Associate Banker II - Milton, VT

TD • Milton, VT

3d • $22 - $28 • Onsite

About The Position

The Associate Banker II brings TD’s human, relationship-driven banking experience to life by serving as a trusted partner to clients. The role delivers everyday banking and supports consumer product needs while building meaningful relationships with accuracy, confidence, and clarity. It helps clients understand their options, feel supported, and work toward their financial goals while adhering to TD’s risk and regulatory standards.

The position combines accurate transactional service with needs-based conversations, basic consumer account opening and maintenance, and referrals to appropriate partners. It may serve as the first point of contact and hospitality ambassador for the financial center, managing client flow and providing a high-touch experience. The Associate Banker II handles a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters 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.
• 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 the 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.
• Build trust through personalized, client-first interactions and strengthen ongoing client 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 accurate and efficient everyday banking transactions, basic consumer account opening and maintenance, and multi-step activities within established financial limits.
• Identify client needs and opportunities, recommend appropriate solutions, and refer clients to partners and specialists.
• Use banking product and service knowledge, insights, tools, and resources to evaluate and recommend client solutions.
• Balance client needs with sound judgment, policy adherence, and risk awareness.
• Verify client identification and follow authentication, documentation, AML, regulatory, and data-integrity requirements.
• Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
• Complete required training and continuously strengthen risk and compliance knowledge.
• Contribute to a positive team environment, share insights and best practices, and participate in performance and development activities.

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, and access to an online learning platform.
• Reward and recognition programs.
• 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