Associate Banker II - Revere, MA

TD • Revere, MA

6d • $24 - $31 • Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking transactions and basic consumer account opening and maintenance. The role builds meaningful client relationships through accurate, clear service and needs-based conversations, helping clients understand available options and connecting them with appropriate partners. It may serve as the first point of contact and hospitality ambassador for the financial center, guiding client flow in person and by phone. The Associate Banker II uses broad knowledge of banking products, services, tools, and resources to identify needs, recommend solutions, support consumer product needs, and make referrals. The role also conducts inbound and outbound acquisition efforts, handles a broad range of transactions within established financial limits, resolves routine issues, and escalates non-standard matters. All work is performed in accordance with TD policies, risk controls, and 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 after 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 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, act as the first point of contact for inquiries, resolve issues, and make referrals to appropriate partners.
• Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
• Build trust and strengthen ongoing client relationships through personalized, client-first interactions.
• Educate clients on banking products, services, and digital capabilities, and connect them to specialists as needed.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Complete everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
• Identify client needs and opportunities, recommend appropriate solutions, and refer clients to specialists and partners.
• Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
• Resolve routine client requests and escalate non-standard issues, discrepancies, material changes, and risk indicators according to policy.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory requirements.
• Complete required training and maintain risk and compliance knowledge.
• Contribute to team success, share insights and best practices, participate in performance and development activities, and foster an inclusive, collaborative work environment.
• Uphold TD’s code of conduct, ethical standards, and risk and regulatory policies.

Benefits

• Base salary and variable compensation/incentive awards, including potential eligibility for cash and/or equity incentive awards 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