Associate Banker II - Lewiston, ME

TD • Lewiston, ME

4d • $22 - $28 • Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking transactions and basic consumer account opening and maintenance. The role combines transactional accuracy with needs-based engagement, helping clients understand available options and connecting them with appropriate partners to support their financial goals. As a hospitality ambassador and often the first point of contact at a financial center, the Associate Banker guides client flow and provides a high-touch, relationship-focused experience in person and by phone.

The role requires broad knowledge of banking products and services, proactive client engagement and outreach, and sound judgment within established financial limits and procedures. It also involves protecting client relationships through compliance with AML laws, regulatory requirements, identification verification, data-integrity standards, and TD policies. Routine client issues are addressed using standard procedures, while non-standard concerns and potential risk indicators are escalated as appropriate.

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 scheduled operating hours, including evenings, weekends, and holidays.
• Ability to complete required job-related training upon hire.
• Strong organizational skills and ability to handle 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, 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

• Manage client flow in person and by phone, serving as the first point of contact for inquiries, issue resolution, and referrals.
• Deliver accurate and efficient everyday banking transactions and complete basic consumer account opening and maintenance.
• Build trust and ongoing relationships through personalized, client-first interactions and consistent service aligned with TD’s service strategy.
• Educate clients about banking products, services, and digital capabilities, and connect them with specialists when appropriate.
• Identify client needs and opportunities, make appropriate referrals, and engage in inbound and outbound acquisition and relationship-deepening efforts.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and other opportunities.
• Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
• Address routine client requests using standard procedures and escalate non-standard issues as needed.
• Follow company guidelines and regulations, AML laws, and established identification, authentication, documentation, and data-integrity standards.
• Identify discrepancies, material changes, and risk indicators and escalate them in accordance with policy and procedure.
• 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 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
• Variable compensation and incentive awards, potentially including cash and/or equity incentive awards
• Training and onboarding
• Access to an online learning platform and mentoring programs

What This Job Offers

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