The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help customers achieve their financial goals.
Depth & Scope:
Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
Utilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customer
Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experience
Accurately completes everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs and educating on products, services and tools or referring to the appropriate expert
Services the customer, on both the teller line and platform as needed, with the ability to service customers with opening/closing personal deposit accounts, everyday bank transactions, debit card/credit card issues, regulation E, mobile and on-line (digital) banking
Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated leads, the management of received partner/retail to retail referral leads or campaign leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization
Education & Experience:
High school diploma or GED
1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
Demonstrated Customer Service skills preferred
Ability to work during operating hours to include evenings, weekends and holidays as scheduled
Teller experience preferred
Required to complete Teller training and part 1 of platform training upon hire
Strong organization skills to handle multiple tasks in a fast-paced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problem-solving skills
Demonstrated ability to schedule and prioritize work
Demonstrated ability to work independently and within deadlines
Sound judgment in decision making and problem solving
Proficient in Microsoft Office
Notary License preferred
Job Title: Banking Associate
Location: Washington, District of Columbia, United States of America
Pay: $23.75 - $31.00 USD
Line of Business: Personal & Commercial Banking
USA Jobs...Teacher certification is required for this role. Candidate must hold a CE, CEAS, Limited CE, or Standard Certificate as a Teacher of Mathematics issued by the NJDOE. Grade 5-8 Math Extension is permitted for the Middle School role. Please only apply if certified....
We are looking for an English Teacher for a Private High Schoolbased in Beijing. This position is available from the upcoming 2026/27 academic... ...and correcting assessments, and writing reportcommentsCo-teach with fellow teachers and be prepared to develop andimprove school...
...Gotham West Studios is a creative production company specializing in high-quality storytelling across audio formats. We produce podcasts that are thoughtful, entertaining, and culturally relevantand we do it with a deep respect for creativity, collaboration, and the people...
...monitoring the patient's condition, administering medications, advising patients and their families on current prognosis, and providing support throughout the hospice process. Trustaff Job ID #954647. Pay package is based on 8 hour shifts and 40 hours per week (subject to...
...Job Type Part-time About the Role: At Happy Egg, our farmers are at the heart of everything we do. As a Farmer Relations Specialist , youll play a key role in expanding and maintaining our network of direct contract farmers. Youll be responsible for recruiting...