Associate Banker II- Neptune, NJ (20 hours)

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: Neptune, New Jersey, United States of America

Responsibilities

• Perform a wide range of tasks across multiple areas within a store location, including processing customer transactions, opening new accounts, and educating customers on all banking products and services.
• Deliver end-to-end advice: building trust with educational content and tools, providing consultative support, and advocating with proactive insights and recommendations.
• Utilize TD's systems and tools to engage with customers to acquire and deepen relationships by providing advice and guidance to attract and retain customers.
• 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 while ensuring a positive customer experience.
• Accurately complete everyday banking transactions on the teller line or platform, uncover customer financial needs, and educate on products, services, and tools or refer to the appropriate expert.
• Service customers on both the teller line and platform as needed, including opening/closing personal deposit accounts, everyday bank transactions, debit/credit card issues, regulation E, mobile and online (digital) banking.
• Connect with customers, provide financial advice, and deepen relationships through lead management activities: creation and management of self-generated leads, 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.
• Consistently provide