Banking Associate - Montville (20) Bilingual Preferred Mandarin

About the role

The Banking Associate role is a professional position within the banking sector, focusing on delivering TD's Brand promise at a store location. This role is responsible for accurately completing banking transactions and providing advice and educational support on services, products, and tools to help customers achieve their financial goals.

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.
• Identifies customer financial needs 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, 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
• Demonstrated Customer Service skills
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled
• 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

Skills

• Customer Service
• Financial Advice
• Banking Transactions
• System Utilization
• Lead Management

Benefits

Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

Pay

$23.75 - $31.00 USD

Schedule

Flexible schedule to accommodate store operations

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. We strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. We are deeply committed to being a leader in client experience, fostering a respectful workplace where diverse perspectives are valued, and ensuring fair opportunities for growth and development.

Additional Information

We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development: We'll provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process: We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation: TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.