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 services accurately and confidently, helps clients understand and pursue their financial goals, and upholds the bank’s risk and regulatory standards. As the financial center’s hospitality ambassador and first point of contact, the Associate Banker manages client flow, handles inquiries and transactions, identifies client needs, and connects clients with appropriate partners. The role educates clients about banking products, services, and digital self-service options, while providing personalized, compliant service and escalating issues that fall outside standard procedures. The position also supports the integrity of client relationships through accurate identity verification, data handling, authentication, documentation, and adherence to AML laws and other regulatory requirements. Team participation, ongoing training, and contribution to a positive and inclusive work environment are also part of the role.

Requirements

  • High school diploma or GED.
  • At least 1 year of demonstrated experience working with clients; qualifying 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 after hire.
  • Strong organization 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

  • Welcome clients and manage in-person and phone traffic as the first point of contact for the financial center.
  • Deliver accurate and efficient everyday banking transactions and related multi-step activities within established financial limits.
  • Identify client needs and opportunities, educate clients about appropriate banking products, services, and digital capabilities, and refer them to relevant partners or specialists.
  • Provide personalized, relationship-driven service that builds trust and supports clients’ financial goals.
  • Resolve routine client inquiries and problems using established procedures, and escalate non-standard issues or risk indicators appropriately.
  • Follow company policies and regulations, including AML requirements, identity verification, authentication, data-integrity, and documentation standards.
  • Act in accordance with TD’s code of conduct and ethical standards, protecting clients, colleagues, and the bank.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, collaborate with colleagues, share best practices, and participate in performance and development activities.

Benefits

  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
  • Banking benefits and discounts
  • Career development
  • Reward and recognition
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