Associate Banker II/City Line Avenue (20hrs)
for each heading. Use - for any list of duties/requirements/benefits, and
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate etc.
We need to extract substantive info from posting.
Let's parse:
Work Location: Philadelphia, Pennsylvania, United States of America
Hours 20
Pay Details $22.00 - $27.75 USD
Then description: "TD is committed to providing fair and equitable compensation opportunities..." That's about compensation but we already have pay range. Might be considered Pay section.
Then "Growth opportunities and skill development are defining features..." Not specific.
Then "Our compensation policies..." Not needed.
Then "As a candidate, you are encouraged to ask compensation related questions..." Not needed.
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: list of tasks.
Then Education & Experience: bullet list.
Then Required to complete Teller training and part 1 of platform training upon hire... etc.
Then Customer Accountabilities: list.
Then Shareholder Accountabilities: list.
Then Employee/Team Accountabilities: list.
Then Physical Requirements: list.
Then Who We Are: description.
Then Our Total Rewards Package: description of benefits.
Then Additional Information: development etc.
Then Training & Onboarding, Interview Process, Accommodation (EEO). We need to remove boilerplate EEO etc.
We need to include sections only when real specific content.
Potential sections:
- About the role (maybe from Job Description paragraph). Could be "About the role" heading.
- Responsibilities (could be Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities). Could combine.
- Requirements (Education & Experience, Required training, etc.)
- Qualifications (maybe same as Requirements). But we need to avoid thin sections.
- Skills (list of skills: organization, communication, problem-solving, scheduling, independent work, judgment, Microsoft Office, Notary preferred).
- Benefits (Our Total Rewards Package description).
- Pay (Pay Details $22.00 - $27.75 USD). Also mention base pay may vary etc but that's generic; we can include the range.
- Schedule (Hours 20). Could be part-time 20 hours.
We must not include sections with filler like "commensurate with experience". Not present.
We must not include duplicated lines.
We need to preserve all substantive info; do not invent or summarize away detail. So we need to include specifics like tasks enumerated.
We need to format lists with
- . For prose use
.
We must not include markdown fences.
Let's extract specifics.
Work Location: could be included in a short
maybe under About the role? Or separate? There's no heading for location; we could include in a paragraph under About the role.
Hours 20: schedule.
Pay Details $22.00 - $27.75 USD: pay.
Now the Job Description paragraph: "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."
That's prose.
Depth & Scope: list of tasks (multiple sentences). Let's extract each bullet:
- 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
We could combine some but keep as list.
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 list:
- 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.
- Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings.
- Maintains appropriate records of action plans
- Is knowledgeable of and complies with TD Code of Conduct
Shareholder Accountabilities list:
- 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 list:
- 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. Seeks out diverse feedback to continuously develop and enhance skills
- Positively embraces change
- Adheres and participates in TD's Shared Commitments
- Models quality service at every Customer interaction
- Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
- May train and act as a mentor to newer colleagues
Physical Requirements list: many items with percentages. We could include as list but maybe too detailed; but we must preserve all substantive info. However it's quite long; but we can include as list.
Who We Are: paragraph.
Our Total Rewards Package: paragraph describing benefits.
Additional Information: development etc. Might be considered Benefits? Already have benefits. Could be omitted as boilerplate? It's about development, training, mentoring. Could be considered "Benefits" or "Development". But we have Benefits section already; we could include development under Benefits? Might be considered separate but we can include as part of Benefits description.
Training & Onboarding, Interview Process, Accommodation (EEO) - remove boilerplate.
We need to avoid duplication: some items appear in multiple sections (e.g., training appears in Education & Experience and Customer Accountabilities). We should keep both as they are distinct statements.
Now decide sections:
- About the role: include Work Location? Maybe better to have a short paragraph with location and hours? But schedule separate.
We could have:
About the role
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. Work location: Philadelphia, Pennsylvania, United States of America.
But we must not repeat job title as heading; fine.
- Responsibilities: combine Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities? Might be too large but okay.
We could split: Responsibilities (Depth & Scope), Accountabilities (Customer, Shareholder, Employee/Team). But we need to avoid thin sections. Perhaps better to have one Responsibilities section that includes all duty lists.
We'll create with items from Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities. However that may be huge but okay.
- Requirements: Education & Experience list (including required training). Could also include physical requirements? Might be separate.
- Skills: list of skills (organization, communication, problem-solving, scheduling, independent work, judgment, Microsoft Office, Notary preferred). Could also include customer service skills.
- Benefits: Our Total Rewards Package paragraph.
- Pay: Pay Details.
- Schedule: Hours 20.
We must not include sections with filler like "commensurate with experience". Not present.
Now ensure we don't include boilerplate like "TD is committed to providing fair and equitable compensation opportunities..." That's generic; we could omit as it's not specific to role. It's about compensation but we already have pay range; we can omit.
Now craft HTML.
