Associate Banker II - Great Barrington

TD Bank Group; Great Barrington (MA); On-site; USD 30,000 - 38,000; Full time

Benefits offered by this job

Notary license preferred?

Job summary

TD Bank Group in Great Barrington, MA seeks a client-focused bank associate to deliver everyday banking services with accuracy and care. You will welcome clients, process transactions, and engage in needs-based conversations to help customers meet their financial goals.

The role emphasizes hospitality, compliance, and proactive referrals to specialists. Ideal candidates bring 1+ years of client-facing experience, strong communication, and an ability to work evenings, weekends, and holidays as

Qualifications

• High school diploma or GED required.
• 1+ years of client-facing experience preferred.
• Experience in teller or cash handling is a plus.
• Availability to work evenings, weekends and holidays.
• Clear, concise communication and problem-solving skills.
• Ability to schedule, prioritize tasks and work independently.

Responsibilities

• Provide everyday banking services and assist clients with basic account needs.
• Engage clients in meaningful conversations and refer to specialists as needed.
• Serve as hospitality ambassador, guiding traffic and delivering high-touch service.
• Process transactions accurately within policy and risk guidelines.
• Educate clients on products and digital tools to enhance convenience.

Skills

Excellent communication

Strong organization

Customer service

Attention to detail

Problem solving

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Work Location

Great Barrington, Massachusetts, United States of America

Hours

40

Pay Details

$22.00 - $27.75 USD

Line of Business

Personal & Commercial Banking

Job Description

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

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

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