Associate Banker II ( New Carrollton)

TD Bank•Hyattsville, MD
•Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to life by serving as a trusted client partner. The role delivers everyday banking and supports consumer product needs through accurate transactions, basic account opening and maintenance, needs-based conversations, and referrals to appropriate partners. As a hospitality ambassador and often the first point of contact at a financial center, the Associate Banker II guides client flow and provides clear, supportive service while adhering to risk, regulatory, and company standards. The role handles a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard concerns. It also supports client acquisition and relationship deepening through proactive outreach, product education, appointment scheduling, and referrals. The Associate Banker II collaborates with colleagues, completes required training, and contributes to a positive and inclusive team environment.

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 in-person and phone client flow and serve as a first point of contact for inquiries, issue resolution, and referrals.
  • Deliver accurate and efficient everyday banking transactions, including basic consumer account opening and maintenance.
  • Create personalized, relationship-driven client interactions and provide a consistent hospitality experience.
  • Identify client needs through proactive conversations, educate clients about products, services, and digital capabilities, and connect them with appropriate specialists.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Perform a broad range of transactions and multi-step activities within established financial limits.
  • Assess routine client problems and resolve them using standard procedures; escalate non-standard issues and risk indicators appropriately.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, regulatory, and company requirements.
  • Balance client needs with sound judgment, policy adherence, and risk awareness.
  • Complete required training and strengthen risk and compliance knowledge.
  • Participate in team and performance-development activities, share insights and best practices, and collaborate to support team and organizational success.
  • Contribute to an inclusive, positive work environment and respect differing perspectives and backgrounds.

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
  • Mentoring programs
  • Variable compensation or incentive awards, subject to eligibility
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