Associate Banker II (Olney)

TD•Olney, MD
•$22 - $28•Onsite

About The Position

The Associate Banker II brings TD’s human, relationship-driven banking experience to life by serving as a trusted partner to clients. The role delivers everyday banking and supports consumer product needs while building meaningful relationships through accurate, confident, and clear service. It helps clients understand their options, feel supported, and work toward their financial goals while adhering to risk and regulatory standards. The role combines transactional excellence with needs-based engagement, including everyday banking and basic consumer account opening and maintenance. The Associate Banker may be the first point of contact at the financial center, guiding client traffic and providing a high-touch experience. The position performs a broad range of client transactions and multi-step activities within established financial limits, uses knowledge and resources to recommend solutions, and identifies needs and opportunities for appropriate referrals. It addresses routine issues using standard procedures and escalates non-standard matters as appropriate. The position also supports a positive, collaborative team environment; completes required training; and follows company policies, AML requirements, and applicable regulations. The role is based in Olney, Maryland, and lists 40 hours.

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 handle multiple tasks in a fast-paced environment.
  • Excellent communication skills, with the ability to be concise, clear, and consistent.
  • Demonstrated problem-solving skills.
  • Ability to schedule and prioritize work.
  • Ability to 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; serve as a first point of contact for inquiries, issue resolution, and referrals.
  • Deliver everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
  • Provide relationship-driven, client-first service and act as a hospitality ambassador for the financial center.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists when appropriate.
  • Identify client needs and opportunities, initiate appropriate referrals, and support acquisition and relationship-deepening efforts through inbound and outbound engagement.
  • Proactively contact clients and schedule appointments for consumer account needs and relationship-deepening opportunities.
  • Perform a broad range of client transactions and multi-step activities within established financial limits.
  • Assess routine client problems using standard procedures and escalate non-standard issues appropriately.
  • Balance client needs with sound judgment, policy adherence, and risk awareness.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
  • Identify discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Participate in team, performance, and development activities; share insights and best practices and collaborate with colleagues.
  • Contribute to a respectful, inclusive, positive work environment and embrace different perspectives.

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 may be available, including cash and/or equity awards through an incentive plan
  • Training and onboarding
  • Online learning platform and mentoring programs
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