Associate Banker II - Webster Square
Work Location: Worcester, Massachusetts, United States of America. Hours: 40 per week. Pay range: $22.00 - $27.75 USD per hour.
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 provide everyday banking services and support 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 and basic consumer account services. Proactively identifying client needs and connecting them with appropriate partners, you will serve as the first point of contact and hospitality ambassador for the bank, guiding client flow while delivering a high-touch experience.
Responsibilities
- Deliver accurate, efficient everyday banking transactions while deepening client relationships by identifying needs and opportunities.
- Proactively engage clients in meaningful conversations to help them understand their options and connect them with appropriate partners.
- Serve as the first point of contact for clients, managing in-person and phone inquiries, issue resolution, and referrals.
- Act as a hospitality ambassador, delivering consistent, relationship-driven client experiences aligned with TD’s service strategy.
- Educate clients on banking products, services, and digital capabilities to enhance convenience and support financial well-being.
- Engage in proactive outreach, including scheduling appointments for consumer account needs and deepening client relationships.
- Balance client needs with sound judgment, policy adherence, and risk awareness to ensure compliant outcomes.
- 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.
- Maintain compliance with company guidelines, regulations, and risk standards to protect clients and the bank.
- 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.
- Contribute to a positive work environment by aligning with TD’s model, brand, and culture as a team member.
- Complete required training and continuously strengthen risk and compliance knowledge.
- Collaborate with team members to share insights, best practices, and lessons learned.
Requirements
- High school diploma or GED.
- 1+ years of demonstrated experience working with clients (volunteering, education, or military experience included).
- Teller or cash-handling experience in a client-facing or financial institution preferred.
- Ability to work 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.
- Effective problem-solving skills and ability to schedule and prioritize work.
- Ability to work independently and meet deadlines.
- Sound judgment in decision-making and problem-solving.
- Proficiency in Microsoft Office.
- Notary License preferred.
Benefits
TD offers a Total Rewards package that includes:
- Base salary and variable compensation/incentive awards (e.g., cash and/or equity incentives).
- 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 providing support for colleagues to thrive both at work and at home through regular development conversations, training programs, and a competitive benefits plan.
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%)