Associate Banker II -Part Time 30 hrs - Tilton, NH

Work Location: Tilton, New Hampshire, United States of America

Pay

$22.00 - $27.75 USD per hour

TD is committed to providing fair and equitable compensation opportunities to all colleagues. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

Schedule

30 hours per week, including evenings, weekends, and holidays as scheduled.

About the role

The Banking Associate is a professional in banking who 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.

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 customers expect by:
  • Building trust with educational content and tools.
  • Providing consultative support.
  • Advocating with proactive insights and recommendations.
• Utilize TD's systems and tools to engage with customers, 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 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.
• Service the customer, both on 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 online (digital) banking.
• Connect with customers, provide financial advice, and deepen relationships through lead management activities, including:
  • 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.
  • Lead prioritization.
• Consistently provide legendary customer service while transacting, promoting, educating, and referring TD products to new and existing customers.
• Establish and nurture customer relationships by displaying product knowledge, actively listening to customer needs, and engaging in additional conversations to identify needs and offer solutions or partner referrals.
• Manage wait times to meet with a Banker by scheduling, rescheduling, or canceling client meetings.
• Engage in lobby leadership and represent the first point of contact for customer inquiries, helping to orchestrate customer walk-in traffic, and being the first point of contact for customer resolution or to make appointments to see an expert.
• Understand and support the Bank's customer service strategy, considering the impact of decisions on the well-being of TD, its customers, and stakeholders.
• Drive referrals to store colleagues and partners to support the broader, more complex financial needs of customers.
• Ensure tasks are performed within established policy and procedures.
• Successfully complete all required job-specific, compliance-related training.
• Understand, utilize, and follow compliance/risk and control programs.
• Ensure ongoing compliance with internal/external audit and regulatory requirements.
• Provide prompt and comprehensive responses to all external audit, regulator, and compliance requests and findings, maintaining appropriate records of action plans.
• Be knowledgeable of and comply with the TD Code of Conduct.
• Ensure compliance when completing operational activities in accordance with company guidelines and regulations such as the Bank Secrecy Act and Patriot Act to minimize risk and protect the customer.
• Accurately process cash/deposit/withdrawal transactions and other account servicing requests.
• Make decisions and process everyday transactions such as opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating addresses.
• Ensure compliance with all regulations, policies, and procedures, adhering to required controls, critical dates, and accurate documents.
• Apply customer authentication principles, compliance regulations, and due diligence to new account openings and transactions.
• Accurately and efficiently perform transactions, being accountable for cash drawers, including maintaining cash limits and securing cash drawers/stations/balancing out cash drawer and TCR.
• Follow policy and procedure for customer authentication.
• Act as a Dual Control agent when required.
• Follow all required open/close procedures.
• Contribute to a positive work environment by aligning to the TD Model, Brand, and Culture by participating fully as a member of the team.
• Be an active participant in personal performance and development activities.
• Act as a brand champion both internally and externally.
• Collaborate with team members in contributing to the success of the team and organization.
• Actively seek opportunities to improve delivery of work with high attention to quality standards.
• Actively take ownership of your own career and aspirations, seeking out diverse feedback to continuously develop and enhance skills.
• Positively embrace change.
• Adhere to and participate in TD's Shared Commitments.
• Model 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.

Requirements

• High school diploma or GED.
• 1 year of experience working with customers in any capacity, which can be demonstrated through volunteering, education, or military experience (preferred).
• Demonstrated customer service skills (preferred).
• Ability to work during operating hours, including 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 the 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).

Physical Requirements

• Domestic Travel: Occasional (1-33%)
• International Travel: Never (0%)
• Performing sedentary work: Frequent (34-66%)
• Performing multiple tasks: Continuous (67-100%)
• Operating standard office equipment: Continuous (67-100%)
• Responding quickly to sounds: Continuous (67-100%)
• Sitting: Frequent (34-66%)
• Standing: Frequent (34-66%)
• Walking: Frequent (34-66%)
• Moving safely in confined spaces: Occasional (1-33%)
• Lifting/Carrying (under 25 lbs.): Occasional (1-33%)
• Lifting/Carrying (over 25 lbs.): Occasional (1-33%)
• Squatting: Occasional (1-33%)
• Bending: Occasional (1-33%)
• Kneeling: Occasional (1-33%)
• Crawling: Occasional (1-33%)
• Climbing: Occasional (1-33%)
• Reaching overhead: Occasional (1-33%)
• Reaching forward: Occasional (1-33%)
• Pushing: Occasional (1-33%)
• Pulling: Occasional (1-33%)
• Twisting: Occasional (1-33%)
• Concentrating for long periods of time: Continuous (67-100%)
• Applying common sense to deal with problems involving standardized situations: Continuous (67-100%)
• Reading, writing, and comprehending instructions: Continuous (67-100%)
• Adding, subtracting, multiplying, and dividing: Continuous (67-100%)

Benefits

TD offers a Total Rewards package that includes:

• Base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan).
• 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 and reward and recognition programs.

Through regular development conversations, training programs, and a competitive benefits plan, TD is committed to providing the support colleagues need to thrive both at work and at home.

About TD

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, TD strives to make every interaction, product, and experience remarkably human and