TD Bank
Banking Associate (Part Time) - Waterbury, CT (Waterbury Downtown)
TD Bank, Waterbury, Connecticut, United States, 06706
Banking Associate
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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate holds a high school diploma or GED. They have 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. The Banking Associate consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers. They establish and nurture 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. They manage wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings. They engage in lobby leadership and represents the first point of contact for customer inquiries and helps to 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. They understand and support the Bank's customer service strategy. They consider the impact of decisions on the well-being of TD, its customers and stakeholders. They drive referrals to Store colleagues and partners to support the broader more complex financial needs of customers. They ensure tasks are performed within established policy and procedures. They successfully complete all required job specific, compliance-related training. They understand, utilize and follow compliance/risk and control programs. They ensure ongoing compliance with internal/external audit and regulatory requirements. They are knowledgeable of and complies with TD Code of Conduct. The Banking Associate 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. They accurately process cash/deposit/withdrawal transactions and other account servicing requests. They make 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. They ensure compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents. They apply customer authentication principles, compliance regulations and due diligence to new account openings and transactions. They accurately and efficiently perform transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR. They follow policy and procedure for Customer Authentication. They act as Dual Control agent when required. They follow all required open/close procedures. The Banking Associate contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team. They be an active participant in personal performance and development activities. They act as a brand champion both internally and externally. They collaborate with team members in contributing to the success of the team and organization. They partners as a team player. They actively seeks opportunities to improve delivery of work with high attention to quality standards. They actively takes ownership of own career and aspirations. They positively embraces change. They adheres and participates in TD's Shared Commitments. They models quality service at every Customer interaction. They be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience. They 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 TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing
and so will you. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD
and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 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,
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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate 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. The Banking Associate holds a high school diploma or GED. They have 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. The Banking Associate consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers. They establish and nurture 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. They manage wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings. They engage in lobby leadership and represents the first point of contact for customer inquiries and helps to 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. They understand and support the Bank's customer service strategy. They consider the impact of decisions on the well-being of TD, its customers and stakeholders. They drive referrals to Store colleagues and partners to support the broader more complex financial needs of customers. They ensure tasks are performed within established policy and procedures. They successfully complete all required job specific, compliance-related training. They understand, utilize and follow compliance/risk and control programs. They ensure ongoing compliance with internal/external audit and regulatory requirements. They are knowledgeable of and complies with TD Code of Conduct. The Banking Associate 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. They accurately process cash/deposit/withdrawal transactions and other account servicing requests. They make 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. They ensure compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents. They apply customer authentication principles, compliance regulations and due diligence to new account openings and transactions. They accurately and efficiently perform transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR. They follow policy and procedure for Customer Authentication. They act as Dual Control agent when required. They follow all required open/close procedures. The Banking Associate contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team. They be an active participant in personal performance and development activities. They act as a brand champion both internally and externally. They collaborate with team members in contributing to the success of the team and organization. They partners as a team player. They actively seeks opportunities to improve delivery of work with high attention to quality standards. They actively takes ownership of own career and aspirations. They positively embraces change. They adheres and participates in TD's Shared Commitments. They models quality service at every Customer interaction. They be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience. They 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 TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues. TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing
and so will you. Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD
and we're committed to helping you identify opportunities that support your goals. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. 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,