Associate Banker II - 30 Hours - Sturbridge MA.
TD · Sturbridge, MA · 1 mo ago
On-siteFinancePart-time
We need to output only HTML fragment, using for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Key info:
- Work Location: Sturbridge, Massachusetts, United States of America
- Hours 30 (likely 30 hours per week)
- Pay Details: description about compensation, but no specific numbers. It says base pay may vary, etc. No specific pay figure. According to rules: do NOT create Pay section unless posting actually states them (specific numbers). Since no specific pay amount, we should not include Pay section.
- Hours: "Hours 30" indicates schedule maybe part-time 30 hours. Could be schedule info. We can include Schedule section if there is specific schedule info. It says "Hours 30". That's specific: 30 hours per week. So we can include Schedule section with that.
- Benefits: There's a section "Our Total Rewards Package" describing benefits: base salary and variable compensation, health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, Holiday PTO), banking benefits and discounts, career development, reward and recognition. That's substantive benefits info. So we can include Benefits section with that content.
- About the role: There's a Job Description paragraph: "This role plays a vital role..." etc. Also Depth & Scope bullet-like sentences. Could be responsibilities. We need to split into sections: About the role (maybe overview), Responsibilities (list of duties), Requirements (education & experience), Qualifications (maybe skills), Skills (maybe specific skills). But we must not create thin sections; prefer few substantive sections. We need to decide what to include.
We have content:
- Overview: "This role plays a vital role in bringing TD’s human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity—helping clients feel informed, supported, and empowered to achieve their financial goals while consistently adhering to TD’s risk and regulatory standards."
- Depth & Scope: multiple sentences describing duties: "Combines transactional excellence with the capability to help clients find the right solutions through needs based engagement. Delivers everyday banking and basic consumer account opening/maintenance while proactively engaging clients in meaningful conversations, helping them understand their options, and connecting them to appropriate partnersCan serve as first point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experienceDelivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help clients achieve their financial objectivesDemonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutionsEngages in inbound and outbound acquisition efforts, accountable for recognizing client needs and initiating appropriate referrals to specialists, acting on deepening client relationshipsPerforms and decisions a broad range of client transactions and multi-step activities within established financial limitsIdentifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion. Can serve as an escalation point as needed"
- Customer Accountabilities: list of bullet-like sentences (starting with "Orchestrates the overall client experience..." etc.)
- Shareholder Accountabilities: list
- Employee/Team Accountabilities: list
- Physical Requirements: a table-like list of activities with frequencies.
- Education & Experience: "High school diploma or GED1+ years demonstrated experience working with clients. Experience can include any of the following: volunteering, education, military experience Teller or cash-handling experience in a client facing/financial institution preferredAbility to work during operating hours to include evenings, weekends and holidays as scheduledAbility to complete required job-related training upon hire Strong organization skills to handle multiple tasks in a fast-paced environmentExcellent communication skills with ability to be concise, clear and consistentDemonstrated effective problem-solving skillsDemonstrated ability to schedule and prioritize workDemonstrated ability to work independently and within deadlinesSound judgment in decision making and problem solvingProficient in Microsoft OfficeNotary License preferred"
Thus we have many details.
We need to decide sections.
Potential sections:
- About the role: overview paragraph (first paragraph).
- Responsibilities: combine Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities (these are duties). Could be a big
for section headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where there is real specific content. We must not repeat job title as heading. Must not include Job ID etc. Must remove boilerplate, navigation, legal, EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Key info:
- Work Location: Sturbridge, Massachusetts, United States of America
- Hours 30 (likely 30 hours per week)
- Pay Details: description about compensation, but no specific numbers. It says base pay may vary, etc. No specific pay figure. According to rules: do NOT create Pay section unless posting actually states them (specific numbers). Since no specific pay amount, we should not include Pay section.
- Hours: "Hours 30" indicates schedule maybe part-time 30 hours. Could be schedule info. We can include Schedule section if there is specific schedule info. It says "Hours 30". That's specific: 30 hours per week. So we can include Schedule section with that.
- Benefits: There's a section "Our Total Rewards Package" describing benefits: base salary and variable compensation, health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, Holiday PTO), banking benefits and discounts, career development, reward and recognition. That's substantive benefits info. So we can include Benefits section with that content.
- About the role: There's a Job Description paragraph: "This role plays a vital role..." etc. Also Depth & Scope bullet-like sentences. Could be responsibilities. We need to split into sections: About the role (maybe overview), Responsibilities (list of duties), Requirements (education & experience), Qualifications (maybe skills), Skills (maybe specific skills). But we must not create thin sections; prefer few substantive sections. We need to decide what to include.
