Associate Banker II - Norwood

TD Bank • Norwood, MA

10d • Onsite

About The Position

The Associate Banker II brings TD’s relationship-driven banking experience to clients by delivering everyday banking services and supporting consumer product needs. The role builds meaningful client relationships through accurate, confident, and clear interactions, helping clients understand their options and work toward their financial goals while adhering to risk and regulatory standards.

The position combines transactional excellence with needs-based client engagement. The Associate Banker may serve as the financial center’s first point of contact and hospitality ambassador, managing in-person and phone client flow, handling inquiries and routine issues, and referring clients to appropriate partners. The role performs everyday banking transactions and basic consumer account opening and maintenance, identifies client needs, explains banking products and digital capabilities, and supports acquisition and relationship-deepening efforts through outreach and appointment scheduling.

The Associate Banker uses sound judgment and established procedures to complete transactions and multi-step activities within assigned financial limits, resolve straightforward client problems, and escalate non-standard issues. The role also safeguards client relationships and bank operations by following compliance, authentication, identification-verification, documentation, data-integrity, and risk-management requirements. Team contributions include completing required training, collaborating with colleagues, sharing best practices, and supporting a positive, inclusive work 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.
• Excellent communication skills, with the ability to be concise, clear, and consistent.
• Demonstrated effective 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, serving as a first point of contact for inquiries, issue resolution, and referrals.
• Deliver consistent, relationship-driven client experiences as a hospitality ambassador for the financial center.
• Perform accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
• Identify client needs through meaningful conversations and proactively recommend or refer clients to appropriate products, services, and specialists.
• Educate clients about banking products, services, and digital capabilities to support convenience and financial well-being.
• Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• Resolve straightforward client problems using standard procedures and escalate non-standard issues appropriately.
• Follow company guidelines, AML laws, regulatory requirements, authentication standards, and documentation procedures; verify client identification and maintain data integrity.
• Identify discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Participate in performance and development activities, share insights and best practices, and collaborate with team members.
• Support an inclusive, positive work environment and act in accordance with TD’s code of conduct and ethical standards.

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
• Training and onboarding
• Online learning platform and mentoring programs
• Eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan

What This Job Offers

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