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

TD Bank•Waltham, MA

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 client relationships through accurate transactions, clear communication, needs-based conversations, and appropriate referrals, while adhering to risk and regulatory standards. The position may serve as the first point of contact and hospitality ambassador for the financial center, managing in-person and phone traffic and guiding clients to appropriate partners. It performs everyday banking transactions and basic consumer account opening and maintenance, educates clients about products and digital banking capabilities, and identifies opportunities to support clients’ financial goals. The role also handles routine client issues, escalates non-standard matters, and operates within established financial limits and company policies. This is a 20-hour position in Waltham, Massachusetts. The listed pay range is $22.00–$27.75 per hour. The position requires availability during operating hours, including evenings, weekends, and holidays as scheduled.

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.
Ability to schedule and prioritize work, work independently, and meet deadlines.
Sound judgment in decision-making and problem-solving.
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 a first point of contact for inquiries, issue resolution, and referrals.
Deliver a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
Perform accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
Engage clients in needs-based conversations, identify needs and opportunities, and refer clients to appropriate partners or specialists.
Educate clients about banking products, services, and digital capabilities, connecting them with specialists as needed.
Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Use sound judgment and follow policies, procedures, and risk standards to achieve compliant outcomes.
Verify client identification, maintain data integrity, and follow authentication and documentation standards in compliance with AML and regulatory requirements.
Identify discrepancies, material changes, or risk indicators and escalate them appropriately.
Complete required training and strengthen risk and compliance knowledge.
Contribute to a positive, collaborative team environment and share insights, lessons learned, and best practices.
Participate in performance and development activities and take accountability for outcomes.