Banking Associate
1 month ago
United States of America
Hours:
40
Pay Details:
$23.25 - $30.00 USD
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.
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: (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.
- 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.
- 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 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.
- Understands and supports the Bank's customer service strategy.
- 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.
- 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.
- Acts as a brand champion both internally and externally.
- Collaborates with team members in contributing to the success of the team and organization.
- Partners as a team player.
- Models quality service at every Customer interaction.
TD is one of the world's 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. #J-18808-Ljbffr
-
Banking Associate
1 week ago
Boston, Massachusetts, United States TD Bank Full timeJob Summary:The Banking Associate is a key role in delivering TD's Brand promise at a store location. This position 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:• Perform a wide range...
-
Boston, Massachusetts, United States Citizens Bank Full timeJob Title: Investment Banking Associate, Corporate Finance, TransportationJoin Citizens Bank as an Investment Banking Associate in our Corporate Finance team, focusing on Transportation and Logistics. As a key member of our team, you will be responsible for providing financial expertise to clients in the transportation industry.Key Responsibilities:Assist in...
-
Investment Banking Associate – Technology M&A
2 weeks ago
boston, United States Add Talent Full timeWe are looking to recruit an Investment Banking Associate – Technology M&A. Our client is a boutique investment bank specializing in mergers and acquisitions (M&A) within the technology sector. They pride themselves in deep industry knowledge and personalized service, helping clients navigate complex transactions and achieve their strategic goals. As they...
-
Investment Banking Associate – Technology M&A
3 weeks ago
Boston, United States Add Talent Full timeWe are looking to recruit an Investment Banking Associate – Technology M&A. Our client is a boutique investment bank specializing in mergers and acquisitions (M&A) within the technology sector. They pride themselves in deep industry knowledge and personalized service, helping clients navigate complex transactions and achieve their strategic goals. As they...
-
Investment Banking Associate – Technology M&A
3 weeks ago
Boston, United States Add Talent Full timeWe are looking to recruit an Investment Banking Associate – Technology M&A. Our client is a boutique investment bank specializing in mergers and acquisitions (M&A) within the technology sector. They pride themselves in deep industry knowledge and personalized service, helping clients navigate complex transactions and achieve their strategic goals. As they...
-
Investment Banking Associate
2 days ago
Boston, United States Physician Growth Partners Full timeAbout Physician Growth Partners:Physician Growth Partners (PGP) is the leading sell-side investment banking/transaction advisory firm to healthcare providers throughout the country. The PGP team works alongside founders and ownership groups across multiple verticals within healthcare to deliver boutique, industry-leading merger and acquisition services. PGP...
-
Investment Banking Associate
17 hours ago
boston, United States Physician Growth Partners Full timeAbout Physician Growth Partners:Physician Growth Partners (PGP) is the leading sell-side investment banking/transaction advisory firm to healthcare providers throughout the country. The PGP team works alongside founders and ownership groups across multiple verticals within healthcare to deliver boutique, industry-leading merger and acquisition services. PGP...
-
Banking Associate
1 week ago
Boston, United States TD Bank Full timeTD Bank - JobID: R_1358809 [Bank Teller] As a Banking Associate at TD Bank, you'll perform 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; Delivering end-to-end advice customers expect; Utilizing TD's systems...
-
Director, Bank Strategy
1 month ago
Boston, United States Fidelity TalentSource LLC Full timeJob Description:The Corporate Treasury Bank Strategy & Technology Services team supports Fidelity Investments holding company, FMR LLC and its private equity and venture capital arm, Devonshire Investments (DI) on banking services including payment technology, internal and external credit facilities, and oversight of FMR s portfolio of minority investments...
-
Boston, Massachusetts, United States Aeris Partners Full timeAbout Aeris PartnersAeris Partners is a leading M&A investment bank serving high-growth technology markets. We advise top-tier private equity and venture capital firms, as well as entrepreneur-owned companies, on strategic mergers and acquisitions. Our team is known for its best-in-class approach to M&A execution, data-driven insights, and exceptional...
