Associate Banker II - Roslindale

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.

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.

Responsibilities

• Serve as first point of contact for clients as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high-touch client experience.
• Deliver accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals.
• Refer clients to appropriate partners to help clients achieve their financial objectives.
• Demonstrate broad knowledge of banking products and services to utilize insights, tools, and resources to evaluate and recommend client solutions.
• Engage in inbound and outbound acquisition efforts, recognizing client needs and initiating appropriate referrals to specialists to deepen client relationships.
• Perform a broad range of client transactions and multi-step activities within established financial limits.
• Identify and assess client problems in straightforward situations using standard procedures; escalate non-standard issues internally.
• Orchestrate the overall client experience by managing client flow (in-person and phone), serving as the first point of contact for inquiries, issue resolution, and referrals.
• Serve as a hospitality ambassador, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy.
• Create personalized, client-first interactions that build trust and strengthen ongoing relationships.
• Proactively educate clients on banking products, services, and digital capabilities to enhance convenience and support financial well-being.
• Engage clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
• Maintain compliance with company guidelines and regulations to minimize risk and protect clients.
• Act as a trusted first point of contact in safeguarding client relationships by adhering to AML laws and regulatory requirements.
• Identify potential discrepancies, material changes, or risk indicators and escalate appropriately.
• Act in accordance with TD's code of conduct and ethical standards in every decision.
• Complete required training and continuously strengthen risk and compliance knowledge.
• Contribute to a positive work environment by aligning with TD’s model, brand, and culture.
• Collaborate with team members to contribute to the success of the team and organization.

Requirements

• High school diploma or GED.
• 1+ years demonstrated experience working with clients (volunteering, education, or military experience included).
• Teller or cash-handling experience in a client-facing/financial institution preferred.
• Ability to work during operating hours, including 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 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.
• Proficient in Microsoft Office.
• Notary License preferred.

Pay

$22.00 - $27.75 USD per hour.

Schedule

30 hours per week.

Benefits

TD offers a Total Rewards package that includes:

• Base salary and variable compensation/incentive awards (e.g., cash and/or equity incentive awards).
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off (Vacation PTO, Flex PTO, and Holiday PTO).
• Banking benefits and discounts.
• Career development and reward/recognition programs.

Regular development conversations, training programs, and a competitive benefits plan to support colleagues both at work and at home.

Physical Requirements

• Domestic Travel: Occasional (1-33%)
• International Travel: Never (0%)
• Performing sedentary work: Frequent (34-66%)
• Performing multiple tasks: Continuous (67-100%)
• Operating standard office equipment: Continuous (67-100%)
• Responding quickly to sounds: Continuous (67-100%)
• Sitting: Frequent (34-66%)
• Standing: Frequent (34-66%)
• Walking: Frequent (34-66%)
• Moving safely in confined spaces: Occasional (1-33%)
• Lifting/Carrying (under 25 lbs.): Occasional (1-33%)
• Lifting/Carrying (over 25 lbs.): Occasional (1-33%)
• Squatting: Occasional (1-33%)
• Bending: Occasional (1-33%)
• Kneeling: Occasional (1-33%)
• Crawling: Occasional (1-33%)
• Climbing: Occasional (1-33%)
• Reaching overhead: Occasional (1-33%)
• Reaching forward: Occasional (1-33%)
• Pushing: Occasional (1-33%)
• Pulling: Occasional (1-33%)
• Twisting: Occasional (1-33%)
• Concentrating for long periods of time: Continuous (67-100%)
• Applying common sense to deal with problems: Continuous (67-100%)
• Reading, writing, and comprehending instructions: Continuous (67-100%)
• Adding, subtracting, multiplying, and dividing: Continuous (67-100%)