Associate Banker II - So Portland, ME (Market St)

TD•South Portland, ME

9d•$22 - $28•Onsite

About The Position

The Associate Banker II is a banking professional at a TD store location who delivers the bank’s Brand promise by completing everyday banking transactions and providing customers with advice and educational support on services, products, and tools. The role works across teller-line and platform activities, including account opening and servicing, customer transactions, digital banking support, and helping customers identify solutions for their financial needs. The role develops customer relationships through consultative advice, proactive recommendations, referrals, lead management, and customer outreach. It also helps coordinate customer traffic and appointments, maintains accurate cash and transaction handling, and follows applicable policies, controls, and regulatory requirements. The Associate Banker II contributes to a collaborative, inclusive team environment and may train or 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 during operating hours, including evenings, weekends, and holidays as scheduled.
Strong organization skills and ability to manage multiple tasks in a fast-paced environment.
Excellent communication skills, with the ability to communicate concisely, clearly, and consistently.
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.
Complete 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 deposits, withdrawals, check cashing, and account servicing requests.
Open, close, and service personal deposit accounts and assist with debit card and credit card issues, Regulation E, and mobile and online banking.
Identify customers’ financial needs and provide advice, education, product and service information, recommendations, or referrals to appropriate colleagues and partners.
Build and deepen customer relationships through lead creation and management, customer outreach, outbound calls and relay SMS, appointment setting, and campaign or partner referrals.
Provide lobby leadership, respond to customer inquiries, help manage walk-in traffic, and schedule, reschedule, or cancel meetings with bankers and experts.
Deliver consistent customer service while promoting and educating customers about TD products, services, and tools.
Follow established policies, procedures, compliance requirements, and risk and control programs; complete required training and maintain appropriate records and responses for audits and regulatory requests.
Apply customer authentication and due diligence practices to transactions and new account openings, and comply with applicable regulations including the Bank Secrecy Act and Patriot Act.
Manage cash drawers, maintain cash limits, secure cash and stations, balance cash drawers and TCR, act as a dual-control agent when required, and follow opening and closing procedures.
Contribute to team success, uphold TD’s Model, Brand, Culture, and Shared Commitments, participate in performance and development activities, and seek opportunities to improve work quality.
May train and mentor newer colleagues.