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TD Bank

Offers banking, loans, and wealth management.

Associate Banker 2

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeGreat Barrington, MA, USA$22 - $27.75In-person

About the Job

Requirements

  • A high school diploma or GED is required.
  • 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 to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills, with the ability to be concise, clear, and consistent.
  • Demonstrated effective problem-solving skills.
  • Demonstrated ability to schedule and prioritize work.
  • Demonstrated ability to work independently and within deadlines.
  • Sound judgment in decision-making and problem-solving.
  • Proficiency in Microsoft Office.
  • Ability to make decisions across a broad range of client transactions and multi-step activities within established financial limits.
  • Ability to identify and assess straightforward client problems using standard procedures, and escalate non-standard issues internally.
  • Ability to perform the physical requirements of the role, including frequent sitting, standing, walking, and sedentary work; continuous multitasking, operating standard office equipment, responding quickly to sounds, concentrating, reading, writing, comprehending instructions, and basic arithmetic; and occasional domestic travel and physical activities including lifting and carrying items under and over 25 pounds.

Responsibilities

  • Deliver everyday banking services and support consumer product needs while building client relationships accurately and clearly and adhering to risk and regulatory standards.
  • Perform basic consumer account opening and maintenance, identify client needs through engagement, explain available options, and connect clients with appropriate partners.
  • Serve as a first point of contact and hospitality ambassador for the financial center, guide client flow, and deliver a high-touch client experience in person and by phone.
  • Complete accurate and efficient everyday banking transactions while identifying client needs and opportunities 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 acquisition efforts, recognize client needs, initiate referrals to specialists, and deepen client relationships.
  • Address routine client requests, resolve issues, and escalate non-standard problems as needed.
  • Manage client flow, respond to inquiries, resolve issues, and refer clients to appropriate partners.
  • Create personalized interactions that build trust and strengthen ongoing client relationships.
  • Educate clients about banking products, services, and digital capabilities, and connect them with specialists to support their long-term goals.
  • Proactively contact clients, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
  • Maintain compliance with company guidelines and regulations during operational activities.
  • Verify client identification, maintain data integrity, and follow authentication and documentation standards in compliance with anti-money laundering laws and regulatory requirements.
  • Identify discrepancies, material changes, or risk indicators and escalate them in accordance with policy and procedure.
  • Act in accordance with TD’s code of conduct and ethical standards, protecting clients, colleagues, and the bank.
  • Complete required training and continuously strengthen risk and compliance knowledge.
  • Contribute as a team member to a positive work environment and share insights, lessons learned, and best practices.
  • Participate in performance and development activities and take accountability for outcomes and performance.
  • 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

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