TD Securities
Banking Associate (Part Time 20hr) - Maximo
TD Securities, St. Petersburg, Florida, United States, 33739
Banking Associate
Location:
St. Petersburg, Florida, United States of America
Hours:
20 hours per week
Pay:
$22.00 - $27.75 USD per hour. TD is committed to fair and equitable compensation and offers opportunities for progression.
Line Of Business:
Personal & Commercial Banking
Job Summary The Banking Associate delivers TD’s brand promise at a store location. The 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; including 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 online (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 (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 organizational 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.
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 consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral.
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 helps orchestrate the customer walk‑in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert.
Understands and supports the Bank's customer service strategy.
Considers the impact of decisions on the well‑being of TD, its customers and stakeholders.
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers.
Ensures tasks are performed within established policy and procedures.
Successfully completes all required job‑specific, compliance‑related training.
Understands, utilizes and follows compliance/risk and control programs.
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans.
Is knowledgeable of and complies with TD Code of Conduct.
Shareholder Accountabilities
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer.
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests.
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address.
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents.
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions.
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR.
Follows policy and procedure for Customer Authentication.
Acts as Dual Control agent when required.
Follows all required open/close procedures.
Employee/Team Accountabilities
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team.
Be an active participant in personal performance and development activities.
Act as a brand champion both internally and externally.
Collaborate with team members in contributing to the success of the team and organization.
Partner as a team player.
Actively seek opportunities to improve delivery of work with high attention to quality standards.
Actively take ownership of own career and aspirations. Seek out diverse feedback to continuously develop and enhance skills.
Positively embrace change.
Adhere and participate in TD's Shared Commitments.
Model quality service at every customer interaction.
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience.
May train and act as a mentor to newer colleagues.
Physical Requirements Never: 0%; Occasional: 1‑33%; Frequent: 34‑66%; Continuous: 67‑100%. Domestic Travel – Occasional International Travel – Never Performing sedentary work – Frequent Performing multiple tasks – Continuous Operating standard office equipment – Continuous Responding quickly to sounds – Continuous Sitting – Frequent Standing – Frequent Walking – Frequent Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Occasional Squatting – Occasional Bending – Occasional Kneeling – Occasional Crawling – Occasional Climbing – Occasional Reaching overhead – Occasional Reaching forward – Occasional Pushing – Occasional Pulling – Occasional Twisting – Occasional Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous. Additional statements describe general nature and level of work for ADA purposes.
About TD TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches/stores.
Our Total Rewards Package Base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards). Health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.
Additional Information We are committed to providing the support our colleagues need to thrive both at work and at home, including regular development conversations, training programs, and a competitive benefits plan.
Colleague Development Career development and performance conversations with your manager, access to an online learning platform, and mentoring programs to help unlock future opportunities.
Training & Onboarding We will provide training and onboarding sessions to ensure you have everything you need to succeed.
Interview Process We’ll reach out to candidates of interest to schedule an interview and communicate outcomes via email or phone.
Accommodation TD Bank 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 federal, state, or local 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. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
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Location:
St. Petersburg, Florida, United States of America
Hours:
20 hours per week
Pay:
$22.00 - $27.75 USD per hour. TD is committed to fair and equitable compensation and offers opportunities for progression.
Line Of Business:
Personal & Commercial Banking
Job Summary The Banking Associate delivers TD’s brand promise at a store location. The 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; including 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 online (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 (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 organizational 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.
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 consistently displaying product knowledge, actively listening to customer needs while engaging in additional conversations to identify any additional needs and offer a solution or partner referral.
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 helps orchestrate the customer walk‑in traffic and can be the first point of contact for customer resolution or to make appointments to see an expert.
Understands and supports the Bank's customer service strategy.
Considers the impact of decisions on the well‑being of TD, its customers and stakeholders.
Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers.
Ensures tasks are performed within established policy and procedures.
Successfully completes all required job‑specific, compliance‑related training.
Understands, utilizes and follows compliance/risk and control programs.
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans.
Is knowledgeable of and complies with TD Code of Conduct.
Shareholder Accountabilities
Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer.
Accurately processes cash/deposit/withdrawal transactions and other account servicing requests.
Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address.
Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents.
Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions.
Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR.
Follows policy and procedure for Customer Authentication.
Acts as Dual Control agent when required.
Follows all required open/close procedures.
Employee/Team Accountabilities
Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team.
Be an active participant in personal performance and development activities.
Act as a brand champion both internally and externally.
Collaborate with team members in contributing to the success of the team and organization.
Partner as a team player.
Actively seek opportunities to improve delivery of work with high attention to quality standards.
Actively take ownership of own career and aspirations. Seek out diverse feedback to continuously develop and enhance skills.
Positively embrace change.
Adhere and participate in TD's Shared Commitments.
Model quality service at every customer interaction.
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience.
May train and act as a mentor to newer colleagues.
Physical Requirements Never: 0%; Occasional: 1‑33%; Frequent: 34‑66%; Continuous: 67‑100%. Domestic Travel – Occasional International Travel – Never Performing sedentary work – Frequent Performing multiple tasks – Continuous Operating standard office equipment – Continuous Responding quickly to sounds – Continuous Sitting – Frequent Standing – Frequent Walking – Frequent Moving safely in confined spaces – Occasional Lifting/Carrying (under 25 lbs.) – Occasional Lifting/Carrying (over 25 lbs.) – Occasional Squatting – Occasional Bending – Occasional Kneeling – Occasional Crawling – Occasional Climbing – Occasional Reaching overhead – Occasional Reaching forward – Occasional Pushing – Occasional Pulling – Occasional Twisting – Occasional Concentrating for long periods of time – Continuous Applying common sense to deal with problems involving standardized situations – Continuous Reading, writing and comprehending instructions – Continuous Adding, subtracting, multiplying and dividing – Continuous. Additional statements describe general nature and level of work for ADA purposes.
About TD TD is one of the world's leading global financial institutions and the fifth largest bank in North America by branches/stores.
Our Total Rewards Package Base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards). Health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.
Additional Information We are committed to providing the support our colleagues need to thrive both at work and at home, including regular development conversations, training programs, and a competitive benefits plan.
Colleague Development Career development and performance conversations with your manager, access to an online learning platform, and mentoring programs to help unlock future opportunities.
Training & Onboarding We will provide training and onboarding sessions to ensure you have everything you need to succeed.
Interview Process We’ll reach out to candidates of interest to schedule an interview and communicate outcomes via email or phone.
Accommodation TD Bank 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 federal, state, or local 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. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
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