About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking, consumer product needs, and basic account opening and maintenance. The role builds client relationships through accurate transactions, attentive service, needs-based conversations, and referrals to appropriate specialists, while helping clients understand banking options and digital capabilities. It may serve as the first point of contact and hospitality ambassador for a financial center, managing in-person and phone traffic and responding to client inquiries, issues, and requests. The role performs a broad range of client transactions and multi-step activities within established financial limits, addresses routine issues, and escalates non-standard matters as appropriate. It must follow applicable company policies, AML laws, regulatory requirements, and risk controls. The position is part-time, with 20 hours listed.

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 handle multiple tasks in a fast-paced environment.
  • Clear, concise, and consistent communication skills.
  • Demonstrated problem-solving skills, sound judgment, and ability to prioritize and schedule work.
  • Ability to 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; serve as a first point of contact for inquiries, issue resolution, and referrals.
  • Deliver welcoming, relationship-driven client experiences aligned with TD’s service strategy.
  • Perform accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
  • Build trust through personalized client interactions and identify client needs and opportunities through proactive conversations.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists as appropriate.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Use sound judgment, follow policies, and maintain risk awareness to support compliant and responsible client outcomes.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory requirements.
  • Identify discrepancies, material changes, and risk indicators and escalate them in accordance with policy and procedure.
  • 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
  • Competitive benefits plan
  • Training and onboarding
  • Online learning platform and mentoring programs
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