We'll need to escape any special characters? Not needed.
Let's write.
First, About the role:
About the role
for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate etc. We need to extract substantive info from posting. Let's parse: Work Location: Philadelphia, Pennsylvania, United States of America Hours 20 Pay Details $22.00 - $27.75 USD Then description: "TD is committed to providing fair and equitable compensation opportunities..." That's about compensation but we already have pay range. Might be considered Pay section. Then "Growth opportunities and skill development are defining features..." Not specific. Then "Our compensation policies..." Not needed. Then "As a candidate, you are encouraged to ask compensation related questions..." Not needed. 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: list of tasks. Then Education & Experience: bullet list. Then Required to complete Teller training and part 1 of platform training upon hire... etc. Then Customer Accountabilities: list. Then Shareholder Accountabilities: list. Then Employee/Team Accountabilities: list. Then Physical Requirements: list. Then Who We Are: description. Then Our Total Rewards Package: description of benefits. Then Additional Information: development etc. Then Training & Onboarding, Interview Process, Accommodation (EEO). We need to remove boilerplate EEO etc. We need to include sections only when real specific content. Potential sections: - About the role (maybe from Job Description paragraph). Could be "About the role" heading. - Responsibilities (could be Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities). Could combine. - Requirements (Education & Experience, Required training, etc.) - Qualifications (maybe same as Requirements). But we need to avoid thin sections. - Skills (list of skills: organization, communication, problem-solving, scheduling, independent work, judgment, Microsoft Office, Notary preferred). - Benefits (Our Total Rewards Package description). - Pay (Pay Details $22.00 - $27.75 USD). Also mention base pay may vary etc but that's generic; we can include the range. - Schedule (Hours 20). Could be part-time 20 hours. We must not include sections with filler like "commensurate with experience". Not present. We must not include duplicated lines. We need to preserve all substantive info; do not invent or summarize away detail. So we need to include specifics like tasks enumerated. We need to format lists with
- . For prose use
. We must not include markdown fences. Let's extract specifics. Work Location: could be included in a short
maybe under About the role? Or separate? There's no heading for location; we could include in a paragraph under About the role. Hours 20: schedule. Pay Details $22.00 - $27.75 USD: pay. Now the Job Description paragraph: "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." That's prose. Depth & Scope: list of tasks (multiple sentences). Let's extract each bullet: - 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 We could combine some but keep as list. 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 list: - 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. - Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. - Maintains appropriate records of action plans - Is knowledgeable of and complies with TD Code of Conduct Shareholder Accountabilities list: - 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 list: - 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. Seeks out diverse feedback to continuously develop and enhance skills - Positively embraces change - Adheres and participates in TD's Shared Commitments - Models quality service at every Customer interaction - Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience - May train and act as a mentor to newer colleagues Physical Requirements list: many items with percentages. We could include as list but maybe too detailed; but we must preserve all substantive info. However it's quite long; but we can include as list. Who We Are: paragraph. Our Total Rewards Package: paragraph describing benefits. Additional Information: development etc. Might be considered Benefits? Already have benefits. Could be omitted as boilerplate? It's about development, training, mentoring. Could be considered "Benefits" or "Development". But we have Benefits section already; we could include development under Benefits? Might be considered separate but we can include as part of Benefits description. Training & Onboarding, Interview Process, Accommodation (EEO) - remove boilerplate. We need to avoid duplication: some items appear in multiple sections (e.g., training appears in Education & Experience and Customer Accountabilities). We should keep both as they are distinct statements. Now decide sections: - About the role: include Work Location? Maybe better to have a short paragraph with location and hours? But schedule separate. We could have:
About the role
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. Work location: Philadelphia, Pennsylvania, United States of America.
But we must not repeat job title as heading; fine. - Responsibilities: combine Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities? Might be too large but okay. We could split: Responsibilities (Depth & Scope), Accountabilities (Customer, Shareholder, Employee/Team). But we need to avoid thin sections. Perhaps better to have one Responsibilities section that includes all duty lists. We'll create- with items from Depth & Scope, Customer Accountabilities, Shareholder Accountabilities, Employee/Team Accountabilities. However that may be huge but okay.
- Requirements: Education & Experience list (including required training). Could also include physical requirements? Might be separate.
- Skills: list of skills (organization, communication, problem-solving, scheduling, independent work, judgment, Microsoft Office, Notary preferred). Could also include customer service skills.
- Benefits: Our Total Rewards Package paragraph.
- Pay: Pay Details.
- Schedule: Hours 20.
We must not include sections with filler like "commensurate with experience". Not present.
Now ensure we don't include boilerplate like "TD is committed to providing fair and equitable compensation opportunities..." That's generic; we could omit as it's not specific to role. It's about compensation but we already have pay range; we can omit.
Now craft HTML.
We'll need to escape any special characters? Not needed.
Let's write.
First, About the role:
About the role