The Banking Associate is a professional role at a TD Bank store location, primarily responsible for accurately completing daily banking transactions and providing advice and educational support on services, products, and financial tools to help customers achieve their financial goals. This role emphasizes building customer trust, offering consultative support, and proactively providing insights and recommendations.
Perform a wide range of tasks across multiple areas within a Store location, including processing customer transactions, opening new accounts, and educating customers on banking products and services.,Deliver end-to-end advice: building trust with educational content & tools, providing consultative support, and advocating with proactive insights & recommendations.,Utilize TD's systems and tools to engage with Customers to acquire and deepen relationships.,Understand customer financial needs to identify opportunities to promote products, services, and/or refer to appropriate team members.,Accurately complete everyday banking transactions on the teller line or platform.,Service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking.,Connect with customers, provide financial advice, and deepen relationships through lead management activities (self-generated, partner/retail referrals, campaign leads, customer outreach, setting appointments).,Consistently provide legendary customer service while transacting, promoting, educating and referring TD Products.,Establish and nurture customer relationships by displaying product knowledge and actively listening.,Manage wait times for Bankers, engage in lobby leadership, and serve as the first point of contact for customer inquiries and resolution.,Drive referrals to Store colleagues and partners.,Ensure tasks are performed within established policy and procedures and complete all required job specific, compliance-related training.,Comply with internal/external audit and regulatory requirements (e.g., Bank Secrecy Act and Patriot Act).,Accurately process cash/deposit/withdrawal transactions and other account servicing requests.,Decision and process everyday transactions.,Apply customer authentication principles, compliance regulations, and due diligence.,Accurately and efficiently perform transactions, manage cash drawers, and balance cash.,Follow policy and procedure for Customer Authentication and act as Dual Control agent when required.,Follow all required open/close procedures.,Contribute to a positive work environment, participate in personal performance and development, act as a brand champion, and collaborate with team members.,Actively seek opportunities to improve delivery of work with high attention to quality standards.,Required to complete Teller training and part 1 of platform training upon hire.
High school diploma or GED,1 year experience working with customers in any capacity (preferred),Teller experience (preferred),Notary License (preferred)
High school diploma or GED
40 hours/week
Occasional domestic travel required,Must complete Teller training and part 1 of platform training upon hire,Ability to work during operating hours, including evenings, weekends, and holidays as scheduled
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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