Associate Banker II - Great Barrington

TD • Great Barrington, MA

8d • $22 - $28 • Onsite

About The Position

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

The position combines transactional banking with needs-based client engagement. It may serve as the first point of contact and hospitality ambassador at a financial center, managing client flow and inquiries, completing everyday banking transactions, and identifying client needs and opportunities. The Associate Banker II uses knowledge of banking products, services, tools, and resources to recommend solutions and connect clients with appropriate specialists. The role also supports consumer account opening and maintenance, client outreach, referrals, routine issue resolution, and escalation of non-standard matters.

The Associate Banker II works within established financial limits and company policies, protects client and bank information, and follows applicable AML, authentication, documentation, and regulatory requirements. The role collaborates with colleagues, completes required training, and contributes to a positive and inclusive team environment. Work may include scheduled evenings, weekends, and holidays during operating hours.

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, including the ability to communicate concisely, clearly, and consistently.
• Demonstrated problem-solving skills and sound judgment.
• 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 in-person and phone client flow and serve as the first point of contact for inquiries, issue resolution, and referrals.
• Deliver a consistent, relationship-driven client experience as a hospitality ambassador for the financial center.
• Build trust through personalized, client-first interactions and strengthen ongoing client relationships.
• Complete accurate and efficient everyday banking transactions, as well as basic consumer account opening and maintenance.
• Educate clients about banking products, services, and digital capabilities, and connect them with specialists when appropriate.
• Identify client needs and opportunities, make appropriate referrals, and support clients in pursuing their financial goals.
• Conduct proactive client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
• 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 as appropriate.
• Maintain compliance with company guidelines, AML laws, and regulatory requirements; verify client identification and follow authentication, documentation, and data-integrity standards.
• Identify discrepancies, material changes, or risk indicators and escalate them in accordance with policy and procedure.
• Act in accordance with TD’s code of conduct and ethical standards, protecting clients, colleagues, and the bank.
• Complete required training and continuously strengthen risk and compliance knowledge.
• Contribute to team performance and a positive work environment by sharing insights and best practices, collaborating with colleagues, and participating in development activities.
• Embrace diverse perspectives and foster a growth mindset.

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 and incentive awards, including potential eligibility for cash and/or equity awards

What This Job Offers

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