Banking Associate

About This Role

This Banking Associate role is responsible for accurately completing everyday banking transactions, providing financial advice, and educating customers on banking products and services at a TD store location. The role requires strong customer service skills to help customers achieve their financial goals.

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, delivering end-to-end advice
• Utilize TD's systems and tools to engage with Customers, acquire and deepen relationships
• Understand customer financial needs to identify opportunities to promote products and refer to appropriate team members
• Accurately complete everyday banking transactions on the teller line or platform
• Service customers with opening/closing personal deposit accounts, everyday bank transactions, debit/credit card issues, regulation E, mobile and online banking
• Connect with customers, provide financial advice, and deepen relationships through lead management activities
• Ensure tasks are performed within established policy and procedures
• Successfully complete all required job specific, compliance-related training
• Ensure ongoing compliance with internal/external audit and regulatory requirements

Requirements

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

Nice to Have

• 1 year experience working with customers (volunteering, education, military experience)
• Demonstrated Customer Service skills
• Teller experience
• Notary License

Skills

* Required skills

Benefits