Associate Banker II (40) Travelers Rest

TD • Travelers Rest, SC

6d • $22 - $28 • 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 handles everyday banking transactions and basic consumer account opening and maintenance, while identifying client needs, explaining options, and referring clients to appropriate partners. It may serve as the first point of contact and hospitality ambassador at a financial center, guiding client flow and providing a high-touch experience.

The position uses broad knowledge of banking products and services, along with available tools and resources, to recommend solutions and support clients’ financial goals. It conducts inbound and outbound client engagement, handles a broad range of transactions and multi-step activities within established financial limits, and resolves routine issues using standard procedures. Non-standard matters are escalated as appropriate. The role operates in accordance with TD’s risk, regulatory, compliance, and ethical standards.

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, including 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

• 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, issue resolution, and referrals.
• Deliver accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
• Provide consistent, relationship-driven client experiences and build trust through personalized, empathetic interactions.
• Educate clients on banking products, services, and digital capabilities, and connect them with specialists as needed.
• Identify client needs and opportunities, conduct proactive outreach, schedule appointments, and make appropriate referrals to deepen relationships.
• Use knowledge of banking products, tools, and resources to evaluate and recommend client solutions.
• Perform a broad range of client transactions and multi-step activities within established financial limits.
• Assess and resolve routine client problems using standard procedures and escalate non-standard issues appropriately.
• Maintain compliance with company guidelines, AML laws, and regulatory requirements, including client identification verification, data integrity, authentication, and documentation standards.
• 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.
• Act in accordance with TD’s code of conduct and ethical standards, protecting clients, colleagues, and the Bank.

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
• Variable compensation or incentive awards, potentially including cash and/or equity awards

What This Job Offers

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