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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-timeSouthington, CT, USA

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least one year of demonstrated experience working with clients, which may include volunteering, education, or military experience.
  • Availability 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.
  • Proficient communication skills to communicate concisely, clearly, and consistently.
  • Demonstrated problem-solving skills.
  • Ability to schedule and prioritize work.
  • Ability to work independently and within deadlines.
  • Sound judgment in decision making and problem solving.
  • Proficiency in Microsoft Office.

Responsibilities

  • Deliver everyday banking services and support consumer product needs while building client relationships accurately and clearly and adhering to risk and regulatory standards.
  • Provide needs-based client engagement, everyday banking, and basic consumer account opening and maintenance; explain options and connect clients with appropriate partners.
  • Serve as the first point of contact and hospitality ambassador for the financial center, guiding client flow and providing a high-touch 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.
  • Conduct 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 routine client problems using standard procedures and escalate non-standard issues; serve as an escalation point when needed.
  • Manage client flow in person and by phone; handle inquiries, resolve issues, and refer clients to appropriate partners.
  • Deliver relationship-driven client experiences aligned with the bank’s service strategy and create personalized interactions that build trust and strengthen relationships.
  • Educate clients on banking products, services, and digital capabilities, and connect them with specialists as needed.
  • Conduct proactive outreach, including scheduling appointments for consumer account needs and relationship-deepening opportunities.
  • Balance client needs with policy adherence and risk awareness to support compliant outcomes.
  • Maintain operational 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 accordance 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 to a positive team environment, share insights and best practices, and collaborate with team members.
  • Participate in performance and development activities and take accountability for outcomes and performance.

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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