About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to life by serving as a trusted partner to clients. The role delivers everyday banking and supports consumer product needs through accurate, confident, and clear interactions that help clients understand their options and work toward their financial goals while adhering to risk and regulatory standards. This 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, managing client flow and directing clients to appropriate partners. The Associate Banker II performs everyday banking transactions and basic consumer account opening and maintenance, identifies client needs, recommends or explains relevant banking solutions, and makes referrals to specialists. The role also handles routine client concerns, escalating non-standard issues when appropriate. The position supports client acquisition and relationship deepening through inbound and outbound outreach, appointment scheduling, and education about banking products, services, and digital capabilities. It is accountable for accurate, compliant operations, including client identification verification, data integrity, authentication, documentation, and escalation of potential risks. The Associate Banker II completes required training, collaborates with the team, and contributes to a positive, inclusive work environment.

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 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.
  • Clear, concise, and consistent communication skills.
  • Demonstrated problem-solving skills.
  • Ability to schedule and prioritize work and work independently within deadlines.
  • Sound judgment in decision-making and problem-solving.
  • Proficiency in Microsoft Office.

Nice To Haves

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

Responsibilities

  • Manage in-person and phone client flow and serve as a first point of contact for inquiries, issue resolution, and referrals.
  • Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
  • Conduct accurate and efficient everyday banking transactions, including basic consumer account opening and maintenance.
  • Build client relationships through personalized interactions and needs-based conversations.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists as appropriate.
  • Identify client needs and opportunities, initiate referrals, and support client acquisition and relationship deepening.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and other opportunities.
  • Perform client transactions and multi-step activities within established financial limits and procedures.
  • Address routine client requests and problems using standard procedures, escalating non-standard issues or risk indicators appropriately.
  • Follow AML, regulatory, company, and policy requirements, including verifying client identification and maintaining data integrity and required documentation.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, collaborate with colleagues, and share insights and best practices.
  • Participate in performance and development activities and take accountability for outcomes.

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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