T

TD Bank

Offers banking, loans, and wealth management.

Associate Banker II - Travelers Rest

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeTravelers Rest, SC, USA$22 - $27.75

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least one year of demonstrated experience working with clients is required; qualifying experience may include volunteering, education, or military experience.
  • Availability to work scheduled operating hours, including evenings, weekends, and holidays, is required.
  • Ability to complete required job-related training upon hire is required.
  • Strong organizational 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.
  • Ability to schedule and prioritize work is required.
  • Ability to work independently and within deadlines is required.
  • Sound judgment in decision-making and problem-solving is required.
  • Proficiency in Microsoft Office is required.

Responsibilities

  • Deliver everyday banking and support consumer product needs by building client relationships accurately and clearly while adhering to risk and regulatory standards.
  • Deliver everyday banking transactions and perform basic consumer account opening and maintenance; engage clients in needs-based conversations, explain options, and connect them with appropriate partners.
  • Serve as a first point of contact and hospitality ambassador for the financial center, guiding client flow and delivering a high-touch experience.
  • Identify client needs and opportunities, refer clients to appropriate partners, and help clients work toward their financial goals.
  • Use knowledge of banking products and services, insights, tools, and resources to evaluate and recommend client solutions.
  • Engage 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, escalate non-standard issues, and serve as an escalation point when needed.
  • Manage client flow in person and by phone as the first point of contact for inquiries, issue resolution, and referrals.
  • Deliver consistent, relationship-driven client experiences aligned with the bank's service strategy and create personalized interactions that build trust and strengthen relationships.
  • Educate clients about banking products, services, and digital capabilities, and connect them to specialists as needed.
  • Conduct proactive outreach, 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; 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, or risk indicators and escalate them according to policy and procedure.
  • Follow the company's code of conduct and ethical standards, and protect clients, colleagues, and the bank.
  • Complete required training and continuously strengthen risk and compliance knowledge.
  • Participate as a team member in supporting a positive work environment and the organization's 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.
  • Embrace different perspectives, backgrounds, and experiences and seek differing perspectives to foster a growth mindset.
  • 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 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