Associate Banker II - South Glen Falls (Upstate NY)

TD Bank • South Glens Falls, NY

5d • Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting everyday banking and consumer product needs. The role builds meaningful client relationships through accurate transactions, clear communication, needs-based conversations, and referrals to appropriate partners, while consistently adhering to risk and regulatory standards.

The position serves as a first point of contact and hospitality ambassador for the financial center, managing in-person and phone client flow and responding to inquiries. It performs everyday banking 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 role also completes operational activities in compliance with company guidelines, AML laws, and regulatory requirements, and collaborates with colleagues to contribute to team performance and a positive work environment.

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.
• Clear, concise, and consistent communication skills.
• Demonstrated problem-solving skills and sound judgment.
• 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 in-person and phone client flow, serve as a first point of contact, and direct clients to appropriate partners.
• Deliver a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
• Perform accurate everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
• Engage clients in needs-based conversations, identify their needs and opportunities, and refer them to appropriate partners or specialists.
• Educate clients about banking products, services, and digital capabilities.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Resolve routine client inquiries and issues, and escalate non-standard problems, discrepancies, or risk indicators appropriately.
• Verify client identification and follow authentication, documentation, and data-integrity standards, including applicable AML and regulatory requirements.
• Complete required training and strengthen risk and compliance knowledge.
• Participate in performance and development activities, share insights and best practices, and collaborate with team members.

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 an online learning platform.
• Reward and recognition.
• Variable compensation or incentive awards may be available, including eligibility for cash and/or equity incentive awards through participation in an incentive plan.

What This Job Offers

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