Associate Banker II - Bilingual English & Spanish Speaking Preferred - Methuen, MA (Haverhill St)

TD Bank•Methuen, MA

11d•Onsite

About The Position

The Associate Banker II plays a vital role in delivering TD’s human, relationship-driven banking experience. As a trusted partner to clients, this role provides everyday banking services and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity. The Associate Banker helps clients understand their options and feel supported in pursuing their financial goals while adhering to TD’s risk and regulatory standards. This role combines transactional excellence with needs-based engagement. It provides everyday banking and basic consumer account opening and maintenance, manages client flow in person and by phone, and serves as a hospitality ambassador and first point of contact at the financial center. The Associate Banker uses knowledge of banking products, services, tools, and resources to identify client needs, recommend solutions, and connect clients with appropriate partners. The role handles a broad range of client transactions and multi-step activities within established financial limits, addresses routine issues, and escalates non-standard matters when necessary. The position is part of Personal & Commercial Banking and is based at the Methuen, Massachusetts location on Haverhill Street. The role is scheduled for 40 hours. Pay is listed as $22.00–$27.75 USD; actual pay may vary based on skills, experience, job-related knowledge, location, and other business needs. Bilingual English and Spanish speakers are preferred.

Requirements

High school diploma or GED.
At least 1 year of demonstrated experience working with clients; experience may include volunteering, education, or military service.
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.
Excellent communication skills, with the ability to communicate concisely, clearly, and consistently.
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

Bilingual English and Spanish speaking 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.
Create personalized interactions that build trust and strengthen client relationships.
Perform accurate and efficient everyday banking transactions, basic consumer account opening and maintenance, and multi-step activities within established financial limits.
Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
Identify client needs and opportunities, recommend appropriate solutions, and initiate referrals to partners or specialists.
Engage in inbound and outbound acquisition efforts and proactively contact clients, including scheduling appointments for account needs and relationship-deepening opportunities.
Balance client needs with sound judgment, policy adherence, and risk awareness.
Safeguard client relationships by verifying identification, maintaining data integrity, and following authentication, documentation, AML, and regulatory requirements.
Identify discrepancies, material changes, or 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.
Contribute to a positive team environment, take accountability for performance and outcomes, share insights and best practices, and collaborate with colleagues.
Participate in performance and development activities and seek different perspectives to foster a growth mindset.