Jobs · Finance · Massachusetts

Banking Associate Bilingual English & Spanish Speaking Preferred - Lawrence, MA (Essex St)

TD · Lawrence, MA · 2 mo ago
On-siteFinance$22–$27.75/hrFull-time

About the role

The Banking Associate role is located in Lawrence, Massachusetts, USA. This position offers a base pay range of $22.00 - $27.75 USD per hour, with growth opportunities and skill development being key aspects of the colleague experience at TD. Compensation details may vary based on individual qualifications and experience.

Responsibilities

  • Performs 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.
  • Delivers end-to-end advice customers expect, covering educational content & tools, consultative support, and proactive insights & recommendations.
  • Uses 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.
  • 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.
  • Serves 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, including 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.

Requirements

  • High school diploma or GED.
  • 1 year experience working with customers in any capacity, preferably through volunteering, education, or military experience.
  • Demonstrated Customer Service skills.
  • Teller experience preferred.
  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with ability to be concise, clear, and consistent.
  • Effective problem-solving skills.
  • Ability to work during operating hours to include evenings, weekends, and holidays as scheduled.
  • Proficient in Microsoft Office.
  • Notary License preferred.

Qualifications

  • Education: High school diploma or GED.
  • Experience: 1 year experience working with customers in any capacity.
  • Skills: Demonstrated Customer Service skills, strong organization skills, excellent communication skills, effective problem-solving skills, proficiency in Microsoft Office.

Skills

  • Customer Service Skills.
  • Organizational Skills.
  • Communication Skills.
  • Problem-Solving Skills.
  • Microsoft Office Proficiency.

Benefits

TD offers a comprehensive Total Rewards package which includes base salary and variable compensation/incentive awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

$22.00 - $27.75 USD per hour, with growth opportunities and skill development being key aspects of the colleague experience at TD.

Schedule

Flexible schedule to accommodate operating hours, including evenings, weekends, and holidays as scheduled.

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