Associate Banker II - 20 hours - Ipswich, MA

TD•Ipswich, MA
•$22 - $28•Onsite

About The Position

This role delivers TD’s relationship-driven banking experience by serving as a trusted partner to clients. It provides everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity, while helping clients understand their options and achieve financial goals in accordance with risk and regulatory standards. The Associate Banker II combines transactional expertise with needs-based client engagement. The role may serve as the first point of contact and hospitality ambassador at a financial center, guiding client flow, completing everyday banking transactions, supporting basic consumer account opening and maintenance, recognizing client needs, and referring clients to appropriate partners. It uses knowledge of banking products, tools, and resources to recommend solutions; supports inbound and outbound acquisition efforts; and handles routine client issues, escalating non-standard matters as appropriate. The role is scheduled for 20 hours. The listed pay range is $22.00–$27.75 USD. TD describes its total rewards package as including base salary and variable compensation or incentive awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition. Training, onboarding, career and development conversations, an online learning platform, and mentoring programs are also described.

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 problem-solving skills and sound judgment in decision-making.
  • Ability to schedule and prioritize work.
  • Ability to 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 consistent, relationship-driven client experiences aligned with TD’s service strategy.
  • Create personalized client interactions that build trust and strengthen ongoing relationships.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Complete everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
  • Identify client needs and opportunities, recommend appropriate solutions, and make referrals to partners and specialists.
  • Perform a broad range of client transactions and multi-step activities within established financial limits.
  • Assess routine client problems using standard procedures and escalate non-standard issues appropriately.
  • Balance client needs with policy adherence, sound judgment, and risk awareness.
  • Verify client identification and follow AML, authentication, documentation, and data-integrity requirements.
  • Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, share insights and best practices, and collaborate with colleagues.
  • Participate in performance and development activities and embrace diverse 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 or incentive awards, subject to eligibility
  • Online learning platform and mentoring programs
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