Associate Banker II - Colchester, CT

TD • Colchester, CT

2d • $24 - $31 • Onsite

About The Position

The Associate Banker II is a banking professional who helps deliver TD’s brand promise at a store location. The role completes everyday banking transactions accurately and provides customers with advice and education about services, products, and tools to help them achieve their financial goals.

The position works across multiple areas of a store, including the teller line and platform. It serves customers with personal deposit account openings and closings, routine transactions, debit and credit card issues, Regulation E, and mobile and online banking. The banker identifies customer needs, provides consultative guidance, educates customers on available products and services, and refers them to the appropriate colleague or internal banking partner when needed.

The role also builds and deepens customer relationships through lead management, customer outreach, appointments, and proactive recommendations. It is accountable for customer service, operational accuracy, compliance with applicable policies and regulations, cash drawer controls, and collaboration with the store team. TD provides role-specific training and onboarding.

Requirements

• High school diploma or GED.
• One year of experience working with customers in any capacity; experience may be demonstrated through volunteering, education, or military experience.
• Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
• 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 and sound judgment in decision-making.
• Ability to schedule and prioritize work, and to work independently within deadlines.
• Proficiency in Microsoft Office.
• Must complete teller training and part one of platform training upon hire.

Nice To Haves

• Demonstrated customer service skills.
• Teller experience.
• Notary license.

Responsibilities

• Process everyday banking transactions accurately on the teller line or platform, including deposits, withdrawals, check cashing, and other account servicing requests.
• Open, close, and service personal deposit accounts; handle debit and credit card issues, Regulation E matters, and mobile and online banking support.
• Identify customer financial needs, provide advice and education about TD products, services, and tools, and refer customers to appropriate colleagues or partners.
• Build and deepen customer relationships through consultative support, active listening, customer outreach, lead management, and proactive recommendations.
• Create and manage self-generated, partner, retail-to-retail referral, and campaign leads; make outbound calls and relay SMS messages; schedule or host appointments; and prioritize leads.
• Manage wait times and customer appointments, provide lobby leadership, direct walk-in traffic, respond to inquiries, and help arrange appointments with experts.
• Maintain accurate cash drawers and comply with cash limits, cash security, drawer balancing, and teller cash recycler procedures.
• Apply customer authentication, due diligence, and compliance controls when opening accounts and processing transactions.
• Follow required policies, procedures, open and close procedures, audit requirements, and applicable regulations, including the Bank Secrecy Act and Patriot Act.
• Complete required job-specific and compliance-related training and respond promptly to audit, regulator, and compliance requests and findings.
• Contribute to a positive, inclusive team environment; collaborate with colleagues; participate in development activities; and seek feedback and opportunities to improve work quality.
• May train and mentor newer colleagues.

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, and recognition programs.
• May be eligible for cash and/or equity incentive awards through an incentive plan.

What This Job Offers

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