Banking Associate - Westborough

About the role

The Banking Associate role is a professional position within TD's banking services. This role 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, acquiring and deepening relationships by providing advice and guidance to attract and retain customers.
• 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 like 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.
• 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
• Customer Relationship Management
• Problem Solving
• Time Management
• Decision Making

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 are typically 40 per week, with flexibility to work evenings, weekends, and holidays as scheduled.