The Associate Banker I serves as a trusted guide and hospitality ambassador for clients at a TD financial center. The role delivers accurate, efficient everyday banking and relationship-driven service, helping clients feel informed and supported while upholding risk and regulatory standards. The Associate Banker manages in-person and phone traffic, responds to client inquiries, completes transactions, identifies needs, educates clients about products and self-service options, and refers them to appropriate partners or specialists. The position performs routine client transactions and multi-step activities within established financial limits, resolves straightforward issues using standard procedures, and escalates non-standard concerns. It also safeguards client relationships through careful identity verification, accurate records, authentication and documentation practices, and compliance with AML laws, regulations, and TD policies. The role contributes to team success, completes required training, and participates in ongoing performance and development activities.
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Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED