Associate Banker II - South Burlington, VT

TD•South Burlington, VT
•$22 - $28•Onsite

About The Position

The Associate Banker II is a banking professional who delivers TD’s Brand promise at a store location. The role completes everyday banking transactions accurately and provides customers with advice, education, and support on services, products, and tools to help them achieve their financial goals. The position performs a broad range of work across the store, including processing transactions, opening and servicing accounts, understanding customer needs, and recommending or referring customers to appropriate products, services, and experts. It provides service on both the teller line and platform as needed, supports digital banking and card-related needs, and builds customer relationships through proactive outreach, referrals, appointments, and lead management. The Associate Banker II also follows operational, compliance, risk, and control requirements; maintains accurate transaction and cash handling practices; and contributes to a collaborative, inclusive team environment. The role may train and mentor newer colleagues.

Requirements

  • High school diploma or GED.
  • One year of experience working with customers in any capacity; experience may be demonstrated through volunteering, education, or military experience.
  • Ability to work scheduled operating hours, including evenings, weekends, and holidays.
  • 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 in decision-making.
  • Ability to schedule and prioritize work, and to work independently within deadlines.
  • Proficiency in Microsoft Office.
  • Ability to complete required Teller training and part 1 of platform training upon hire.

Nice To Haves

  • Demonstrated customer service skills.
  • Teller experience.
  • Notary License.

Responsibilities

  • Process customer transactions accurately on the teller line or platform, including cash, deposits, withdrawals, and other account servicing requests.
  • Open, close, and service personal deposit accounts; assist with debit and credit card issues, Regulation E, and mobile and online banking.
  • Identify customer financial needs and provide advice, education, product and service information, and referrals to appropriate colleagues or partners.
  • Build and deepen customer relationships through consultative support, proactive recommendations, lead management, outreach, and appointments.
  • Manage customer wait times by scheduling, rescheduling, or canceling meetings with bankers.
  • Provide lobby leadership, guide walk-in traffic, respond to customer inquiries, and help resolve issues or arrange appointments with experts.
  • Follow customer authentication, compliance, risk, control, audit, and regulatory requirements, including applicable Bank Secrecy Act and Patriot Act procedures.
  • Maintain cash drawers and stations, observe cash limits, secure cash, balance drawers and TCR, and act as a Dual Control agent when required.
  • Follow required opening and closing procedures and maintain appropriate records and documentation.
  • Complete job-specific and compliance-related training and adhere to TD policies, procedures, and Code of Conduct.
  • Collaborate with colleagues, contribute to a positive and inclusive work environment, and participate in personal performance and development activities.
  • Seek opportunities to improve work quality, embrace change, and take ownership of career development.
  • May train and mentor newer colleagues.

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, and mentoring programs.
  • Reward and recognition programs.
  • Variable compensation or incentive awards may be available, including eligibility for cash and/or equity incentive awards.
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