Associate Banker II - (20 hours) - Waltham, MA

TD•Waltham, MA

1d•$22 - $28•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, needs-based conversations, product education, and referrals to appropriate partners, while adhering to risk, compliance, and regulatory standards. The Associate Banker II may serve as the first point of contact and hospitality ambassador for a financial center, managing in-person and phone client flow and helping clients access the right services. The position performs a broad range of transactions and multistep activities within established financial limits, handles routine issues, and escalates nonstandard matters. It also supports client acquisition and relationship deepening through proactive outreach and appointment scheduling. The position is scheduled for 20 hours. Work may include evenings, weekends, and holidays as scheduled. TD provides required training and onboarding, development conversations, access to online learning and mentoring, and a competitive benefits plan.

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 manage 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, 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 a welcoming, relationship-driven client experience aligned with TD’s service strategy.
Build trust through personalized, client-first interactions and advocate for clients with empathy and integrity.
Process everyday banking transactions accurately and efficiently, including basic consumer account opening and maintenance and multistep activities within established financial limits.
Proactively identify client needs and opportunities, explain banking products, services, and digital capabilities, and connect clients with appropriate specialists or partners.
Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Use banking knowledge, tools, and resources to evaluate and recommend suitable client solutions.
Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
Verify client identification, maintain data integrity, and follow authentication, documentation, anti-money-laundering, and other regulatory requirements.
Identify discrepancies, material changes, and risk indicators, escalating them according to policy and procedure.
Address routine client requests and problems using standard procedures and escalate nonstandard issues as needed.
Complete required training and continuously strengthen risk and compliance knowledge.
Contribute to a positive team environment, collaborate with colleagues, and share insights, lessons learned, and best practices.
Participate in performance and development activities and model curiosity, accountability, and respect for diverse perspectives.