Associate Banker II (US) - Arlington, MA

TD • Arlington, MA

5d • $22 - $28 • Onsite

About The Position

The Associate Banker II brings TD’s human, relationship-driven banking experience to clients. The role delivers everyday banking services and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity, while helping clients understand their options and work toward their financial goals. The position adheres to TD’s risk and regulatory standards.

The Associate Banker II combines transactional excellence with needs-based engagement. As a potential first point of contact and hospitality ambassador for the financial center, the role manages client flow, handles routine inquiries and transactions, identifies client needs, and connects clients with appropriate partners and specialists. The position uses knowledge of banking products, tools, and resources to recommend solutions, supports acquisition and relationship-deepening efforts, and handles a broad range of transactions and multi-step activities within established financial limits. It also identifies routine problems and escalates non-standard issues.

The role requires completion of job-related training, collaboration with colleagues, and ongoing attention to client experience, compliance, risk awareness, and professional development. Scheduled work may include evenings, weekends, and holidays during operating hours.

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 scheduled hours during operating hours, including evenings, weekends, and holidays.
• Ability to complete required job-related training upon hire.
• Strong organizational skills and ability to handle 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

• 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 accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
• Create personalized, relationship-driven client interactions that build trust and support ongoing relationships.
• Educate clients about banking products, services, and digital capabilities, and connect them with specialists when appropriate.
• Identify client needs and opportunities, initiate referrals, and engage in inbound and outbound outreach, including scheduling appointments.
• Perform a broad range of client transactions and multi-step activities within established financial limits.
• Identify routine client problems, resolve them using standard procedures, and escalate non-standard issues as needed.
• Follow company guidelines, AML laws, regulatory requirements, and established client identification, authentication, documentation, and data-integrity standards.
• Identify potential 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, collaborate with colleagues, and participate in performance and development activities.
• Act with empathy, integrity, sound judgment, and accountability while safeguarding clients, colleagues, and the Bank.

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
• Access to an online learning platform and mentoring programs
• Potential eligibility for cash and/or equity incentive awards through an incentive plan

What This Job Offers

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