Associate Banker II - 30 hrs - Newton, MA
About The Position
The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking and consumer product needs. The role builds meaningful client relationships through accurate, confident, and clear service, helps clients understand their options and financial goals, and follows applicable risk and regulatory standards. The position combines transactional banking with needs-based engagement, including basic consumer account opening and maintenance, client-flow management, identifying needs, and connecting clients with appropriate partners. The Associate Banker II may serve as the first point of contact and hospitality ambassador at the financial center, handle a broad range of transactions within established financial limits, and resolve routine client issues while escalating non-standard matters. The role also contributes to compliant operations, client relationship development, and a collaborative team environment.
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.
- 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 everyday banking transactions accurately and efficiently, including basic consumer account opening and maintenance.
- Provide consistent, relationship-driven service and personalized interactions that build client trust.
- 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 proactive outreach, including scheduling appointments.
- Use banking knowledge, tools, and resources to evaluate and recommend client solutions.
- Perform a broad range of client transactions and multi-step activities within established financial limits.
- Address routine client issues and escalate non-standard issues or potential risks according to policy and procedure.
- Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
- Complete required training and strengthen risk and compliance knowledge.
- Contribute to a positive team environment, collaborate with colleagues, and share insights and best practices.
- Participate in performance and development activities and demonstrate accountability for outcomes.
- Follow TD’s code of conduct and ethical standards, and protect clients, colleagues, and the Bank.
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 or incentive awards may be available, including cash and/or equity awards through an incentive plan
- Training and onboarding
- Online learning platform and mentoring programs
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What This Job Offers
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED
