Associate Banker II - Norwood

TD•Norwood, MA
•$24 - $31•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, confident, and clear interactions, helping clients understand their options and connect with appropriate partners while meeting risk and regulatory standards. The position combines transactional work with needs-based client engagement. It may serve as the first point of contact and hospitality ambassador at a financial center, guide client flow, perform routine banking and account activities, identify client needs, and make referrals. The role also handles routine concerns, escalates non-standard issues, and helps safeguard client relationships through compliance with identification, authentication, documentation, AML, and other regulatory requirements.

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 communicate concisely, clearly, and consistently.
  • Demonstrated problem-solving skills and sound judgment.
  • Ability to schedule and prioritize work.
  • Ability to 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 in-person and phone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
  • Deliver accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
  • Create personalized, relationship-driven client experiences and build trust through empathetic, client-first interactions.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
  • Identify client needs and opportunities through meaningful conversations and proactive outreach, including scheduling appointments.
  • Evaluate client needs using knowledge, insights, tools, and resources, and recommend appropriate solutions or referrals.
  • Perform a broad range of client transactions and multi-step activities within established financial limits.
  • Assess routine client problems using standard procedures and escalate non-standard issues appropriately.
  • Maintain compliance with company guidelines, AML laws, and regulatory requirements, including accurate identity verification and documentation.
  • Identify discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, share insights and best practices, and participate in development and performance activities.

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, training, and mentoring programs.
  • Base salary and variable compensation or incentive awards, subject to plan eligibility.
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