Associate Banker II - Rocky Hill

TD Bank • Rocky Hill, CT

8d • 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 work toward financial goals while adhering to risk and regulatory standards.

The position combines transactional execution with needs-based engagement. The Associate Banker may serve as the financial center’s first point of contact and hospitality ambassador, managing client flow and inquiries, handling routine requests, completing consumer account opening and maintenance, and connecting clients with appropriate specialists. The role also supports proactive outreach and acquisition, recommends relevant banking products and services, and identifies and escalates non-standard issues and risk indicators.

The Associate Banker II works within established financial limits and procedures, maintains compliance with applicable laws and company standards, completes required training, and contributes to a collaborative, inclusive team environment. The listed physical requirements include frequent sitting, standing, walking, and sedentary work, as well as continuous multitasking and operation of standard office equipment.

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 hours during operating hours, including evenings, weekends, and holidays.
• 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 and sound judgment in decision-making.
• Ability to schedule and prioritize work, 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 in-person and phone client flow as a first point of contact, responding to inquiries, resolving issues, and referring clients to appropriate partners.
• Deliver 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.
• Complete everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
• Identify client needs and opportunities, recommend appropriate solutions, and make referrals to specialists and other partners.
• Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
• Use standard procedures to assess and address routine client problems, escalating non-standard issues as appropriate.
• Maintain compliance with company guidelines, AML laws, regulatory requirements, identification verification, data-integrity, authentication, and documentation standards.
• Identify discrepancies, material changes, and risk indicators, and escalate them in accordance with policy and procedure.
• Act in accordance with TD’s code of conduct and ethical standards, protecting clients, colleagues, and the Bank.
• Complete required training and strengthen risk and compliance knowledge.
• Participate fully as a team member, contribute to a positive work environment, and share insights, lessons learned, and best practices.
• Participate in performance and development activities, collaborate with colleagues, and embrace diverse perspectives.

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
• Training and onboarding
• Online learning platform and mentoring programs
• Potential eligibility for cash and/or equity incentive awards through an incentive plan

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED