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TD Bank

Offers banking, loans, and wealth management.

Associate Banker 2 - Pleasant Valley

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeMethuen, MA, USA$22 - $27.75

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least 1 year of demonstrated experience working with clients is required; qualifying experience may include volunteering, education, or military experience.
  • Availability to work scheduled operating hours, including evenings, weekends, and holidays, is required.
  • Must complete required job-related training upon hire.
  • Strong organizational skills to handle multiple tasks in a fast-paced environment are required.
  • Clear and consistent communication skills are required.
  • Effective problem-solving skills are required.
  • Ability to schedule and prioritize work is required.
  • Ability to work independently and within deadlines is required.
  • Sound judgment in decision-making and problem-solving is required.
  • Proficiency in Microsoft Office is required.

Responsibilities

  • Deliver everyday banking transactions and support basic consumer account opening and maintenance while engaging clients to understand their needs and connecting them to appropriate partners.
  • Serve as the first point of contact and hospitality ambassador for the financial center, guiding client flow and providing a relationship-driven experience in person and by phone.
  • Perform accurate transactions and multi-step client activities within established financial limits, while identifying client needs and making appropriate referrals.
  • Use knowledge of banking products and services, insights, tools, and resources to evaluate and recommend client solutions.
  • Conduct inbound and outbound client acquisition and outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Address routine client problems using standard procedures, escalate non-standard issues, and serve as an escalation point as needed.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists to support their goals.
  • Balance client needs with policy adherence, risk awareness, and compliant outcomes; verify client identification, maintain data integrity, and follow authentication and documentation standards.
  • Identify discrepancies, material changes, and risk indicators and escalate them according to policy and procedure.
  • Complete required training and strengthen risk and compliance knowledge; contribute as a team member by sharing insights, lessons learned, and best practices.

Desired Qualifications

  • Teller or cash-handling experience in a client-facing role or financial institution is preferred.
  • A notary license is preferred.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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