Associate Banker II - Colchester

TD Bank • Colchester, CT

1d • 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 meaningful client relationships through accurate transactions, clear communication, needs-based conversations, and referrals to appropriate partners, while adhering to risk and regulatory standards.

The Associate Banker may serve as the first point of contact and hospitality ambassador for the financial center, managing in-person and phone client flow and providing high-touch service. Responsibilities include handling everyday banking transactions and basic consumer account opening and maintenance, educating clients about banking products and digital services, identifying client needs, scheduling appointments, and connecting clients with specialists. The role performs a broad range of transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters as appropriate.

The Associate Banker protects client relationships and bank integrity by following compliance procedures, AML requirements, identification and authentication standards, and documentation practices. The role also completes required training, contributes to a positive and inclusive team environment, and participates in performance and development activities. Work is scheduled during operating hours and may include evenings, weekends, and holidays.

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.
• Clear, concise, and consistent communication skills.
• Demonstrated problem-solving skills and sound judgment in decision-making.
• Ability to schedule and prioritize work, 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 the first point of contact for inquiries, issue resolution, and referrals.
• Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
• Provide personalized, client-first interactions that build trust and strengthen relationships.
• Complete accurate, efficient everyday banking transactions and basic consumer account opening and maintenance.
• Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
• Identify client needs and opportunities, conduct proactive outreach, schedule appointments, and make appropriate referrals.
• Perform a broad range of client transactions and multi-step activities within established financial limits.
• Resolve routine client requests and straightforward problems; escalate non-standard issues and risk indicators according to policy.
• Maintain compliance with company guidelines, AML laws, and regulatory requirements; verify client identification and follow authentication, data-integrity, and documentation standards.
• Act in accordance with TD’s code of conduct and ethical standards, safeguarding clients, colleagues, and the Bank.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to a positive team environment, collaborate with colleagues, share insights and best practices, and participate in performance and development activities.
• Embrace different perspectives and foster a growth mindset.

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
• Access to an online learning platform and mentoring programs
• Variable compensation or incentive awards, with eligibility for cash and/or equity incentive awards generally through participation in an incentive plan

What This Job Offers

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