The Banking Associate is a professional banking role at a TD Bank store location. This position focuses on accurately completing everyday banking transactions, offering advice, and providing educational support on services, products, and tools to help customers achieve their financial goals. It involves building customer trust, offering consultative support, and advocating for customers through proactive insights and recommendations. The associate will utilize TD's systems to engage with customers, identify financial needs, and promote products and services or refer to appropriate experts.
Perform a wide range of tasks across multiple areas within a store location, including processing customer transactions and opening new accounts.,Educate customers on all banking products and services.,Deliver end-to-end advice by building trust, providing consultative support, and offering proactive insights.,Utilize TD's systems and tools to acquire and deepen customer relationships.,Understand customer financial needs to identify opportunities for promotion or referral to internal partners.,Accurately complete everyday banking transactions on both the teller line and platform.,Service customers with opening/closing personal deposit accounts, managing debit/credit card issues, handling Regulation E, and supporting mobile/online banking.,Connect with customers, provide financial advice, and deepen relationships through lead management activities, including self-generated leads, partner referrals, customer outreach, and appointment setting.
High school diploma or GED.,1 year experience working with customers in any capacity (volunteering, education, military experience preferred).,Demonstrated Customer Service skills preferred.,Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.,Teller experience preferred.,Required to complete Teller training and part 1 of platform training upon hire.,Strong organization skills to handle multiple tasks in a fast-paced environment.,Excellent communication skills (concise, clear, 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.
High School Diploma or GED
20 hours/week, ability to work evenings, weekends, and holidays
Must be willing to work evenings, weekends, and holidays. Required to complete Teller training and part 1 of platform training upon hire. Occasional domestic travel.
The Toronto-Dominion Bank and its subsidiaries are collectively known as TD Bank Group, one of the largest banks in North America. TD provides a wide range of personal, commercial, and investment banking products and services to over 27 million customers globally. Headquartered in Toronto, Canada, the bank operates through key segments including Canadian Retail, U.S. Retail, and Wholesale Banking.
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