Associate Banker II (20 hours) - North Beverly, MA

TD•Beverly, MA

1d•$22 - $28•Onsite

About The Position

The Associate Banker II plays a vital role in delivering TD’s relationship-driven banking experience. As a trusted client partner, this role provides everyday banking services and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity. The Associate Banker helps clients understand their options and work toward their financial goals while consistently adhering to risk and regulatory standards. The role combines accurate transaction processing with needs-based client engagement. It may serve as the first point of contact and hospitality ambassador at a financial center, managing client flow and connecting clients with appropriate partners. The Associate Banker uses knowledge of banking products and services, available tools, and resources to identify needs, recommend solutions, make referrals, and support client acquisition and relationship deepening. The position handles a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters as appropriate. The Associate Banker is expected to comply with company policies and regulations, including anti-money laundering requirements, client identification and authentication standards, and data-integrity procedures. The role also contributes to a collaborative, inclusive team environment and completes required training.

Requirements

High school diploma or GED.
At least 1 year of demonstrated experience working with clients; qualifying experience may include volunteering, education, or military experience.
Ability to work scheduled operating hours, including evenings, weekends, and holidays.
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, 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.

Nice To Haves

Teller or cash-handling experience in a client-facing role or financial institution.
Notary license.

Responsibilities

Manage in-person and telephone client flow and serve as a first point of contact for inquiries, issue resolution, and referrals.
Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
Complete everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
Build trust through personalized, client-first interactions and proactively identify client needs and opportunities.
Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Use sound judgment, policy adherence, and risk awareness to achieve compliant and responsible outcomes.
Perform a broad range of client transactions and multi-step activities within established financial limits.
Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
Complete required training and strengthen risk and compliance knowledge.
Contribute to team success, share insights and best practices, participate in development activities, and foster an inclusive work environment.