The Banking Associate at TD Bank plays a crucial role in delivering the bank's brand promise at a store location. This position is responsible for accurately processing daily banking transactions and offering advice, education, and support on various services, products, and tools to help customers achieve their financial objectives.
Perform a wide range of tasks including processing customer transactions, opening new accounts, and educating customers on banking products and services.,Deliver end-to-end advice, build trust, provide consultative support, and offer proactive insights and recommendations.,Utilize TD's systems and tools to engage with customers, acquire and deepen relationships by providing advice and guidance.,Understand customer financial needs to identify opportunities to promote products, services, or refer to appropriate team members.,Accurately complete everyday banking transactions on the teller line or platform, uncovering financial needs and educating on products.,Service customers with opening/closing personal deposit accounts, debit/credit card issues, regulation E, mobile and online banking.,Connect with customers, provide financial advice, and deepen relationships through lead management activities.,Consistently provide legendary customer service.,Establish and nurture customer relationships through product knowledge and active listening.,Manage wait times, engage in lobby leadership, and serve as the first point of contact for customer inquiries and resolutions.,Understand and support the Bank's customer service strategy.,Drive referrals to store colleagues and partners for complex financial needs.,Ensure tasks are performed within established policy and procedures.,Successfully complete all required job-specific, compliance-related training.,Understand, utilize, and follow compliance/risk and control programs.,Ensure ongoing compliance with internal/external audit and regulatory requirements.,Provide prompt and comprehensive responses to all external audit, regulator, and compliance requests and findings.,Maintain appropriate records of action plans.,Ensure compliance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act.,Accurately process cash/deposit/withdrawal transactions and other account servicing requests.,Decision and process everyday transactions like opening/closing accounts, depositing checks, reordering debit cards, or updating addresses.,Ensure compliance with all regulations, policies, and procedures, adhering to controls, critical dates, and accurate documents.,Apply customer authentication principles, compliance regulations, and due diligence to new account openings and transactions.,Accurately and efficiently perform transactions, accountable for cash drawers, maintaining cash limits, and securing stations.,Follow policy and procedure for Customer Authentication.,Act as Dual Control agent when required.,Follow all required open/close procedures.,Contribute to a positive work environment by aligning with TD Model, Brand, and Culture.,Be an active participant in personal performance and development activities.,Act as a brand champion both internally and externally.,Collaborate with team members to contribute to team and organizational success.,Actively seek opportunities to improve work delivery with high attention to quality standards.,Take ownership of own career and aspirations, seeking diverse feedback for continuous development.,Positively embrace change.,Adhere and participate in TD's Shared Commitments.,Model quality service at every customer interaction.,Be engaged in advancing and sustaining an inclusive culture.,May train and act as a mentor to newer colleagues.
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, 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.
High school diploma or GED
40 hours/week, to include evenings, weekends and holidays as scheduled
Ability to work during operating hours including evenings, weekends, and holidays; 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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