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Jobs · Sales · Massachusetts

Banking Associate - Sudbury, MA

TD · Sudbury, MA · 5 days ago
On-siteSales$22–$27.75/hrFull-time

About the role

The Banking Associate role is located in Sudbury, 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 through educational content and tools, providing consultative support, and offering proactive insights and recommendations.
  • Uses TD's systems and tools to engage with customers to acquire and deepen relationships by providing advice and guidance.
  • 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, including creating and managing self-generated leads, managing received referral leads, conducting outbound calls, and setting/applying for appointments.

Requirements

  • High school diploma or GED.
  • One year experience working with customers in any capacity, preferably through volunteering, education, or military experience.
  • Demonstrated customer service skills.
  • Teller experience preferred.

Qualifications

  • Strong organization skills to handle multiple tasks in a fast-paced environment.
  • Excellent communication skills with the 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
  • Customer Authentication
  • Compliance Regulations
  • Policy and Procedure Adherence
  • Customer Relationship Building
  • Product Knowledge
  • Problem Solving
  • Time Management
  • Decision Making
  • Communication
  • Organizational Skills
  • Technology Utilization
  • Notary License
  • Customer Authentication Principles
  • Due Diligence
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication
  • Open/Closed Procedures
  • Customer Authentication
  • Policy and Procedure Follow-Up
  • Internal/External Audit and Regulatory Compliance
  • Record Keeping
  • Customer Authentication

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