Jobs · Finance · New York

Associate Banker II Upstate NY (Albany - State Street)

TD · Albany, NY · 1 mo ago
On-siteFinance$22–$27.75/hrFull-time
We need to output HTML fragment with headings

for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections if posting has real specific content. We must not repeat job title. No Job ID. Remove boilerplate. We need to parse the posting. Key info: Work Location: Albany, New York, United States of America Hours 40 Pay Details $22.00 - $27.75 USD Line Of Business Personal & Commercial Banking Job Description paragraphs: many. Education & Experience: list. Customer Accountabilities: list. Shareholder Accountabilities: list. Employee/Team Accountabilities: list. Physical Requirements: list. We need to map to sections. Probably: - About the role: could be the initial description paragraph(s) about role purpose. - Responsibilities: maybe Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities combined? Or separate? But we need to follow headings list; we can include Responsibilities as a section with duties. - Requirements: maybe Education & Experience. - Qualifications: maybe similar to Requirements? Could combine. - Skills: list of skills (organization, communication, problem solving, scheduling, independent work, judgment, Microsoft Office proficiency, Notary License preferred). - Benefits: maybe mention Total Rewards package? The posting includes "Our Total Rewards Package" description. That is benefits info. So we can include Benefits section with that description. - Pay: we have Pay Details $22.00 - $27.75 USD. - Schedule: Hours 40 (full-time). Could also mention ability to work evenings, weekends, holidays as scheduled. So schedule info. We must not include sections with placeholder text like "commensurate with experience". Not present. We must not include boilerplate like EEO, legal, accommodation, etc. Remove those. We must preserve all substantive information; do not invent or summarize away detail. So we need to keep the details but can format as lists. We need to output only HTML fragment, no /, no markdown fences. Thus produce something like:

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.

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... (maybe we need to keep the whole description). But we can split into paragraphs. But we must preserve all substantive information; we can keep the description as is but maybe break into

for readability. We need to include the "Line Of Business Personal & Commercial Banking" maybe as part of About the role. Responsibilities: Could combine Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities. But we need to list them as

  • . Let's extract each bullet. Customer Accountabilities list: - 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 Shareholder Accountabilities list: - 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 Employee/Team Accountabilities list: - 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 Physical Requirements list: many items with frequencies. Could be included under Responsibilities? Might be better as a separate section maybe "Requirements" or "Qualifications"? But we have headings for Requirements, Qualifications, Skills. Physical requirements could be under Requirements or Qualifications. However we need to decide. Education & Experience: list. Skills: list of skills: Strong organization skills, Excellent communication skills, 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. Also maybe "Ability to work during operating hours to include evenings, weekends and holidays as scheduled" could be under Schedule. Pay: $22.00 - $27.75 USD. Schedule: Hours 40, ability to work evenings, weekends, holidays as scheduled. Benefits: Total Rewards package description. We need to ensure we don't create sections with filler text. All sections have content. Let's craft. We'll produce:

    About the role

    Work Location: Albany, New York, United States of America

    Line Of Business: Personal & Commercial Banking

    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. Can 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 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. 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. Can serve as an escalation point as needed.

    That's a lot but okay. Next Responsibilities: maybe combine Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities. We'll produce

    Responsibilities

      with each bullet. But we need to avoid duplication; we already used some description in About the role. Might be okay. Let's list all bullet points from those three sections. I'll compile: Customer Accountabilities: - 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 Shareholder Accountabilities: - 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 Employee/Team Accountabilities: - 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 We could also include Physical Requirements under Responsibilities? But maybe better under Requirements or Qualifications. However we have separate headings for Requirements and Qualifications; we could put Education & Experience under Requirements, and Skills under Qualifications, and Physical Requirements maybe under Requirements as well? But we need to avoid duplication. Let's decide: - Requirements: Education & Experience + Physical Requirements? Might be too much but okay. - Qualifications: Skills (organization, communication, problem solving, scheduling, independent work, judgment, Microsoft Office, Notary License). But we also have "Ability to work during operating hours to include evenings, weekends and holidays as scheduled" which could be under Schedule. Let's extract Education & Experience: - 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 - 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

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