About The Position

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.

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, 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, and to work independently within deadlines.
  • Proficiency in Microsoft Office.

Nice To Haves

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

Responsibilities

  • Serve as the first point of contact for clients, manage in-person and phone traffic, and direct clients to appropriate partners.
  • Deliver accurate, efficient everyday banking transactions and personalized, relationship-driven client experiences.
  • Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, and refer clients to specialists as appropriate.
  • Perform a broad range of client transactions and multi-step activities within established financial limits.
  • Address routine client problems using standard procedures and escalate non-standard issues appropriately.
  • Balance client needs with sound judgment, policy adherence, and risk awareness.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
  • Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Complete required training and continuously strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, collaborate with colleagues, and share insights, lessons learned, and best practices.
  • Participate in performance and development activities and model curiosity, accountability, and respect for different perspectives.

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
  • Base salary and variable compensation or incentive awards, subject to eligibility
  • Training and onboarding
  • Online learning platform and mentoring programs
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