and multi-step activities within established financial limits. It assesses routine client issues using standard procedures and escalates non-standard matters appropriately. The position also supports client protection and bank operations by following policies, regulatory requirements, AML standards, identification and authentication procedures, and documentation requirements. The Associate Banker completes required training, collaborates with the team, and contributes to a positive, 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 during operating hours, including evenings, weekends, and holidays as scheduled.
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 be concise, clear, and consistent.
Demonstrated problem-solving skills.
Ability to schedule and prioritize work, work independently, and meet deadlines.
Sound judgment in decision-making and problem-solving.
Proficiency in Microsoft Office.

Nice To Haves

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

Responsibilities

Welcome clients as the first point of contact and manage client flow in person and by phone.
Deliver accurate and efficient everyday banking transactions and multi-step activities within established financial limits.
Create personalized, relationship-driven client interactions and build trust.
Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and refer them to appropriate partners or specialists.
Use available insights, tools, and resources to recommend client solutions and support clients’ financial goals.
Assess routine client problems using standard procedures and escalate non-standard issues, discrepancies, material changes, and risk indicators appropriately.
Follow company policies, AML laws, regulatory requirements, identification verification, authentication, data integrity, and documentation standards.
Complete required training and strengthen risk and compliance knowledge.
Participate as a team member, collaborate with colleagues, and share insights, lessons learned, and best practices.
Take accountability for performance and outcomes, participate in development activities, and contribute to an inclusive and positive work environment.