We have content:
- Overview: "This role plays a vital role in bringing TD’s human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity—helping clients feel informed, supported, and empowered to achieve their financial goals while consistently adhering to TD’s risk and regulatory standards."
- Depth & Scope: multiple sentences describing duties: "Combines transactional excellence with the capability to help clients find the right solutions through needs based engagement. Delivers everyday banking and basic consumer account opening/maintenance while proactively engaging clients in meaningful conversations, helping them understand their options, and connecting them to appropriate partnersCan serve as first point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experienceDelivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help clients achieve their financial objectivesDemonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutionsEngages in inbound and outbound acquisition efforts, accountable for recognizing client needs and initiating appropriate referrals to specialists, acting on deepening client relationshipsPerforms and decisions a broad range of client transactions and multi-step activities within established financial limitsIdentifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion. Can serve as an escalation point as needed"
- Customer Accountabilities: list of bullet-like sentences (starting with "Orchestrates the overall client experience..." etc.)
- Shareholder Accountabilities: list
- Employee/Team Accountabilities: list
- Physical Requirements: a table-like list of activities with frequencies.
- Education & Experience: "High school diploma or GED1+ years demonstrated experience working with clients. Experience can include any of the following: volunteering, education, military experience Teller or cash-handling experience in a client facing/financial institution preferredAbility to work during operating hours to include evenings, weekends and holidays as scheduledAbility to complete required job-related training upon hire Strong organization skills to handle multiple tasks in a fast-paced environmentExcellent communication skills with ability to be concise, clear and consistentDemonstrated effective problem-solving skillsDemonstrated ability to schedule and prioritize workDemonstrated ability to work independently and within deadlinesSound judgment in decision making and problem solvingProficient in Microsoft OfficeNotary License preferred"
Thus we have many details.
We need to decide sections.
Potential sections:
- About the role: overview paragraph (first paragraph).
- Responsibilities: combine Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities (these are duties). Could be a big - list.
- Requirements: Education & Experience (education, experience, ability to work hours, training). Also maybe physical requirements? But physical requirements could be separate? However we have no specific section for Physical Requirements in allowed headings; we could fold into Requirements or maybe Skills? But better to include under Requirements as it's part of qualifications.
- Skills: maybe list of skills: organization, communication, problem-solving, scheduling, prioritizing, independent work, judgment, Microsoft Office proficiency, Notary License preferred. Could be separate Skills section.
- Benefits: Our Total Rewards Package description.
- Schedule: Hours 30.
We must not create sections with filler like "commensurate with experience". We have actual content.
We must not repeat job title as heading.
We must not include navigation/legal/EEO etc. So we must cut out the "Who We Are", "Our Total Rewards Package" (we keep benefits), "Additional Information", "Colleague Development", "Training & Onboarding", "Interview Process", "Accommodation", EEO statement. Also remove "Work Location:" maybe we can include location in a short paragraph? The instruction: "Do NOT put Job ID / requisition numbers as headings — fold minor metadata into a short
or drop it." Work location is minor metadata; we could include in a short
at top maybe. But we need to decide if we should include location. It's substantive? It's location info. Could be included as a short paragraph before sections. The instruction: "Prefer a few substantive sections over many thin ones." We could include location in a
before sections.
Similarly Hours 30 we put in Schedule section.
Pay: we have no specific pay, so we skip Pay section.
Now we need to output only HTML fragment, no /, no markdown.
We'll produce something like:
Work Location: Sturbridge, Massachusetts, United States of America
About the role
This role plays a vital role in bringing TD’s human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity—helping clients feel informed, supported, and empowered to achieve their financial goals while consistently adhering to TD’s risk and regulatory standards.
Responsibilities
- Combines transactional excellence with the capability to help clients find the right solutions through needs‑based engagement.
- Delivers everyday banking and basic consumer account opening/maintenance while proactively engaging clients in meaningful conversations, helping them understand their options, and connecting them to appropriate partners.
- Serves as first point of contact for clients, acting as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high‑touch client experience.
- Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners.
- Demonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions.
- Engages in inbound and outbound acquisition efforts, accountable for recognizing client needs and initiating appropriate referrals to specialists, acting on deepening client relationships.
- Performs a broad range of client transactions and multi‑step activities within established financial limits.
- Identifies and assesses client problems in straightforward situations using standard procedures and escalates non‑standard issues internally; typically addressing routine requests requiring minimal discretion. Can serve as an escalation point as needed.
- Orchestrates the overall client experience by effectively managing client flow (in‑person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
- Serves as a hospitality ambassador for the financial center, delivering consistent, relationship‑driven client experiences aligned to TD’s service strategy.
- Creates personalized, client‑first interactions that build trust from initial engagement and strengthen ongoing relationships.
- Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well‑being, while connecting them to specialists as needed to achieve long‑term goals.
- Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
- Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes.
- Advocates for clients by demonstrating empathy, integrity, and a long‑term perspective in all interactions.
- Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client.
- Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards.
- Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure.
- Acts in accordance with TD's code of conduct and ethical standards in every decision.
- Protects TD's clients, colleagues and the Bank – do the right thing – own it, raise it, know it.
- Completes required training and continuously strengthens risk and compliance knowledge.
- Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team.
- Takes accountability for outcomes and performance by participating in performance and development activities; proactively sharing insights, lessons learned, and best practices across the team.
- Embraces different perspectives, backgrounds, and experiences.
- Models curiosity and seeks out different perspectives to foster a growth mindset.
- Collaborates with team members in contributing to the success of the team and organization.
Requirements
- High school diploma or GED.
- 1+ years demonstrated experience working with clients (volunteering, education, military experience).
- Teller or cash‑handling experience in a client‑facing/financial institution preferred.
- Ability to work during operating hours to include 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.
- Excellent communication skills with 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.
- Proficient in Microsoft Office.
- Notary License preferred.
- Physical requirements: frequent sedentary work, continuous multiple tasks, continuous operating standard office equipment, continuous responding to sounds, frequent sitting, frequent standing, frequent walking, occasional moving safely in confined spaces, occasional lifting/carrying (under 25 lbs.), occasional lifting/carrying (over 25 lbs.),
or drop it." Work location is minor metadata; we could include in a short
at top maybe. But we need to decide if we should include location. It's substantive? It's location info. Could be included as a short paragraph before sections. The instruction: "Prefer a few substantive sections over many thin ones." We could include location in a
before sections. Similarly Hours 30 we put in Schedule section. Pay: we have no specific pay, so we skip Pay section. Now we need to output only HTML fragment, no /, no markdown. We'll produce something like:
Work Location: Sturbridge, Massachusetts, United States of America
About the role
This role plays a vital role in bringing TD’s human, relationship-driven banking experience to life. As a trusted partner to clients, the role delivers everyday banking and supports consumer product needs by building meaningful relationships with accuracy, confidence, and clarity—helping clients feel informed, supported, and empowered to achieve their financial goals while consistently adhering to TD’s risk and regulatory standards.
Responsibilities
- Combines transactional excellence with the capability to help clients find the right solutions through needs‑based engagement.
- Delivers everyday banking and basic consumer account opening/maintenance while proactively engaging clients in meaningful conversations, helping them understand their options, and connecting them to appropriate partners.
- Serves as first point of contact for clients, acting as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high‑touch client experience.
- Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners.
- Demonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions.
- Engages in inbound and outbound acquisition efforts, accountable for recognizing client needs and initiating appropriate referrals to specialists, acting on deepening client relationships.
- Performs a broad range of client transactions and multi‑step activities within established financial limits.
- Identifies and assesses client problems in straightforward situations using standard procedures and escalates non‑standard issues internally; typically addressing routine requests requiring minimal discretion. Can serve as an escalation point as needed.
- Orchestrates the overall client experience by effectively managing client flow (in‑person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners.
- Serves as a hospitality ambassador for the financial center, delivering consistent, relationship‑driven client experiences aligned to TD’s service strategy.
- Creates personalized, client‑first interactions that build trust from initial engagement and strengthen ongoing relationships.
- Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well‑being, while connecting them to specialists as needed to achieve long‑term goals.
- Engages clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
- Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes.
- Advocates for clients by demonstrating empathy, integrity, and a long‑term perspective in all interactions.
- Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client.
- Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards.
- Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure.
- Acts in accordance with TD's code of conduct and ethical standards in every decision.
- Protects TD's clients, colleagues and the Bank – do the right thing – own it, raise it, know it.
- Completes required training and continuously strengthens risk and compliance knowledge.
- Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team.
- Takes accountability for outcomes and performance by participating in performance and development activities; proactively sharing insights, lessons learned, and best practices across the team.
- Embraces different perspectives, backgrounds, and experiences.
- Models curiosity and seeks out different perspectives to foster a growth mindset.
- Collaborates with team members in contributing to the success of the team and organization.
Requirements
- High school diploma or GED.
- 1+ years demonstrated experience working with clients (volunteering, education, military experience).
- Teller or cash‑handling experience in a client‑facing/financial institution preferred.
- Ability to work during operating hours to include 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.
- Excellent communication skills with 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.
- Proficient in Microsoft Office.
- Notary License preferred.
- Physical requirements: frequent sedentary work, continuous multiple tasks, continuous operating standard office equipment, continuous responding to sounds, frequent sitting, frequent standing, frequent walking, occasional moving safely in confined spaces, occasional lifting/carrying (under 25 lbs.), occasional lifting/carrying (over 25 lbs.),