TD
Overview
Banking Associate - Topsfield, MA at TD Work Location: Topsfield, Massachusetts Hours: 40 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line Of Business:
Services bancaires personnels et commerciaux
Job Description
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.
Key Responsibilities 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: building trust with educational content & tools, providing consultative support, and 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, 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 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
Accountabilities
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by product knowledge and active listening
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Drives referrals to Store colleagues and partners to support broader financial needs
Ensures tasks are performed within established policy and procedures
Completes required job-specific, compliance-related training and follows compliance/risk and control programs
Maintains records of action plans and complies with audit and regulatory requirements
Adheres to TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance with Bank Secrecy Act and Patriot Act; processes cash/deposit/withdrawal transactions; handles account servicing requests
Performs everyday transactions and ensures proper documentation and controls
Employee/Team Accountabilities:
Contributes to a positive work environment; participates in performance and development activities; supports TD brand and culture; collaborates with team members; seeks opportunities to improve delivery and quality; supports diversity and inclusion initiatives
Physical Requirements
Refer to standard job descriptions. Physical demands include sedentary work, frequent standing and moving, and ability to handle standard office equipment.
Additional Information
TD is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.
Company
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales; Industries: Banking
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Banking Associate - Topsfield, MA at TD Work Location: Topsfield, Massachusetts Hours: 40 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line Of Business:
Services bancaires personnels et commerciaux
Job Description
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.
Key Responsibilities 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: building trust with educational content & tools, providing consultative support, and 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, 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 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
Accountabilities
Customer Accountabilities:
Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
Establishes and nurtures customer relationships by product knowledge and active listening
Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
Engages in lobby leadership and represents the first point of contact for customer inquiries and resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Drives referrals to Store colleagues and partners to support broader financial needs
Ensures tasks are performed within established policy and procedures
Completes required job-specific, compliance-related training and follows compliance/risk and control programs
Maintains records of action plans and complies with audit and regulatory requirements
Adheres to TD Code of Conduct
Shareholder Accountabilities:
Ensures compliance with Bank Secrecy Act and Patriot Act; processes cash/deposit/withdrawal transactions; handles account servicing requests
Performs everyday transactions and ensures proper documentation and controls
Employee/Team Accountabilities:
Contributes to a positive work environment; participates in performance and development activities; supports TD brand and culture; collaborates with team members; seeks opportunities to improve delivery and quality; supports diversity and inclusion initiatives
Physical Requirements
Refer to standard job descriptions. Physical demands include sedentary work, frequent standing and moving, and ability to handle standard office equipment.
Additional Information
TD is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.
Company
Seniority level: Entry level Employment type: Full-time Job function: Finance and Sales; Industries: Banking
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