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TD Bank

Offers banking, loans, and wealth management.

Associate Banker II - US

Retail & Commercial BankingPosted on Nov 13
Part-timeSun City Center, FL, USA$22 - $27.75

About the Job

Requirements

  • A high school diploma or GED is required.
  • At least 1 year of demonstrated experience working with clients is required; qualifying experience 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 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.

Responsibilities

  • Deliver everyday banking and basic consumer account opening and maintenance, and engage clients in needs-based conversations to identify solutions and connect clients to appropriate partners.
  • Serve as a first point of contact and hospitality ambassador for the financial center, guide client traffic, and provide a high-touch client experience in person and by phone.
  • Complete everyday banking transactions accurately and efficiently, 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.
  • Participate 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 straightforward client problems using standard procedures, resolve routine requests, and escalate non-standard issues; serve as an escalation point as needed.
  • Create personalized client-first interactions that build trust and strengthen ongoing relationships.
  • Educate clients on banking products, services, and digital capabilities, and connect them with specialists as needed to support their 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 ensure compliant outcomes.
  • Maintain compliance with company guidelines and regulations while completing operational activities 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 TD’s code of conduct and ethical standards.
  • Complete required training and continuously strengthen risk and compliance knowledge.
  • Participate fully as a team member and contribute to a positive work environment aligned with TD’s model, brand, and culture.
  • Take accountability for outcomes and performance through performance and development activities, and share insights, lessons learned, and best practices across the team.
  • Model curiosity, seek different perspectives, and collaborate with team members to contribute to team and organizational success.

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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