Associate Banker II - Milton, VT

TD Bank • Milton, VT

2d • Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by providing everyday banking services and supporting consumer product needs. The role builds client relationships through accurate transactions, basic consumer account opening and maintenance, needs-based conversations, product education, and referrals to appropriate partners. It may serve as the first point of contact and hospitality ambassador for the financial center, guiding client flow and helping resolve routine inquiries while escalating non-standard issues. The role applies broad knowledge of banking products and services, uses available tools and resources to recommend solutions, and conducts inbound and outbound outreach to identify client needs and deepen relationships. Work is performed within established financial limits and in accordance with risk, compliance, AML, and regulatory requirements.

The Associate Banker II helps clients understand banking options and digital capabilities, supports consumer account needs, and provides personalized service aligned with TD’s service strategy. The role safeguards client relationships by verifying identification, maintaining accurate data and documentation, identifying and escalating potential discrepancies or risk indicators, and following company policies and ethical standards. The employee completes required training, contributes to team performance and a positive work environment, shares best practices, and participates in development activities.

The position is based in Milton, Vermont, with 40 hours listed. The role requires availability during operating hours, including scheduled evenings, weekends, and holidays. Physical activities include frequent sitting, standing, and walking; continuous multitasking, operating standard office equipment, responding quickly to sounds, and sustained concentration; and occasional domestic travel and lifting/carrying items under and over 25 pounds, along with other occasional movement activities.

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 handle multiple tasks in a fast-paced environment.
• Excellent communication skills, including the ability to be concise, clear, and consistent.
• Demonstrated effective problem-solving skills.
• Ability to schedule and prioritize work.
• Ability to work independently and within 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.
• Provide a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
• Conduct accurate and efficient everyday banking transactions and perform basic consumer account opening and maintenance.
• Engage clients in needs-based conversations, identify needs and opportunities, and refer clients to appropriate partners or specialists.
• Educate clients on banking products, services, and digital capabilities, connecting them with specialists as needed.
• Conduct proactive inbound and outbound outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Use knowledge of banking products, insights, tools, and resources to evaluate and recommend client solutions.
• Perform and make decisions on a broad range of client transactions and multistep activities within established financial limits.
• Address routine client requests and straightforward problems using standard procedures, escalating non-standard issues appropriately.
• Balance client needs with sound judgment, policy adherence, and risk awareness.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
• Identify potential discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Participate fully as a team member, contribute to a positive work environment, and share insights, lessons learned, and best practices.
• Participate in performance and development activities and collaborate with colleagues to support team and organizational success.

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 and onboarding
• Online learning platform and mentoring programs
• Variable compensation or incentive awards, potentially including cash and/or equity incentive awards

What This Job Offers

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