Banking Associate - North Penn PA (30 Hours)

About the role

The Banking Associate role is located in Lansdale, Pennsylvania, United States of America. This position is available full-time and requires a minimum of 30 hours per week.

Responsibilities

• Processes customer transactions, opening new accounts, and providing educational support on banking products and services.
• Delivers end-to-end advice to customers, building trust through educational content and tools, and providing consultative support.
• Uses TD's systems and tools to engage with customers, acquiring and deepening relationships by offering advice and guidance.
• Accurately completes everyday banking transactions, uncovering customer financial needs and educating on products, services, and tools.
• Serves customers on the teller line and platform, handling tasks such as personal deposit account opening, everyday bank transactions, debit and credit card issues, and mobile/on-line banking.
• Manages customer relationships by establishing and nurturing connections, managing wait times, and scheduling appointments.
• Manages self-generated and partner referrals, and engages in lead management activities like outbound calls, SMS, and appointment setting.
• Ensures compliance with regulations and policies, maintains accurate records, and responds promptly to external audits and regulatory requests.

Requirements

• High school diploma or GED.
• One year of experience working with customers in any capacity.
• Demonstrated customer service skills.
• Teller experience preferred.
• Strong organization skills.
• Excellent communication skills.
• Effective problem-solving skills.
• Ability to work during operating hours, including evenings, weekends, and holidays.

Qualifications

• Education: High school diploma or GED.
• Experience: One year of experience working with customers in any capacity.
• Skills: Demonstrated customer service skills, strong organization skills, excellent communication skills, effective problem-solving skills, ability to work independently and within deadlines, sound judgment in decision making and problem solving, proficiency in Microsoft Office, Notary License preferred.

Skills

• Customer Service
• Banking
• Microsoft Office
• Notary License

Benefits

TD offers a comprehensive benefits package including health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

The base pay for this role ranges from $22.00 to $27.75 USD per hour, depending on experience and qualifications.

Schedule

The Banking Associate role is full-time and requires a minimum of 30 hours per week.