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TD Bank

Offers banking, loans, and wealth management.

Associate Banker 1

Retail & Commercial BankingPosted on Nov 13
Full-timeOrleans, MA, USA$21.50 - $26.75

About the Job

Requirements

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

Responsibilities

  • Serve as the first point of contact for clients and guide financial-center traffic while delivering a high-touch, relationship-driven client experience.
  • Complete accurate and efficient everyday banking transactions, identify client needs and opportunities, and refer clients to appropriate partners.
  • Educate clients on appropriate banking products and self-service solutions, using client insights to recommend solutions.
  • Use knowledge of basic banking products and services, tools, and resources to evaluate and recommend client solutions.
  • Perform a broad range of client transactions and multi-step activities within established financial limits.
  • Assess routine client problems using standard procedures and escalate non-standard issues internally.
  • Manage client flow in person and by phone; address inquiries, resolve issues, and make referrals to appropriate partners.
  • Create personalized, client-first interactions that establish trust and strengthen ongoing relationships.
  • Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
  • Educate clients on banking products, services, and digital capabilities, and connect them with specialists as needed.
  • Maintain compliance with company guidelines and regulations when completing 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 potential discrepancies, material changes, or risk indicators and escalate them according to policy and procedure.
  • Act in accordance with the company's code of conduct and ethical standards.
  • Complete required training and strengthen risk and compliance knowledge.
  • Participate as a team member in a positive work environment aligned with the company's model, brand, and culture.
  • Take accountability for outcomes and performance by participating in performance and development activities and sharing 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

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