The Associate Banker II delivers TD’s relationship-driven banking experience by providing 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 work with needs-based client engagement. It may serve as the first point of contact and hospitality ambassador at a financial center, managing in-person and phone traffic, resolving routine inquiries, and connecting clients with appropriate partners. The Associate Banker II handles everyday banking transactions and basic consumer account opening and maintenance, identifies client needs, explains banking products and digital capabilities, and makes referrals to specialists. The role also conducts proactive outreach, including scheduling appointments for account needs and relationship-deepening opportunities. The role requires compliance with company policies, AML laws, and regulatory requirements, including accurate identity verification, data integrity, authentication, and documentation. It identifies and escalates discrepancies, material changes, risks, and non-standard issues. The Associate Banker II completes required training, collaborates with colleagues, and contributes to a positive, inclusive team environment.
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Job Type
Full-time
Career Level
Mid Level
Education Level
High school or GED