-
Boston, Massachusetts, United States Aeris Partners Full timeAbout Aeris PartnersAeris Partners is a leading M&A investment bank serving the software, SaaS, and high-growth technology markets. We advise top-tier technology-focused private equity and venture capital firms, as well as entrepreneur-owned companies, on strategic mergers and acquisitions. Our best-in-class approach to M&A execution, data-driven...
-
Banking Center and Float Team Manager
4 weeks ago
Boston, Massachusetts, United States The Cape Cod Five Cents Savings Bank Full timeJob SummaryThe Banking Center and Float Team Manager plays a pivotal role in leading the Bank's Float Team, while also supporting Retail Banking Centers in the absence of management. This position requires exceptional leadership, customer service, business development, and community relations skills.Key ResponsibilitiesLead the Float Team in delivering...
-
Banking Center and Float Team Manager
1 month ago
Boston, United States The Cape Cod Five Cents Savings Bank Full timeSUMMARY: The Banking Center & Float Team Manager leads the Bank's Float Team in addition to supporting Retail Banking Centers in the absence of management. The Banking Center & Float Team Manager will focus on providing leadership, delivering exceptional customer service, business development, and community relations. Responsibilities include exercising...
-
Senior Banking Professional
2 weeks ago
Boston, Massachusetts, United States Bank of America Full timeJob Title: Senior BankerAt Bank of America, we are committed to helping our clients achieve their financial goals through personalized service and expert guidance.Job Summary:This role is responsible for serving as the primary point of contact for financial center clients, providing exceptional client care, and connecting clients to specialists as needed.Key...
-
Consumer & Business Banking Regional Manager
1 month ago
Boston, United States Unavailable Full timeIntroduction Since 1973, East West Bank has served as a pathway to success. With over 120 locations across the U.S. and Asia, we are the premier financial bridge between the East and West. Our teams of experienced, multi-cultural professionals help guide businesses and community members on both sides of the Pacific looking to explore new markets and create...
-
Senior Portfolio Manager
2 weeks ago
Boston, Massachusetts, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled Senior Portfolio Manager to join our Middle Market Banking team at First Citizens Bank. As a key member of our team, you will be responsible for managing a portfolio of complex credit relationships and circumstances, ensuring adherence to regulatory and compliance guidelines.Key Responsibilities:Manage a portfolio...
-
Boston, Massachusetts, United States First Citizens Bank Full timeJob SummaryWe are seeking a highly skilled and experienced Vice President, Relationship Management, Global Fund Banking to join our team at First Citizens Bank. This is a hybrid role that requires regular time spent inside and outside of our Boston office.Key ResponsibilitiesSupport Relationship Managers in cultivating, acquiring, growing, and maintaining...
-
Medical Technologist
1 week ago
Boston, Massachusetts, United States HealthCare Connections, Inc. Full timeJob OpportunityHealthCare Connections, Inc. is seeking a skilled Medical Technologist to join their blood bank team at a prestigious teaching hospital in Boston.Key Responsibilities:Perform testing in various laboratory areas, including clinical chemistry, hematology, and transfusion services.Match computer orders with specimen labeling, sort specimens, and...
-
Senior Investment Banking Financial Analyst
5 months ago
Boston, United States TM Capital Corp Full timeJob Location: New York, Boston or Atlanta OfficeDuties and ResponsibilitiesAnalysts are an important part of our banking team. They conduct extensive industry research and analyze markets and major industry players - both financial and strategic - on a global basis to draw insights regarding trends, profit drivers, competitive positioning and growth...
-
Associate Attorney
3 weeks ago
Boston, United States NorthStar Search Partners Full timeOne of the stronger AM100 law firms is looking for an associate with commercial finance experience. Ideally, that experience includes representing bank and non-bank lenders and/or borrowers in transactions involving acquisition financing, working capital facilities, asset-based lending, and other types of financing. Strong writing, analytical, and...