About the position
The Banking Associate at TD Bank plays a crucial role in delivering the bank's brand promise at a store location. This position is responsible 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 Banking Associate performs a wide range of tasks across multiple areas within the store, including processing customer transactions, opening new accounts, and educating customers on all banking products and services. In this role, the Banking Associate is expected to deliver end-to-end advice that customers expect, which includes building trust through educational content and tools, providing consultative support, and advocating with proactive insights and recommendations. The associate utilizes TD's systems and tools to engage with customers, aiming to acquire and deepen relationships by providing advice and guidance that ultimately attracts and retains customers. Understanding customer financial needs is essential, as the associate identifies opportunities to promote and educate on products and services or refer customers to the appropriate team member or internal bank partner, ensuring a positive customer experience. The Banking Associate is also responsible for managing customer interactions on both the teller line and platform, handling tasks such as opening and closing personal deposit accounts, addressing debit and credit card issues, and assisting with mobile and online banking. The role requires strong organizational skills to manage multiple tasks in a fast-paced environment, excellent communication skills, and effective problem-solving abilities. The associate must also comply with all regulations and policies, ensuring ongoing compliance with internal and external audit and regulatory requirements. Overall, the Banking Associate is a vital part of the TD Bank team, contributing to a positive work environment and supporting the bank's commitment to customer service and community engagement.
Responsibilities
- Accurately complete everyday banking transactions on the teller line or platform.
- Open new accounts and educate customers on all banking products and services.
- Build trust with customers through educational content and tools.
- Provide consultative support and proactive insights to customers.
- Utilize TD's systems to engage with customers and deepen relationships.
- Identify customer financial needs and promote relevant products and services.
- Manage customer interactions and lead management activities, including outbound calls and appointment setting.
- Ensure compliance with internal and external audit and regulatory requirements.
- Participate in team activities and contribute to a positive work environment.
Requirements
- High school diploma or GED.
- 1 year of experience working with customers in any capacity, demonstrated through volunteering, education, or military experience.
- Demonstrated customer service skills.
- Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
- Teller experience preferred.
- Strong organizational skills to handle multiple tasks in a fast-paced environment.
- Excellent communication skills, concise and clear.
- Effective problem-solving skills.
- Ability to schedule and prioritize work independently and within deadlines.
- Proficient in Microsoft Office.
Nice-to-haves
- Notary License preferred.
Benefits
- Base salary and variable compensation/incentive awards.
- Health and well-being benefits.
- Savings and retirement programs.
- Paid time off including Vacation PTO, Flex PTO, and Holiday PTO.
- Banking benefits and discounts.
- Career development opportunities.
- Reward and recognition programs.
