Associate Banker II - Wellesley, MA

About the role

The Banking Associate is a professional in banking who plays a key role in delivering TD’s Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help customers achieve their financial goals. The position is within the Personal & Commercial Banking line of business in Wellesley, Massachusetts.

Responsibilities

• Process customer transactions, open new accounts, and educate customers on banking products and services.
• Deliver end‑to‑end advice: building trust with educational content, providing consultative support, and advocating with proactive insights.
• Utilize TD systems to engage customers, acquire and deepen relationships, and attract and retain customers.
• Identify customer financial needs to promote products/services or refer to the appropriate team member or internal bank partner.
• Accurately complete everyday banking transactions on the teller line or platform, servicing deposit accounts, debit/credit card issues, regulation E, and mobile/online banking.
• Manage lead activities: create and manage self‑generated leads, manage received partner/retail leads, conduct outreach (outbound calls, SMS), set/appointments, and prioritize leads.
• Ensure compliance with policies, procedures, and regulatory requirements (Bank Secrecy Act, Patriot Act, etc.).
• Maintain cash drawer limits, secure cash, follow dual‑control and open/close procedures.
• Contribute to a positive work environment, participate in performance development, act as a brand champion, collaborate with the team, seek improvement, embrace change, and model quality service.

Requirements

• High school diploma or GED.
• 1 year experience working with customers (volunteering, education, military experience preferred).
• Demonstrated customer service skills preferred.
• Ability to work evenings, weekends, and holidays as scheduled.
• Teller experience preferred.
• Required to complete Teller training and part 1 of platform training upon hire.
• Strong organization skills to handle multiple tasks in a fast‑paced environment.
• Excellent communication skills; concise, clear, and consistent.
• Effective problem‑solving skills.
• Ability to schedule and prioritize work.
• Ability to work independently and meet deadlines.
• Sound judgment in decision making and problem solving.
• Proficient in Microsoft Office.
• Notary license preferred.

Benefits

• Health and well‑being benefits.
• Savings and retirement programs.
• Paid time off (Vacation PTO, Flex PTO, Holiday PTO).
• Banking benefits and discounts.
• Career development opportunities.
• Reward and recognition programs.

Pay

$23.75 – $31.00 USD per hour.

Schedule

40 hours per week (full‑time).