Associate Banker II - South Glen Falls (Upstate NY)

TD•South Glens Falls, NY

6d•$22 - $28•Onsite

About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking and consumer product needs. The role builds meaningful client relationships through accurate, clear, and confident service while adhering to risk and regulatory standards. The position combines transactional work with needs-based engagement. It may serve as the first point of contact and hospitality ambassador at a financial center, guiding client flow, handling transactions and basic account opening or maintenance, identifying client needs, recommending solutions, and referring clients to appropriate partners. The role also supports acquisition and relationship-deepening efforts through client conversations and proactive outreach. The Associate Banker II handles routine client issues and a broad range of transactions within established financial limits, escalating non-standard issues when needed. The role requires compliance with operational, AML, identification-verification, authentication, documentation, and data-integrity requirements, as well as collaboration, training, and ongoing development.

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 after 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 and sound judgment in decision-making.
Ability to schedule and prioritize work.
Ability to 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 telephone client flow as a first point of contact, responding to inquiries, resolving issues, and making referrals to appropriate partners.
Deliver consistent, relationship-driven client service as a hospitality ambassador for the financial center.
Create personalized interactions that build trust and strengthen ongoing client relationships.
Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed.
Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
Complete accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
Identify client needs and opportunities, recommend suitable solutions, and initiate referrals to specialists and other partners.
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.
Follow company guidelines, laws, and regulations in operational activities to minimize risk and protect clients.
Verify client identification, maintain data integrity, and follow authentication and documentation standards, including AML requirements.
Identify discrepancies, material changes, and risk indicators and escalate them in accordance with policy and procedure.
Complete required training and strengthen risk and compliance knowledge.
Contribute to team success, share insights and best practices, participate in performance and development activities, and support an inclusive work environment.