T

TD Bank

Offers banking, loans, and wealth management.

Associate Banker 2

Retail & Commercial BankingPosted on Nov 12
Full-timeConcord, NH, USAIn-person

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.
  • The ability to work scheduled operating hours, including evenings, weekends, and holidays, is required.
  • The ability to complete required job-related training upon hire is required.
  • Strong organization skills to handle multiple tasks in a fast-paced environment are required.
  • Clear and consistent communication skills are required.
  • Demonstrated problem-solving skills are required.
  • The ability to schedule and prioritize work is required.
  • The ability to work independently and meet deadlines is required.
  • Sound judgment in decision-making and problem-solving is required.
  • Proficiency in Microsoft Office is required.

Responsibilities

  • Deliver everyday banking services and support consumer product needs while building client relationships accurately and clearly, and adhering to risk and regulatory standards.
  • Deliver everyday banking and basic consumer account opening and maintenance, engage clients to understand their needs, and connect them with appropriate partners.
  • Serve as a first point of contact and hospitality ambassador for the bank location, guide client traffic, and deliver a high-touch client experience.
  • Complete accurate and efficient banking transactions, identify client needs and opportunities, and make referrals to appropriate partners.
  • Use knowledge of banking products and services, insights, tools, and resources to evaluate and recommend client solutions.
  • Participate in inbound and outbound acquisition efforts, recognize client needs, initiate referrals to specialists, and deepen client relationships.
  • Perform and make decisions on a broad range of client transactions and multi-step activities within established financial limits.
  • Assess client problems in straightforward situations using standard procedures, address routine requests, and escalate non-standard issues; serve as an escalation point when needed.
  • Manage client flow in person and by phone, respond to inquiries, resolve issues, and refer clients to appropriate partners.
  • Deliver consistent, relationship-driven client experiences aligned with the bank’s service strategy, and create personalized interactions that build trust and strengthen client relationships.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists as needed to support their long-term goals.
  • Conduct proactive client outreach, including scheduling appointments for consumer account needs and opportunities to deepen relationships.
  • Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes; advocate for clients with empathy, integrity, and a long-term perspective.
  • Complete operational activities in compliance with company guidelines and regulations to minimize risk and protect clients.
  • Verify client identification, maintain data integrity, and follow authentication and documentation standards in compliance with anti-money laundering laws and regulatory requirements.
  • Identify potential discrepancies, material changes, and risk indicators, and escalate them according to policy and procedure.
  • Act in accordance with the company’s code of conduct and ethical standards, and protect clients, colleagues, and the bank.
  • Complete required training and strengthen risk and compliance knowledge.
  • Contribute as a team member to a positive work environment aligned with the company’s model, brand, and culture.
  • Participate in performance and development activities, take accountability for outcomes, and share insights, lessons learned, and best practices across the team.
  • Collaborate with team members to contribute to the success of the team and organization.

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

Recently Posted Jobs

Explore more opportunities at TD Bank

See more jobs