Associate Banker II - Revere, MA

TD Bank • Revere, MA

3d • Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to life by serving as a trusted partner to clients. The role delivers everyday banking services and supports consumer product needs through accurate transactions, needs-based conversations, and referrals to appropriate specialists. It helps clients understand their options and make progress toward their financial goals while consistently following risk, compliance, and regulatory standards.

The position may serve as the financial center’s first point of contact and hospitality ambassador, managing in-person and phone client flow and responding to inquiries. It performs a broad range of client transactions and multi-step activities within established financial limits, addresses routine issues, and escalates non-standard matters. The role also participates in inbound and outbound client acquisition and relationship-deepening efforts.

The Associate Banker II contributes to a positive team environment, completes required training, and strengthens risk and compliance knowledge. The position is located in Revere, Massachusetts, with 40 hours listed. Work availability must include operating hours, including evenings, weekends, and holidays as scheduled.

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 organization 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.
• Ability to schedule and prioritize work.
• Ability to 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 a first point of contact for inquiries, issue resolution, and referrals.
• Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
• Create personalized interactions that build trust and strengthen ongoing client relationships.
• Perform accurate, efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
• Proactively identify client needs and opportunities through meaningful conversations and connect clients with appropriate partners or specialists.
• Educate clients about banking products, services, and digital capabilities to support convenience and financial well-being.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Use banking product knowledge, insights, tools, and resources to evaluate and recommend client solutions.
• Address routine client problems using standard procedures and escalate non-standard issues or risk indicators appropriately.
• Follow company guidelines, AML laws, regulatory requirements, authentication standards, and documentation procedures; verify client identification and maintain data integrity.
• Act in accordance with TD’s code of conduct and ethical standards, and protect clients, colleagues, and the Bank.
• Complete required training and strengthen risk and compliance knowledge.
• Participate as a team member, contribute to a positive work environment, and share insights, lessons learned, and best practices.
• Take accountability for outcomes and performance, and collaborate with colleagues to support team and organizational success.
• Embrace different perspectives and foster a growth mindset.

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 access to an online learning platform.
• Reward and recognition.
• Variable compensation or incentive awards may be available, generally through participation in an incentive plan.

What This Job Offers

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