Associate Banker II - Spanish Speaking Preferred - Meriden, CT

TD•Meriden, CT

5d•$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 provides everyday banking services and supports consumer product needs through accurate transactions, needs-based conversations, and appropriate referrals, while consistently following risk and regulatory standards. The position may serve as the first point of contact and hospitality ambassador at a financial center, managing client flow and providing a high-touch experience in person and by phone. It involves conducting everyday banking transactions and basic consumer account opening and maintenance, educating clients about products, services, and digital capabilities, and connecting clients with specialists. The Associate Banker II also supports proactive client outreach, appointment scheduling, routine issue resolution, and escalation of non-standard matters. The role requires sound judgment, attention to compliance, and collaboration with colleagues. It includes completing required training, contributing to team performance and development, and helping safeguard client relationships and information.

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 client flow in person and by phone, serving as a first point of contact for inquiries, issue resolution, and referrals.
Deliver relationship-driven client experiences aligned with TD’s service strategy.
Build trust through personalized, client-first interactions and strengthen ongoing client relationships.
Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
Conduct everyday banking transactions and basic consumer account opening and maintenance accurately and efficiently.
Identify client needs and opportunities, make appropriate referrals, and support client financial goals.
Engage in proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Balance client needs with sound judgment, policy adherence, and risk awareness.
Verify client identification and follow AML, authentication, documentation, and data-integrity requirements.
Identify discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
Complete required training and strengthen risk and compliance knowledge.
Contribute to a positive team environment, collaborate with colleagues, and share insights and best practices.
Participate in performance and development activities and embrace diverse perspectives.