About The Position

The Associate Banker II is a banking professional who helps deliver TD’s Brand promise at a store location. The role completes everyday banking transactions accurately and provides customers with advice and educational support on services, products, and tools to help them achieve their financial goals. It performs work across teller-line and platform functions, including account servicing, customer outreach, appointment management, and referrals to colleagues or internal partners. The position also follows operational, compliance, risk, and control requirements and contributes to a collaborative, inclusive team environment.

Requirements

  • High school diploma or GED.
  • One year of experience working with customers in any capacity; experience may be demonstrated through volunteering, education, or military experience.
  • Ability to work scheduled operating hours, including evenings, weekends, and holidays.
  • Strong organizational skills and the 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.
  • Ability to complete required Teller training and part 1 of platform training upon hire.
  • Ability to follow customer authentication, compliance, risk, and control procedures.

Nice To Haves

  • Bilingual English and Spanish speaking preferred.
  • Demonstrated customer service skills preferred.
  • Teller experience preferred.
  • Notary License preferred.

Responsibilities

  • Process customer transactions accurately on the teller line and platform, including cash, deposits, withdrawals, and other account-service requests.
  • Open, close, and service personal deposit accounts; assist with debit and credit card issues, Regulation E, and mobile and online banking.
  • Build customer trust by listening to financial needs, providing advice and educational support, and recommending products, services, tools, or appropriate referrals.
  • Use TD systems and tools to acquire and deepen customer relationships and support customer retention.
  • Manage leads and referrals, conduct customer outreach through outbound calls and relay SMS, and set or host appointments.
  • Manage customer wait times by scheduling, rescheduling, or canceling meetings with a Banker.
  • Provide lobby leadership as an initial point of contact, direct walk-in traffic, respond to inquiries, help resolve issues, and arrange appointments with experts.
  • Complete required job-specific and compliance training and follow applicable policies, procedures, controls, and regulatory requirements.
  • Apply customer authentication, due diligence, and compliance principles to account openings and transactions.
  • Maintain and secure cash drawers, observe cash limits, balance cash drawers and TCR, and follow required opening and closing procedures.
  • Act as a Dual Control agent when required.
  • Respond to audit, regulator, and compliance requests and findings, and maintain appropriate action-plan records.
  • Collaborate with colleagues, contribute to a positive team environment, uphold TD’s culture and Shared Commitments, and pursue personal development.
  • May train and mentor newer colleagues.

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
  • Reward and recognition
  • Training and onboarding
  • Online learning platform and mentoring programs
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