About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking and consumer account needs. The role combines accurate, efficient transactions with needs-based conversations, helping clients understand banking options, identifying opportunities to support their financial goals, and connecting them with appropriate partners. It may serve as the financial center’s first point of contact and hospitality ambassador, guiding client flow and responding to inquiries in person and by phone. The position requires broad knowledge of banking products and services, sound judgment, and adherence to risk, compliance, and regulatory standards. The Associate Banker II completes a range of client transactions and account activities within established limits, identifies and escalates non-standard concerns, and supports the integrity of client relationships through accurate identification, documentation, and authentication practices. The role also 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; qualifying 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, including the ability to communicate concisely, clearly, and consistently.
  • Demonstrated problem-solving skills and sound judgment.
  • 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 a first point of contact for inquiries, issue resolution, and referrals.
  • Deliver a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
  • Complete everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
  • Build trust through personalized, client-first interactions and proactively identify client needs and opportunities.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists as appropriate.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Perform a broad range of client transactions and multi-step activities within established financial limits.
  • Use banking product knowledge, insights, tools, and resources to evaluate and recommend client solutions.
  • Apply sound judgment, policy adherence, and risk awareness to client outcomes; identify discrepancies or risk indicators and escalate as required.
  • Verify client identification and follow authentication, documentation, data-integrity, AML, and other regulatory requirements.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to team success, share insights and best practices, participate in performance and development activities, and support an inclusive work environment.

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
  • Training programs
  • Mentoring programs
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