Associate Banker II - Georgetown, MA

Job Description

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

• 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 as they serve 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 to help clients achieve their financial objectives.
• Demonstrates broad knowledge of banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions.
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy.
• Engages in inbound and outbound acquisition efforts, accountable for recognizing client needs and initiating appropriate referrals to specialists, acting on deepening client relationships.
• Performs and decisions a broad range of client transactions and multi-step activities within established financial limits.
• Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion.

  Education & Experience

  • A high school diploma or GED.
  • 1+ 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 preferred.
  • Ability to work during operating hours to include evenings, weekends and holidays as scheduled.
  • 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.