The Banking Associate is a professional role focused on delivering TD's brand promise at a store location. Key responsibilities include accurately processing daily banking transactions, offering advice, and educating customers on various services, products, and tools to help them achieve financial goals. The role requires performing diverse tasks within the store, such as opening new accounts, engaging with customers to deepen relationships, identifying financial needs, and referring to appropriate specialists. Associates will service customers both on the teller line and platform, handling account management, debit/credit card issues, and digital banking support.
Accurately complete everyday banking transactions and provide advice and educational support on services, products, and tools.,Perform tasks across multiple store areas, including processing transactions and opening new accounts.,Build trust, provide consultative support, and offer proactive insights to customers.,Utilize TD's systems and tools to engage with customers to acquire and deepen relationships.,Understand customer financial needs to promote products/services or refer to appropriate team members.,Service customers on both the teller line and platform, managing personal deposit accounts, debit/credit card issues, regulation E, mobile, and online banking.,Connect with customers, provide financial advice, and deepen relationships through lead management activities, customer outreach, and appointments.,Consistently provide legendary customer service.,Establish and nurture customer relationships through product knowledge and active listening.,Manage client meeting wait times.,Engage in lobby leadership and act as a primary contact for customer inquiries and resolutions.,Understand and support the Bank's customer service strategy.,Ensure tasks are performed within established policies 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, responding promptly to requests and findings.,Maintain appropriate records of action plans.,Ensure compliance with company guidelines and regulations (e.g., Bank Secrecy Act, Patriot Act) during operational activities.,Accurately process cash/deposit/withdrawal transactions and other account servicing requests.,Process everyday transactions such as opening/closing accounts, depositing checks, reordering debit cards, and updating addresses.,Apply customer authentication principles, compliance regulations, and due diligence.,Accurately and efficiently perform transactions, manage cash drawers, maintain cash limits, and secure/balance cash drawers.,Follow policy and procedure for Customer Authentication and act as Dual Control agent when required.,Follow all required open/close procedures.
High school diploma or GED,1 year experience working with customers (preferred, can be demonstrated through volunteering, education, or military experience),Demonstrated Customer Service skills (preferred),Ability to work during operating hours, including 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 able 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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