Associate Banker II (20 hours) - North Beverly, MA

TD Bank • Beverly, MA

1d • Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to life 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 work toward financial goals while adhering to risk and regulatory standards.

The position combines transactional service with needs-based engagement. The Associate Banker II may serve as the first point of contact and hospitality ambassador at the financial center, guiding client flow and handling in-person and phone inquiries. The role performs everyday transactions and basic consumer account opening and maintenance, identifies client needs, explains banking products and digital capabilities, and connects clients with appropriate specialists. It also supports acquisition and relationship-deepening efforts through proactive client outreach and appointment scheduling.

The Associate Banker II works within established financial limits and procedures, resolves routine issues, and escalates non-standard matters and risk indicators as appropriate. The role maintains accurate client identification, data, authentication, and documentation practices; follows AML and other regulatory requirements; completes required training; and collaborates with colleagues to support the team and organization.

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 manage multiple tasks in a fast-paced environment.
• Clear, concise, and consistent communication skills.
• Demonstrated problem-solving skills.
• Ability to schedule and prioritize work, work independently, and meet deadlines.
• Sound judgment in decision-making and problem-solving.
• 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 a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
• Perform accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
• Build trust through personalized, client-first interactions and proactively identify client needs and opportunities.
• 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.
• Make appropriate referrals to partners and specialists to support clients’ financial objectives.
• Balance client needs with sound judgment, policy adherence, and risk awareness.
• Complete operational activities in compliance with company guidelines and regulations.
• Verify client identification, maintain data integrity, and follow authentication and documentation standards in accordance with AML and regulatory requirements.
• Identify discrepancies, material changes, or 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, and participate in performance and development activities.
• Embrace different perspectives and collaborate with team members to support organizational success.

Benefits

• Base salary and variable compensation or incentive awards, subject to eligibility and 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.

What This Job Offers

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