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TB
TD Bank
Associate Banker II - Bilingual English & Spanish Speaking Preferred - Methuen, MA (Haverhill St)
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Based on Massachusetts data
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What they do
A Personal Banker works for a bank to sell bank services to individual clients. Promotes different account options, loans or other services to customers that have assets or deposits in that bank.
$79,350 / year median in Massachusetts
+1% projected growth
Job Description
On Site Methuen, Massachusetts Full time R_1497231
Work Location:
- Methuen, Massachusetts, United States of America
Hours:
- 40 •
Pay Details:
- $22.00
- $27.
Line of Business:
- Personal & Commercial Banking
Job Description:
- The Banking Associate is a professional in banking, 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.
Depth & Scope:
- + Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services + Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations + Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience + Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert + Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking + Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization •
Education & Experience:
- + High school diploma or GED + 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to work during operating hours to include 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 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 •
Customer Accountabilities:
- + Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers + Establishes and nurtures customer relationships by consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral + Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings + Engages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert + Understands and supports the Bank's customer service strategy + Considers the impact of decisions on the well-being of TD, its customers and stakeholders + Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers + Ensures tasks are performed within established policy and procedures + Successfully completes all required job specific, compliance-related training + Understands, utilizes and follows compliance/risk and control programs + Ensures ongoing compliance with internal/external audit and regulatory requirements.
Shareholder Accountabilities:
- + Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer + Accurately processes cash/deposit/withdrawal transactions and other account servicing requests + Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address + Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents + Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions + Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR + Follows policy and procedure for Customer Authentication + Acts as Dual Control agent when required + Follows all required open/close procedures •
Employee/Team Accountabilities:
- + Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of + the team + Be an active participant in personal performance and development activities + Acts as a brand champion both internally and externally + Collaborates with team members in contributing to the success of the team and organization + Partners as a team player + Actively seeks opportunities to improve delivery of work with high attention to quality standards + Actively takes ownership of own career and aspirations.
Physical Requirements:
Never:
0%;Occasional:
1-33%;Frequent:
34-66%;Continuous:
67-100% Domestic Travel- Occasional International Travel
- Never Performing sedentary work
- Frequent Performing multiple tasks
- Continuous Operating standard office equipment
- Continuous Responding quickly to sounds
- Continuous Sitting
- Frequent Standing
- Frequent Walking
- Frequent Moving safely in confined spaces
- Occasional Lifting/Carrying (under 25 lbs.)
- Occasional Lifting/Carrying (over 25 lbs.)
- Occasional Squatting
- Occasional Bending
- Occasional Kneeling
- Occasional Crawling
- Occasional Climbing
- Occasional Reaching overhead
- Occasional Reaching forward
- Occasional Pushing
- Occasional Pulling
- Occasional Twisting
- Occasional Concentrating for long periods of time
- Continuous Applying common sense to deal with problems involving standardized situations
- Continuous Reading, writing and comprehending instructions
- Continuous Adding, subtracting, multiplying and dividing
- Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
Who We Are:
- TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
- Our Total Rewards Package
- Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
Additional Information:
- We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
- Colleague Development
- If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.
- Training & Onboarding
- We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
- Interview Process
- We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
- Accommodation
- TD Bank is an equal opportunity employer.
USWAPTDO
@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. US Labor & Employment Posters (https://tdbank.site.findly.com/wp-content/uploads/sites/3875/2026/07/USApplicantRights\_revised\_7-13-2026.pdf) | California Privacy (https://www.td.com/us/en/personal-banking/privacy/california/) | Accessibility (https://www.td.com/us/en/personal-banking/universal-footer/accessibility/) | FAQ (https://cdn-static.findly.com/wp-content/uploads/sites/3345/2024/08/02032545/FAQ\_EN.pdf)- Our Values
- At TD we're guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior.
- Our Commitment to Diversity, Equity, and Inclusion
- At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
- Helping to Make an Impact in Communities
- TD Ready Commitment
- TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.