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 combines accurate transactional service with needs-based engagement, helping clients understand their options and connecting them with appropriate partners. As a hospitality ambassador and potential first point of contact at the financial center, the Associate Banker II manages client flow and provides a high-touch, client-first experience. The role uses knowledge of banking products, services, tools, and resources to identify client needs, recommend solutions, and make referrals while following risk, compliance, and regulatory standards. The position handles a broad range of client transactions and multi-step activities within established financial limits, resolves routine issues, and escalates non-standard matters as appropriate. It also includes proactive client outreach and appointment scheduling, ongoing training, collaboration with colleagues, and accountability for performance and development. The role is 30 hours per week and requires availability during operating hours, including evenings, weekends, and holidays as scheduled.

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 organization 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 effective problem-solving skills and sound judgment in decision-making.
  • Ability to schedule and prioritize work.
  • Ability to work independently and within deadlines.
  • Proficiency in Microsoft Office.

Nice To Haves

  • Teller or cash-handling experience in a client-facing role or financial institution.
  • Notary license.
  • Preferred language: Spanish.

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.
  • Complete everyday banking transactions accurately and efficiently, including basic consumer account opening and maintenance.
  • Build trust through personalized, client-first interactions and advocate for clients with empathy and integrity.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
  • Identify client needs and opportunities, initiate appropriate referrals, and support clients’ financial goals.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Use banking product knowledge, insights, tools, and resources to evaluate and recommend client solutions.
  • Perform a broad range of client transactions and multi-step activities within established financial limits.
  • Address routine client requests and straightforward problems using standard procedures, and escalate non-standard issues as appropriate.
  • Maintain compliance with company guidelines, AML laws, and regulatory requirements; verify client identification and follow authentication and documentation standards.
  • Identify discrepancies, material changes, and risk indicators, and escalate them in accordance with policies and procedures.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive, inclusive 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 programs, and access to an online learning platform.
  • Reward and recognition.
  • Base salary and variable compensation or incentive awards, with eligibility for cash and/or equity incentive awards generally through participation in an incentive plan.
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