Associate Banker II - 20 hours - Ipswich, MA

TD Bank • Ipswich, MA

2d • Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by serving as a trusted partner to clients. The role provides everyday banking services and supports consumer product needs, building meaningful relationships through accurate, confident, and clear interactions while following risk and regulatory standards.

The position combines transaction processing with needs-based client engagement. It may serve as the financial center’s first point of contact and hospitality ambassador, managing in-person and phone traffic, responding to inquiries, resolving routine issues, and referring clients to appropriate partners. The role performs everyday transactions and basic consumer account opening and maintenance, educates clients about banking products and digital capabilities, and identifies opportunities to support clients’ financial goals.

The Associate Banker II also supports acquisition and relationship-deepening efforts through proactive outreach and appointment scheduling. It exercises judgment within established financial limits, handles routine client problems using standard procedures, and escalates non-standard issues. The role safeguards client relationships through accurate identity verification, data integrity, documentation, authentication, and compliance with applicable policies and regulations. It contributes to team performance, completes required training, and participates in development activities.

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 operating hours, including evenings, weekends, and holidays.
• 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 communicate concisely, clearly, and consistently.
• 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 client flow in person and by phone, serving as a first point of contact for inquiries, routine issue resolution, and referrals.
• Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
• Process everyday banking transactions accurately and efficiently, and perform basic consumer account opening and maintenance.
• Build trust through personalized, client-first interactions and strengthen ongoing client relationships.
• Educate clients about banking products, services, and digital capabilities, and connect them with specialists as appropriate.
• Identify client needs and opportunities, make appropriate referrals, and support clients’ financial goals.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Use sound judgment, follow policy, and remain alert to risk while balancing client needs.
• Verify client identification and follow authentication, documentation, AML, and regulatory requirements; maintain data integrity.
• Identify discrepancies, material changes, or risk indicators and escalate them in accordance with policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to a positive team environment, share insights and best practices, collaborate with colleagues, and participate in performance and development activities.

Benefits

• Base salary and variable compensation or incentive awards, potentially including cash and/or equity incentive awards through an incentive plan.
• 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.

What This Job Offers

• Job Type: Part-time
• Career Level: Entry Level
• Education Level: High school or GED