Banking Associate

About the role

The Banking Associate role is located in Chelsea, Massachusetts, USA. This position is responsible for delivering TD's Brand promise at a store location, performing a wide range of tasks, and providing advice and educational support on banking products and services.

Responsibilities

• Processes customer transactions, opening new accounts, and educating customers on all banking products and services.
• Delivers end-to-end advice to customers, building trust with educational content & tools, providing consultative support, and advocating with proactive insights & recommendations.
• Uses TD's systems and tools to engage with customers to acquire and deepen relationships by providing advice and guidance to attract and retain customers.
• Accurately completes everyday banking transactions on the teller line or on the platform, uncovering customer financial needs and educating on products, services, and tools.
• Serves customers, on both the teller line and platform, handling tasks such as opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and online banking.
• Connects with customers, provides financial advice, and deepens relationships through lead management activities like creating and managing self-generated leads, managing received partner/retail to retail referral leads, customer outreach, setting and hosting appointments, and lead prioritization.

Requirements

• High school diploma or GED.
• One year experience working with customers in any capacity.
• Demonstrated customer service skills.
• Teller experience preferred.

Qualifications

• 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.

SkillsCustomer Service

Financial Advice

Banking Transactions

System Utilization

Lead Management

Microsoft Office Proficiency

Notary License (preferred)

Benefits

Growth opportunities and skill development are defining features of the colleague experience at TD. Compensation policies and practices are designed to allow colleagues to progress through the salary range over time.

Pay

$22.00 - $27.75 USD per hour, commensurate with experience.

Schedule

Hours are 30 per week.