Associate Banker II - Southington, CT (121 Main St)

TD Bank • Southington, CT

1d • Onsite

About The Position

The Associate Banker II brings TD’s 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 transactions, needs-based conversations, and clear guidance that helps clients understand their options and work toward financial goals while adhering to risk and regulatory standards.

The position combines transactional work with client engagement, including basic consumer account opening and maintenance, recognizing client needs, recommending or referring clients to appropriate solutions and partners, and supporting inbound and outbound acquisition efforts. The Associate Banker II may serve as the first point of contact and hospitality ambassador for the financial center, managing in-person and phone traffic and routine inquiries, resolving straightforward issues, and escalating non-standard matters as appropriate. The role also safeguards client relationships through compliance with company policies, AML laws, identification and authentication requirements, and documentation standards, while collaborating with colleagues and contributing to a positive team 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 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 handle multiple tasks in a fast-paced environment.
• Clear, concise, and consistent communication skills.
• Demonstrated problem-solving skills and sound judgment in decision-making.
• 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 client flow in person and by phone, acting as a first point of contact for inquiries, issue resolution, and referrals.
• Deliver accurate and efficient everyday banking transactions and perform a broad range of client transactions and multi-step activities within established financial limits.
• Support basic consumer account opening and maintenance.
• Create personalized, relationship-driven client interactions and serve as a hospitality ambassador for the financial center.
• Identify client needs and opportunities through meaningful conversations, educate clients about products, services, and digital capabilities, and connect them with appropriate partners or specialists.
• Participate in inbound and outbound acquisition efforts and proactively contact clients, including scheduling appointments for consumer account needs and deepening opportunities.
• Use knowledge, insights, tools, and resources to evaluate and recommend client solutions that support financial goals.
• Assess routine client problems using standard procedures, resolve issues as appropriate, and escalate non-standard issues or risk indicators in accordance with policy.
• Maintain compliance with company guidelines, AML laws, regulatory requirements, identification verification, authentication, data integrity, and documentation standards.
• Complete required training and strengthen risk and compliance knowledge.
• Contribute to a positive team environment, collaborate with colleagues, share insights and best practices, and participate in performance and development activities.
• Act in accordance with TD’s code of conduct and ethical standards and protect clients, colleagues, and the Bank.

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
• Reward and recognition
• 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