Associate Banker II (40) Hendersonville

TD•Hendersonville, NC

8d•$22 - $28•Onsite

About The Position

The Associate Banker II plays a vital role in delivering TD’s relationship-driven banking experience. The role supports everyday banking and consumer product needs by building client relationships, completing transactions accurately, and helping clients understand available options and reach their financial goals while adhering to risk and regulatory standards. The position combines transactional work with needs-based client engagement. It may serve as the first point of contact at a financial center, managing client flow and providing a high-touch experience. The Associate Banker II performs a broad range of client transactions and multi-step activities within established financial limits, identifies client needs and opportunities, and connects clients with appropriate partners. It also handles routine client problems using standard procedures and escalates non-standard issues as needed. The role includes proactive client outreach and referrals, education about banking products and digital services, and responsible handling of identification, authentication, documentation, and client information. Team participation, required training, and ongoing development are also part of the position.

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 manage 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 in-person and phone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
Deliver a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
Build trust and strengthen client relationships through personalized, client-first interactions.
Educate clients about banking products, services, and digital capabilities, and connect them to specialists as appropriate.
Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Complete everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
Identify client needs and opportunities, recommend or refer clients to appropriate solutions and partners, and support their financial goals.
Perform a broad range of client transactions and multi-step activities within established financial limits.
Use sound judgment, follow policy, and maintain risk awareness to support compliant client outcomes.
Verify client identification and follow AML, authentication, documentation, and data-integrity requirements.
Identify potential 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, and participate in performance and development activities.
Uphold TD’s code of conduct and ethical standards and collaborate respectfully with colleagues.