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

TD•Southington, CT
•$22 - $28•Onsite

About The Position

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, clear, and confident service while helping clients understand their options and connect with appropriate specialists. It combines transactional work with needs-based conversations, referrals, and proactive client engagement, while adhering to risk, regulatory, and compliance standards. The position may serve as the first point of contact and hospitality ambassador for the financial center, managing in-person and phone client flow and handling routine inquiries and transactions. The Associate Banker II uses knowledge of banking products, services, and digital capabilities to identify client needs, make recommendations, schedule appointments, and support clients’ financial goals. The role also identifies potential discrepancies and risk indicators, resolves routine issues, and escalates non-standard matters as appropriate.

Requirements

  • High school diploma or GED.
  • At least 1 year of demonstrated experience working with clients; qualifying 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 relationship-driven, personalized client experiences as a hospitality ambassador for the financial center.
  • Complete accurate and efficient everyday banking transactions, basic consumer account opening and maintenance, and multi-step client activities within established financial limits.
  • Proactively identify client needs and opportunities, educate clients on banking products, services, and digital capabilities, and connect them with appropriate partners or specialists.
  • Conduct inbound and outbound client outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Balance client needs with sound judgment, policy adherence, and risk awareness; verify client identification and follow authentication, documentation, and data-integrity standards.
  • Identify discrepancies, material changes, and risk indicators, and escalate issues in accordance with policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, share insights and best practices, participate in performance and development activities, and collaborate with colleagues.
  • 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
  • Variable compensation or incentive awards, potentially including cash and/or equity awards, subject to eligibility
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