Associate Banker II - 40 hours - Waltham, MA

TD•Waltham, MA

1d•$22 - $28•Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to clients by delivering everyday banking services and supporting consumer product needs. The role builds meaningful client relationships through accurate, confident, and clear interactions, helping clients understand their options and connect with appropriate partners while adhering to risk and regulatory standards. The position combines transactional work with needs-based engagement, including basic consumer account opening and maintenance, client-flow management, identifying needs, making referrals, and helping clients find relevant banking solutions. It may serve as the first point of contact and hospitality ambassador at a financial center, handle a broad range of transactions within established financial limits, and address routine issues while escalating non-standard concerns. The role is based in Waltham, Massachusetts, and is listed for 40 hours. The employee is expected to work operating hours, including evenings, weekends, and holidays as scheduled. TD provides training and onboarding, career development conversations, access to learning and mentoring programs, and a competitive benefits plan.

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.
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 work independently within 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 the first point of contact for inquiries, issue resolution, and referrals.
Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
Create personalized interactions that build trust and strengthen client relationships.
Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Perform accurate, efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
Identify client needs and opportunities, recommend appropriate solutions, and refer clients to relevant partners or specialists.
Use knowledge of banking products, insights, tools, and resources to evaluate and recommend client solutions.
Engage in inbound and outbound acquisition efforts and deepen client relationships through appropriate referrals.
Assess routine client problems using standard procedures and escalate non-standard issues or risk indicators as appropriate.
Maintain compliance with company guidelines, AML laws, and regulatory requirements; verify client identification and follow authentication, documentation, and data-integrity standards.
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 ethically and protect clients, colleagues, and the Bank by following TD’s code of conduct and raising concerns appropriately.