About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking transactions and basic consumer account opening and maintenance. The role builds meaningful client relationships through accurate service, needs-based conversations, education about banking products and digital capabilities, and referrals to appropriate specialists. It may serve as the first point of contact at the financial center, managing client flow in person and by phone and providing a high-touch, hospitality-oriented experience. The position performs a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues, escalates non-standard matters, and follows applicable risk, compliance, AML, and regulatory requirements. The role also includes proactive client outreach and appointment scheduling, identifying acquisition and relationship-deepening opportunities, maintaining accurate identification and client data, and escalating discrepancies or risk indicators. The Associate Banker II completes required training, contributes to a collaborative team environment, and participates in performance and development activities. The posting lists a 40-hour workweek and pay of $23.75–$31.00 USD.

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.
  • Excellent communication skills, with the ability to be concise, clear, and consistent.
  • Demonstrated problem-solving skills.
  • Ability to schedule and prioritize work.
  • Ability to work independently and within 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, act as a first point of contact, respond to inquiries, resolve routine issues, and refer clients to appropriate partners.
  • Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
  • Complete accurate and efficient everyday banking transactions, basic consumer account opening and maintenance, and multi-step activities within established financial limits.
  • Identify client needs through meaningful conversations and recommend or refer clients to suitable products, services, specialists, and other partners.
  • Educate clients about banking products, services, and digital capabilities to support convenience and financial well-being.
  • Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Balance client needs with sound judgment, policy adherence, and risk awareness.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and 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, lessons learned, 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, training, mentoring, and access to an online learning platform.
  • Variable compensation or incentive awards may be available, including eligibility for cash and/or equity incentive awards through an incentive plan.
  • Reward and recognition.
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service