Associate Banker II (Olney)

TD Bank • Olney, MD

21h • Onsite

About The Position

The Associate Banker II brings TD’s human, relationship-driven banking experience to life by serving as a trusted partner to clients. The role delivers everyday banking and supports consumer product needs through accurate, confident, and clear interactions that help clients understand their options and work toward their financial goals while adhering to TD’s risk and regulatory standards.

The position combines transactional excellence with needs-based engagement. It may serve as the first point of contact and hospitality ambassador at the financial center, guiding client traffic and providing a high-touch experience. The Associate Banker II performs everyday banking transactions and basic consumer account opening and maintenance, identifies client needs, recommends or refers clients to appropriate solutions and specialists, and handles routine client issues within established procedures and financial limits. The role also supports compliant operations, client relationship protection, and collaboration and development within the team.

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 organization 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 effective problem-solving skills.
• Demonstrated ability to schedule and prioritize work.
• Demonstrated ability to work independently and within 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, act as the first point of contact for inquiries and issues, and refer clients to appropriate partners.
• Deliver consistent, relationship-driven client experiences aligned with TD’s service strategy.
• Build trust and strengthen ongoing relationships through personalized, client-first interactions.
• Educate clients on banking products, services, and digital capabilities, and connect them with specialists as needed.
• Conduct proactive outreach, including scheduling appointments for consumer account needs and opportunities to deepen relationships.
• Complete accurate and efficient everyday banking transactions and basic consumer account opening and maintenance.
• Identify client needs and opportunities, recommend appropriate solutions, and initiate referrals to specialists and 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.
• Maintain compliance with company guidelines and regulations, including AML requirements, client identification verification, data integrity, authentication, and documentation standards.
• 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 a positive team environment, collaborate with colleagues, and share insights, lessons learned, and best practices.
• Participate in performance and development activities and embrace different perspectives.

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, and mentoring programs.
• Reward and recognition.
• Base salary and variable compensation or incentive awards, potentially including cash and/or equity incentive awards.

What This Job Offers

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