The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking, basic consumer account opening and maintenance, and needs-based product guidance. The role builds meaningful client relationships through accurate transactions, clear communication, proactive conversations, and referrals to appropriate partners, while following risk, regulatory, and compliance standards. The Associate Banker II may be the first point of contact at a financial center, managing in-person and phone client flow and providing a welcoming, high-touch experience. The role uses knowledge of banking products, services, and digital capabilities to help clients understand options and find suitable solutions. It performs a broad range of transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters as needed. The position also supports acquisition and relationship-deepening efforts, including proactive outreach and appointment scheduling. It safeguards client information and the integrity of client relationships by adhering to AML requirements, verifying identification, maintaining data integrity, and following authentication and documentation procedures. The colleague completes required training, contributes to team performance, and participates in development activities.
Stand Out From the Crowd
Upload your resume and get instant feedback on how well it matches this job.
Job Type
Part-time
Career Level
Entry Level
Education Level
High school or GED