The Banking Associate is a banking professional responsible for delivering TD’s brand promise at a store location. This role involves accurately completing everyday banking transactions and providing customers with advice and educational support on services, products, and tools to help them achieve their financial goals. Key activities include processing customer transactions, opening new accounts, and educating customers on banking offerings.
Perform a wide range of tasks including processing customer transactions and opening new accounts.,Educate customers on all banking products and services.,Utilize TD's systems and tools to engage with customers to acquire and deepen relationships by providing advice and guidance.,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 for opening/closing personal deposit accounts, debit card/credit card issues, regulation E, and mobile/online banking.,Connect with customers, provide financial advice, and deepen relationships through lead management activities.,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 and engage in lobby leadership as the first point of contact for customer inquiries and resolutions.,Ensure tasks are performed within established policy and procedures and complete all required job-specific and compliance-related training.,Ensure compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act.,Accurately 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 as accountable for cash drawers, including maintaining cash limits and securing cash drawers/stations.,Follow policy and procedure for Customer Authentication and act as a Dual Control agent when required.
High school diploma or GED.,1 year experience working with customers in any capacity (volunteering, education, military experience preferred).,Demonstrated Customer Service skills preferred.,Teller experience preferred.,Required to complete Teller training and part 1 of platform training upon hire.,Proficient in Microsoft Office.,Notary License preferred.
High school diploma or GED
40 hours/week
Domestic Travel – Occasional, Ability to work during operating hours to include 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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