TD
Overview
Banking Associate - 20 hours - Andover, MA (Main St). Join to apply for the Banking Associate role at TD. Work Location: Andover, Massachusetts, United States of America
Details
Hours: 20 Pay Details: $22.00 - $27.75 USD Line Of Business: Personal & Commercial Banking
Job Description
The Banking Associate is a banking professional who 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 TD’s 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, including processing customer transactions, opening new accounts, and educating customers on banking products and services. Delivers end-to-end advisory support: building trust with educational content and tools, providing consultative support, and proactive insights and recommendations. Uses TD systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to attract and retain customers. Understands customer financial needs to identify opportunities to promote and educate on products/services or refer to the appropriate team member. Completes everyday banking transactions on the teller line or platform while uncovering customer needs and educating on products and tools. Services customers on the teller line and platform, including opening/closing personal deposit accounts, daily transactions, debit/credit card issues, digital banking, and related services. Engages in lead management activities to create and manage self-generated leads and referrals, with outbound outreach and appointment setting.
Education & Experience
High school diploma or GED 1 year of experience working with customers in any capacity (volunteering, education, or military experience considered) Customer service skills preferred Ability to work during operating hours including evenings, weekends, and holidays Teller experience preferred; completion of Teller training and part 1 of platform training upon hire Strong organizational skills, ability to handle multiple tasks in a fast-paced environment Excellent communication skills; concise, clear, and consistent Problem-solving skills; ability to schedule and prioritize work; ability to work independently and meet deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License preferred
Customer Accountabilities
Provide legendary customer service while transacting, promoting, educating, and referring TD products to customers Build customer relationships with product knowledge and active listening; identify needs and offer solutions or referrals Manage wait times to schedule Banker meetings; support customer inquiries and resolutions Act as lobby lead and first point of contact for customer inquiries; facilitate appointments with experts as needed Support TD customer service strategy and compliance requirements Drive referrals to Store colleagues and partners to meet broader financial needs Ensure tasks comply with internal policies and procedures; complete required training Understand and follow compliance/risk and control programs; respond to audits and regulator requests; maintain action plans Comply with TD Code of Conduct
Shareholder Accountabilities
Follow policies and regulations (e.g., Bank Secrecy Act, Patriot Act) to minimize risk Process cash/deposit/withdrawal transactions and other account servicing requests Open/close accounts and perform servicing tasks; manage cash drawers within policy Ensure compliance with regulations, procedures, controls, and record-keeping; apply authentication principles Dual control when required; follow open/close procedures
Employee/Team Accountabilities
Contribute to a positive work environment aligned with TD’s model, brand, and culture Participate in performance and development activities; act as a brand ambassador Collaborate with team members; seek opportunities to improve quality and service Support career development, background feedback, and adapting to change Adhere to TD’s Shared Commitments and deliver quality service in customer interactions May train and mentor newer colleagues
Physical Requirements
Typical workplace requirements include sedentary work, frequent standing and walking, ability to lift up to 25 lbs, and other standard office duties. See original description for full details.
Additional Information
Who We Are: TD is a leading global financial institution with a focus on customer experience and growth opportunities for colleagues. Our Total Rewards package includes base salary, incentives, benefits, PTO, and development programs. TD is an equal opportunity employer. accommodations are available upon request.
Accommodation
TD Bank is an equal opportunity employer. If you need accommodations to complete the application process, please email USWAPTDO@td.com with your details.
Seniority level
Entry level
Employment type
Part-time
Job function
Finance and Sales
Industries
Banking
#J-18808-Ljbffr
Banking Associate - 20 hours - Andover, MA (Main St). Join to apply for the Banking Associate role at TD. Work Location: Andover, Massachusetts, United States of America
Details
Hours: 20 Pay Details: $22.00 - $27.75 USD Line Of Business: Personal & Commercial Banking
Job Description
The Banking Associate is a banking professional who 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 TD’s 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, including processing customer transactions, opening new accounts, and educating customers on banking products and services. Delivers end-to-end advisory support: building trust with educational content and tools, providing consultative support, and proactive insights and recommendations. Uses TD systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to attract and retain customers. Understands customer financial needs to identify opportunities to promote and educate on products/services or refer to the appropriate team member. Completes everyday banking transactions on the teller line or platform while uncovering customer needs and educating on products and tools. Services customers on the teller line and platform, including opening/closing personal deposit accounts, daily transactions, debit/credit card issues, digital banking, and related services. Engages in lead management activities to create and manage self-generated leads and referrals, with outbound outreach and appointment setting.
Education & Experience
High school diploma or GED 1 year of experience working with customers in any capacity (volunteering, education, or military experience considered) Customer service skills preferred Ability to work during operating hours including evenings, weekends, and holidays Teller experience preferred; completion of Teller training and part 1 of platform training upon hire Strong organizational skills, ability to handle multiple tasks in a fast-paced environment Excellent communication skills; concise, clear, and consistent Problem-solving skills; ability to schedule and prioritize work; ability to work independently and meet deadlines Sound judgment in decision making and problem solving Proficient in Microsoft Office Notary License preferred
Customer Accountabilities
Provide legendary customer service while transacting, promoting, educating, and referring TD products to customers Build customer relationships with product knowledge and active listening; identify needs and offer solutions or referrals Manage wait times to schedule Banker meetings; support customer inquiries and resolutions Act as lobby lead and first point of contact for customer inquiries; facilitate appointments with experts as needed Support TD customer service strategy and compliance requirements Drive referrals to Store colleagues and partners to meet broader financial needs Ensure tasks comply with internal policies and procedures; complete required training Understand and follow compliance/risk and control programs; respond to audits and regulator requests; maintain action plans Comply with TD Code of Conduct
Shareholder Accountabilities
Follow policies and regulations (e.g., Bank Secrecy Act, Patriot Act) to minimize risk Process cash/deposit/withdrawal transactions and other account servicing requests Open/close accounts and perform servicing tasks; manage cash drawers within policy Ensure compliance with regulations, procedures, controls, and record-keeping; apply authentication principles Dual control when required; follow open/close procedures
Employee/Team Accountabilities
Contribute to a positive work environment aligned with TD’s model, brand, and culture Participate in performance and development activities; act as a brand ambassador Collaborate with team members; seek opportunities to improve quality and service Support career development, background feedback, and adapting to change Adhere to TD’s Shared Commitments and deliver quality service in customer interactions May train and mentor newer colleagues
Physical Requirements
Typical workplace requirements include sedentary work, frequent standing and walking, ability to lift up to 25 lbs, and other standard office duties. See original description for full details.
Additional Information
Who We Are: TD is a leading global financial institution with a focus on customer experience and growth opportunities for colleagues. Our Total Rewards package includes base salary, incentives, benefits, PTO, and development programs. TD is an equal opportunity employer. accommodations are available upon request.
Accommodation
TD Bank is an equal opportunity employer. If you need accommodations to complete the application process, please email USWAPTDO@td.com with your details.
Seniority level
Entry level
Employment type
Part-time
Job function
Finance and Sales
Industries
Banking
#J-18808-Ljbffr