About The Position

The Associate Banker II delivers TD’s relationship-driven banking experience by supporting clients with everyday banking and consumer product needs. The role combines accurate transaction processing with needs-based engagement, helping clients understand their options and connecting them with appropriate partners to support their financial goals. It may serve as the first point of contact and hospitality ambassador for the financial center, managing client flow and providing a high-touch experience in person and by phone. The role requires broad knowledge of banking products and services, sound judgment, and adherence to risk, regulatory, and company standards. The Associate Banker II handles a broad range of client transactions and multi-step activities within established financial limits, addresses routine requests, and escalates non-standard issues as appropriate. The position also involves proactive client outreach, referrals, account support, and collaboration with colleagues.

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.
  • Ability to schedule and prioritize work, work independently, and meet deadlines.
  • Sound judgment in decision-making and problem-solving.
  • 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 as a first point of contact, responding to inquiries, resolving issues, and making referrals to appropriate partners.
  • Deliver consistent, relationship-driven client experiences aligned with TD’s service strategy.
  • Build trust through personalized, client-first interactions and strengthen ongoing client relationships.
  • Process everyday banking transactions accurately and efficiently, and support basic consumer account opening and maintenance.
  • Educate clients on banking products, services, and digital capabilities, and connect them to specialists as needed.
  • Identify client needs and opportunities, make appropriate referrals, and help clients pursue their financial objectives.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Use sound judgment, policy adherence, and risk awareness to achieve compliant and responsible client outcomes.
  • Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and other regulatory requirements.
  • Identify potential discrepancies, material changes, and risk indicators, and escalate them according to policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute to a positive team environment, collaborate with colleagues, and share insights, lessons learned, and best practices.
  • Participate in performance and development activities and embrace different perspectives.

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
  • Mentoring programs
© 2026 Teal Labs, Inc
Privacy PolicyTerms of Service