Associate Banker II - Webster Square - Spanish Speaking Preferred

TD Bank • Worcester, MA

3d • Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by serving as a trusted client partner. The role provides everyday banking services and supports consumer product needs through accurate transactions, basic account opening and maintenance, and needs-based conversations that help clients understand available options and reach appropriate partners. The Associate Banker may serve as the financial center’s first point of contact and hospitality ambassador, managing client flow in person and by phone while providing a high-touch, personalized experience. The position requires broad knowledge of banking products and services, proactive client outreach and referrals, and sound judgment while following risk, regulatory, and compliance standards. The role also supports a positive, collaborative team environment and continuously develops risk and compliance knowledge.

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, including the ability to communicate concisely, clearly, and consistently.
• 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

• Spanish-speaking ability preferred.
• Teller or cash-handling experience in a client-facing role or financial institution preferred.
• Notary license preferred.

Responsibilities

• Manage client flow in person and by phone, serve as the first point of contact for inquiries and issue resolution, and refer clients to appropriate partners.
• Deliver accurate, efficient everyday banking transactions, basic consumer account opening and maintenance, and other client activities within established financial limits.
• Create personalized, relationship-driven interactions that build trust and strengthen ongoing client relationships.
• Proactively discuss client needs, explain banking products, services, and digital capabilities, and recommend or connect clients with appropriate solutions and specialists.
• Conduct proactive inbound and outbound client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Balance client needs with policy adherence, risk awareness, and sound judgment to achieve compliant outcomes.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory requirements.
• Identify discrepancies, material changes, and potential risk indicators, escalating issues as required by policy and procedure.
• Complete required training and strengthen knowledge of risk and compliance.
• Contribute to a positive team environment, collaborate with colleagues, share best practices, and participate in performance and development activities.

Benefits

• Base salary and variable compensation or incentive awards, with eligibility for cash and/or equity incentive awards generally through an incentive plan.
• 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, mentoring programs, and reward and recognition.

What This Job Offers

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