The Banking Associate plays a crucial role at a TD Bank store location, responsible for accurately processing daily banking transactions and offering customers advice and educational support on various financial products, services, and tools to help them achieve their financial goals. The role focuses on building customer relationships, understanding their financial needs, and providing solutions or referrals to appropriate experts.
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 by building trust with educational content and tools, providing consultative support, and offering proactive insights and recommendations.,Utilize TD's systems and tools to engage with customers to acquire and deepen relationships.,Understand customer financial needs to identify opportunities for promoting products and services or referring to internal partners.,Accurately complete everyday banking transactions on the teller line or platform.,Service customers with opening/closing personal deposit accounts, managing debit/credit card issues, and assisting with mobile and online banking.,Connect with customers, provide financial advice, and deepen relationships through lead management activities (self-generated, referrals, campaigns, customer outreach, 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 and engage in lobby leadership as a first point of contact for inquiries and resolutions.,Understand and support the Bank's customer service strategy.,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 TD Code of Conduct, internal/external audit, and regulatory requirements.,Accurately process cash/deposit/withdrawal transactions and other account servicing requests.,Ensure compliance with regulations like the Bank Secrecy Act and Patriot Act.,Apply customer authentication principles and due diligence to new account openings and transactions.,Maintain cash limits, secure cash drawers/stations, and balance cash drawers.,Contribute to a positive work environment, participate in personal performance and development, and act as a brand champion.,Collaborate with team members, seek opportunities to improve work delivery, and take ownership of career development.,Adhere to TD's Shared Commitments and model quality service.
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.,Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.,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
20 hours/week
Ability to work during operating hours, including 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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