Banking Associate - South Burlington, VT

About the role

The Banking Associate role is a professional position within TD's banking services, 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, strong organization skills, excellent communication skills, 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.

Qualifications

• Demonstrated understanding of customer financial needs.
• Ability to work independently and within deadlines.
• Strong organizational skills.
• Effective communication skills.
• Proven problem-solving abilities.
• Knowledge of TD's systems and tools.
• Ability to manage multiple tasks in a fast-paced environment.
• Experience with customer authentication principles and compliance regulations.

Skills

• Customer service skills.
• Financial advising and education.
• System and tool proficiency.
• Time management and prioritization.
• Problem-solving and decision-making skills.
• Microsoft Office proficiency.

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

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

Schedule

Hours typically range from 8:00 AM to 5:00 PM, Monday through Friday, with occasional evening and weekend shifts as needed.

Who We Are

TD is one of the world's leading global financial institutions, serving over 27 million households and businesses in Canada, the United States, and around the world. We are committed to fostering a respectful workplace where diverse perspectives are valued and everyone has fair opportunities to grow. TD is deeply committed to being a leader in client experience and offers diverse career paths where you can grow your expertise and make a meaningful impact.

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. TD is an equal opportunity employer and committed to providing accommodations for applicants with disabilities upon request.