Associate Banker I - Orleans, MA

TD Bank • Orleans, MA

2d • Onsite

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 accurate, confident, and clear everyday banking while helping clients feel informed and supported as they work toward their financial goals, with strong attention to risk and regulatory standards.

As the first point of contact at a bank location, the Associate Banker manages in-person and phone client flow, provides a welcoming and relationship-focused experience, completes a broad range of transactions, and identifies client needs. The role educates clients about banking products, services, and digital capabilities, recommends suitable solutions, and refers clients to specialists when appropriate. It also follows established compliance, identification, authentication, documentation, and risk procedures, escalating issues as required.

The position includes required job-related training and ongoing development. The listed work location is Orleans, Massachusetts, and the stated hours are 40. The role requires availability during operating hours, including evenings, weekends, and holidays as scheduled.

Requirements

• High school diploma or GED.
• One 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 communicate concisely, clearly, and consistently.
• 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.

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 and hospitality ambassador for the financial center, managing in-person and phone client flow.
• Deliver accurate and efficient everyday banking transactions and multi-step activities within established financial limits.
• Build trust and strengthen client relationships through personalized, professional, and relationship-driven interactions.
• Identify client needs and opportunities, educate clients about banking products, services, and digital capabilities, recommend appropriate solutions, and refer clients to partners or specialists.
• Resolve routine client inquiries and straightforward problems using standard procedures, and escalate non-standard issues or risk indicators appropriately.
• Balance client needs with sound judgment, policy adherence, and risk awareness to ensure responsible and compliant outcomes.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, regulatory, and company requirements.
• Complete required training and 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 take accountability for outcomes.

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, training, mentoring programs, and an online learning platform.
• Reward and recognition programs.
• Base salary and variable compensation or incentive awards; eligibility for cash and/or equity incentive awards is generally through participation in an incentive plan.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: High school or GED