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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-timeRevere, MA, USA$23.75 - $31In-person

About the Job

Requirements

  • High school diploma or GED.
  • At least 1 year of demonstrated experience working with clients; 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 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

  • Deliver everyday banking services and support consumer product needs while building client relationships accurately and clearly and adhering to risk and regulatory standards.
  • Combine transactional work with needs-based engagement, support basic consumer account opening and maintenance, help clients understand their options, and connect them with appropriate partners.
  • Serve as a first point of contact and hospitality ambassador at the bank location, guide client flow, and deliver a high-touch client experience.
  • Complete accurate and efficient banking transactions, identify client needs and opportunities, and refer clients 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 as needed.
  • Manage client flow in person and by phone; handle initial inquiries, resolve issues, and refer clients to appropriate partners.
  • Deliver consistent, relationship-driven client experiences aligned with the bank’s service strategy and build trust through personalized interactions.
  • Educate clients on banking products, services, and digital capabilities, and connect them to 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 policy adherence and risk awareness to achieve 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 discrepancies, material changes, or risk indicators and escalate them in accordance with 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 work environment and participate as a team member.
  • 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 at a financial institution.
  • Notary license.

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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