About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by serving as a trusted partner to clients. The role provides everyday banking services and supports basic consumer account opening and maintenance, combining accurate transactions with needs-based conversations to help clients understand their options and connect with appropriate specialists. As a hospitality ambassador and often the first point of contact at the financial center, the Associate Banker II manages client flow and delivers welcoming, personalized service in person and by phone. The role uses knowledge of banking products, services, and digital capabilities to identify client needs, recommend solutions, and make referrals. It performs a broad range of transactions and multi-step activities within established financial limits, addresses routine issues, and escalates non-standard problems. The Associate Banker II is responsible for following company procedures, AML laws, and regulatory requirements, safeguarding client information and relationships, and contributing to a collaborative team environment. This position is scheduled for 20 hours, with work during operating hours that may include evenings, weekends, and holidays.

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.
  • Effective problem-solving skills and sound judgment.
  • Ability to schedule and prioritize work, work independently, and meet deadlines.
  • Proficiency in Microsoft Office.

Nice To Haves

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

Responsibilities

  • Manage client flow in person and by phone, serving as the first point of contact for inquiries, issue resolution, and referrals.
  • Deliver a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
  • Perform accurate, efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
  • Engage clients in needs-based conversations, identify opportunities, explain banking products, services, and digital capabilities, and connect clients with appropriate partners or specialists.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Use sound judgment, policy adherence, and risk awareness to provide compliant and responsible outcomes.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
  • Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Address routine client problems and requests, escalating non-standard issues when needed.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to team performance and a positive work environment by collaborating, sharing insights and best practices, and participating in development activities.
  • Act in accordance with TD’s code of conduct and ethical standards and safeguard clients, colleagues, and the Bank.

Benefits

  • Base salary and variable compensation or incentive awards, including potential cash and/or equity incentive plan participation.
  • 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, training, mentoring, and reward and recognition programs.
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