The Banking Associate is a professional role at a TD Bank store location, responsible for accurately handling daily banking transactions and offering advice and educational support on products, services, and tools to help customers achieve their financial goals. This role focuses on building customer relationships, identifying financial needs, and referring to appropriate experts while ensuring a positive customer experience.
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 to customers, building trust and providing consultative support.,Utilize TD's systems and tools to engage with Customers, acquire, and deepen relationships.,Understand customer financial needs to identify opportunities for promoting products/services or referring to team members.,Accurately complete everyday banking transactions on the teller line or platform.,Service customers with opening/closing personal deposit accounts, debit/credit card issues, regulation E, and digital banking.,Connect with customers, provide financial advice, and deepen relationships through lead management activities and customer outreach.,Consistently provide legendary customer service.,Establish and nurture customer relationships by displaying product knowledge and actively listening.,Manage wait times for Bankers by scheduling/rescheduling appointments.,Engage in lobby leadership and act as the first point of contact for customer inquiries and resolutions.,Understand and support the Bank's customer service strategy.,Ensure tasks are performed within established policy and procedures.,Complete all required job-specific and compliance-related training.,Understand, utilize, and follow compliance/risk and control programs.,Ensure ongoing compliance with internal/external audit and regulatory requirements.,Process cash/deposit/withdrawal transactions and other account servicing requests.,Apply customer authentication principles, compliance regulations, and due diligence to new account openings and transactions.,Accurately and efficiently perform transactions and manage cash drawers.,Follow policy and procedure for Customer Authentication.,Act as a Dual Control agent when required.,Contribute to a positive work environment and align with TD Model, Brand, and Culture.,Be an active participant in personal performance and development activities.,Collaborate with team members.,Actively seek opportunities to improve work delivery with high attention to quality standards.,Actively take ownership of career development.,Embrace change positively.
High school diploma or GED,1 year experience working with customers (volunteering, education, military experience preferred),Demonstrated Customer Service skills preferred,Ability to work during operating hours to include evenings, weekends and holidays as scheduled,Teller experience preferred,Required to complete Teller training and part 1 of platform training upon hire,Notary License preferred
High school diploma or GED
20 hours/week
Must be willing to work evenings, weekends, and holidays as scheduled, 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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