The Banking Associate at TD Bank is responsible for delivering excellent customer service at a branch location by accurately processing daily banking transactions and providing advice on products, services, and tools to help customers achieve their financial goals. This role involves opening new accounts, educating customers on banking options, and proactively engaging with customers to deepen relationships.
Perform a wide range of tasks including processing customer transactions and opening new accounts.,Provide end-to-end advice, building trust with educational content, offering consultative support, and proactive insights.,Utilize TD's systems and tools to acquire and deepen customer relationships.,Understand customer financial needs to identify opportunities for products, services, or referrals.,Accurately complete everyday banking transactions and service customers on both the teller line and platform.,Handle various customer service needs including opening/closing personal deposit accounts, debit/credit card issues, and digital banking support.,Engage in lead management activities, including self-generated leads, referrals, and customer outreach.,Consistently provide legendary customer service.,Establish and nurture customer relationships by demonstrating product knowledge and actively listening.,Manage wait times for bankers and engage in lobby leadership.,Understand and support the Bank's customer service strategy.,Drive referrals to colleagues and partners.,Ensure tasks are performed within established policy and procedures.,Successfully 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.,Provide prompt and comprehensive responses to all external audit, regulator, and compliance requests.,Maintain appropriate records of action plans.,Ensure compliance with company guidelines and regulations like the Bank Secrecy Act and Patriot Act.,Accurately process cash/deposit/withdrawal transactions and other account servicing requests.,Process everyday transactions such as opening/closing accounts, depositing checks, reordering debit cards, or updating addresses.,Apply customer authentication principles, compliance regulations, and due diligence to new account openings and transactions.,Accurately and efficiently perform transactions accountable for cash drawers.,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.,Be an active participant in personal performance and development activities.,Act as a brand champion.,Collaborate with team members.,Actively seek opportunities to improve delivery of work.,Take ownership of own career and aspirations.,Embrace change positively.,Adhere and participate in TD's Shared Commitments.,Model quality service at every Customer interaction.,Be engaged in advancing and sustaining an inclusive culture.
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.,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
30 hours/week
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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