Associate Banker II (US) - Boston,MA (Fanueil Hall) Bilingual Spanish/Mandarin Preferred

Work Location: Boston, Massachusetts, United States of America. Hours: 40 per week.

About the Role

This role plays a vital part in delivering TD’s human, relationship-driven banking experience. As a trusted partner to clients, you will support everyday banking and consumer product needs by building meaningful relationships with accuracy, confidence, and clarity. Your work will help clients feel informed, supported, and empowered to achieve their financial goals while adhering to TD’s risk and regulatory standards.

You will combine transactional excellence with the ability to engage clients in needs-based conversations, delivering everyday banking services and basic account opening/maintenance. Proactively identifying client needs and connecting them to appropriate partners will be key to deepening relationships and driving referrals.

Responsibilities

• Serve as the first point of contact for clients, acting as a hospitality ambassador to guide traffic flow and deliver a high-touch experience.
• Deliver accurate and efficient everyday banking transactions while proactively identifying client needs and opportunities to deepen relationships.
• Refer clients to appropriate partners to help them achieve their financial objectives.
• Demonstrate broad knowledge of banking products and services to recommend tailored client solutions.
• Engage in inbound and outbound acquisition efforts, recognizing client needs and initiating referrals to specialists.
• 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), resolving inquiries, and making referrals to partners.
• 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 financial well-being.
• Engage clients through proactive outreach, including scheduling appointments for consumer account needs and deepening opportunities.
• Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes.
• Advocate for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions.

Requirements

• High school diploma or GED.
• 1+ years of demonstrated experience working with clients (volunteering, education, or military experience may apply).
• Teller or cash-handling experience in a client-facing or financial institution preferred.
• Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
• Strong organizational 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.
• Ability to schedule and prioritize work independently and meet deadlines.
• Sound judgment in decision-making and problem-solving.
• Proficiency in Microsoft Office.
• Notary License preferred.

Skills

• Compliance with operational activities in accordance with company guidelines and regulations to minimize risk.
• Safeguarding the integrity of client relationships by adhering to AML laws and regulatory requirements, verifying client identification, and maintaining data integrity.
• Identifying potential discrepancies, material changes, or risk indicators and escalating appropriately.
• Acting in accordance with TD’s code of conduct and ethical standards in every decision.
• Protecting TD’s clients, colleagues, and the Bank by doing the right thing, owning issues, and raising concerns.
• Completing required training and continuously strengthening risk and compliance knowledge.
• Contributing to a positive work environment by aligning with TD’s Model, Brand, and Culture.
• Collaborating with team members and sharing insights, lessons learned, and best practices.
• Embracing diverse perspectives, backgrounds, and experiences to foster a growth mindset.

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: Continuous (67-100%)
• Applying common sense to standardized problems: Continuous (67-100%)
• Reading, writing, and comprehending instructions: Continuous (67-100%)
• Basic arithmetic (adding, subtracting, multiplying, dividing): Continuous (67-100%)

Pay

$23.75 - $31.00 USD per hour. TD is committed to providing fair and equitable compensation opportunities. The base pay offered may vary based on skills, experience, job-related knowledge, geographic location, and other business and organizational needs.

Benefits

TD’s Total Rewards package 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.

TD is committed to supporting colleagues through regular development conversations, training programs, and a competitive benefits plan to help them thrive at work and at home.