Banking Associate

About This Role

This role is accountable for accurately completing everyday banking transactions and providing advice, educational support on services, products, and tools to help Customers achieve their financial goals. This position will engage with customers to deepen relationships and identify opportunities to promote products and services.

Responsibilities

• Perform a wide range of tasks across multiple areas within a Store location, including processing customer transactions and opening new accounts
• Educate customers on all banking products and services
• Deliver end-to-end advice to customers, including building trust, providing consultative support, and advocating with proactive insights & recommendations
• Utilize TD's systems and tools to engage with Customers to acquire and deepen relationships
• Understand 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
• Accurately complete everyday banking transactions either on the teller line or on the platform
• Service customers, 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
• Connect with customers, provide financial advice, and deepen relationships through lead management activities
• Ensure compliance when completing operational activities in accordance with company guidelines and regulations
• Accurately processes cash/deposit/withdrawal transactions and other account servicing requests

Requirements

• High school diploma or GED
• Ability to work during operating hours, including evenings, weekends, and holidays as scheduled
• 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

Qualifications

• High school diploma or GED
• 1 year experience working with customers in any capacity, demonstrated through volunteering, education, or military experience

Nice to Have

• 1 year experience working with customers in any capacity
• Demonstrated Customer Service skills
• Teller experience
• Notary License

Skills

* Required skills

Benefits