Associate Banker I - (20 hours) - Waltham, MA

TD Bank•Waltham, MA
•Onsite

About The Position

The Associate Banker I brings TD’s relationship-driven banking experience to clients by serving as a trusted guide for everyday banking. The role delivers accurate and efficient transactions, helps clients understand their options, identifies needs and refers clients to appropriate partners, while maintaining strong risk, compliance and regulatory standards. As the first point of contact at a financial center, the Associate Banker manages client flow in person and by phone, responds to inquiries, resolves routine issues and creates welcoming, personalized interactions. The role educates clients about banking products, services and digital capabilities, performs transactions and multi-step activities within established limits, and escalates non-standard matters. It also supports operational compliance, contributes to a collaborative team environment and completes required training 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 effective 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

  • Manage client flow in person and by phone, serving as the financial center’s first point of contact for inquiries, issue resolution and referrals.
  • Deliver welcoming, personalized, relationship-driven client experiences and build trust with clients.
  • Complete accurate, efficient everyday banking transactions and multi-step activities within established financial limits.
  • Identify client needs and opportunities, educate clients about appropriate products, services and self-service or digital solutions, and refer them to specialists or other partners as appropriate.
  • Assess routine client problems using standard procedures and escalate non-standard issues internally.
  • Follow company policies and regulations, including AML requirements, identity verification, authentication, documentation and data-integrity standards.
  • Identify discrepancies, material changes and risk indicators, and escalate them according to policy and procedure.
  • Complete required training and strengthen knowledge of risk and compliance.
  • Participate in team, performance and development activities; share insights and best practices, collaborate with colleagues and contribute to a positive work environment.
  • Act in accordance with TD’s code of conduct and ethical standards and protect clients, colleagues and the Bank.

Benefits

  • Base salary and variable compensation or incentive awards, including potential eligibility for cash and/or equity awards through an incentive plan.
  • 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 and mentoring programs.
  • Reward and recognition.
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