Associate Banker Jobs

About The Position

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 organization skills and ability to manage multiple tasks in a fast-paced environment.
• Excellent communication skills, with the ability to be concise, clear, and consistent.
• Demonstrated 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, serve as a first point of contact, resolve inquiries, and refer clients to appropriate partners.
• Deliver relationship-driven client experiences aligned with TD’s service strategy and build trust through personalized, client-first interactions.
• Complete accurate and efficient everyday banking transactions and basic consumer account opening and maintenance within established financial limits.
• Proactively identify client needs, explain banking products, services, options, and digital capabilities, and connect clients with specialists or other appropriate partners.
• Engage in inbound and outbound acquisition and relationship-deepening efforts, including outreach and scheduling appointments for consumer account needs.
• Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
• Verify client identification, maintain data integrity, and follow authentication, documentation, AML, and regulatory requirements.
• Identify discrepancies, material changes, and risk indicators, and escalate them in accordance with policy and procedure.
• Complete required training and strengthen risk and compliance knowledge.
• Participate as a team member, contribute to a positive work environment, share insights and best practices, and take accountability for performance and development.
• Embrace diverse perspectives and collaborate with colleagues to support team and organizational success.

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 programs
• Variable compensation or incentive awards, including potential cash and/or equity incentive awards
• Training and onboarding
• Online learning platform and mentoring programs