Banking Associate - Summit (20 Hour)

About the role

The Banking Associate role is located in Summit, New Jersey, USA. TD is committed to fair compensation and growth opportunities. The base pay range is $23.75 - $31.00 USD per hour. This role is responsible for delivering TD's Brand promise at a store location, processing customer transactions, and providing advice and educational support on banking products and services.

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, consultative support, and proactive insights and recommendations.
• Uses TD's systems and tools to engage with customers to acquire and deepen relationships by providing advice and guidance to attract and retain customers.
• 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.
• Serves the customer, on both the teller line and platform, as needed, handling 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 partner/retail to retail referral leads or campaign leads, conducting outbound calls, relaying SMS, setting and/or hosting appointments, and lead prioritization.

Requirements

• High school diploma or GED.
• One year experience working with customers in any capacity, preferably demonstrated 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.

Skills

• Customer Service Skills
• Financial Product Knowledge
• Microsoft Office Proficiency
• Notary License (preferred)

Benefits

TD offers a competitive 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 range for this role is $23.75 - $31.00 USD per hour.

Schedule

The role operates during operating hours, which may include evenings, weekends, and holidays as scheduled.