Banking Associate

1 week ago

Springfield, United States TD Bank Group Full time
Work Location:
Springfield, Massachusetts, United States of America

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:
Personal & Commercial Banking
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.

Depth & Scope:
  • 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
Education & Experience:
  • 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
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 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
  • 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
  • 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
  • Actively seeks opportunities to improve delivery of work with high attention to quality standards
  • Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
  • Positively embraces change
  • Adheres and participates in TD's Shared Commitments
  • Models 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 - Continuous
  • Performing multiple tasks - Continuous
  • Operating standard office equipment - Continuous
  • Responding quickly to sounds - Occasional
  • Sitting - Frequent
  • Standing - Frequent
  • Walking - Frequent
  • Moving safely in confined spaces - Occasional
  • Lifting/Carrying (under 25 lbs.) - Occasional
  • Lifting/Carrying (over 25 lbs.) - Never
  • Squatting - Occasional
  • Bending - Occasional
  • Kneeling - Occasional
  • Crawling - Never
  • Climbing - Never
  • Reaching overhead - Never
  • Reaching forward - Occasional
  • Pushing - Never
  • Pulling - Never
  • Twisting - Never
  • 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


The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:
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. 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

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. Learn more

Additional Information:
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.

Accommodation

If you are an applicant with a disability and need accommodations to complete the application process, email the 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 application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

  • Banking Associate

    4 weeks ago

    Springfield, Illinois, United States OakStar Bank Full time

    Job SummaryThe Banking Associate will be responsible for performing routine branch and customer services duties at OakStar Bank. This role requires a high level of customer service skills, cash handling expertise, and the ability to work in a fast-paced environment.Key ResponsibilitiesAccepts retail and commercial checking and savings deposits, processes...

  • Digital Banking Specialist

    1 month ago

    Springfield, MO , USA, United States Quad City Bank & Trust Full time

    Digital Banking Specialist Job DescriptionThis role is responsible for providing product support duties and assisting Treasury Management and the Bank Solutions Technology Product Managers, as directed.The ideal candidate will have an Associate degree in finance/accounting or an equivalent combination of commercial online banking support experience and/or...

  • Part Time Float Bank Representative

    4 weeks ago

    Springfield, Illinois, United States INB National Association Full time

    Job DescriptionExciting Opportunity at INB National Association: Become a TellerWe're seeking enthusiastic individuals to join our team of INB Tellers. If you're passionate about finance, customer service, and creating meaningful connections, this role is perfect for you.Your Role:As a Teller with us, you'll be the friendly face that our customers look...

  • Accounting Associate II

    5 months ago

    Springfield, United States Springfield College Full time

    Description Under the general direction of the Assistant Controller, the Accounting Associate II is responsible for preparing various financial reports, analyses, complex reconciliations, reviewing the Accounting Associate I’s journal entry preparation and data entry accuracy for various types of journal entries, the monitoring and drawdown of...

  • Customer Service Associate

    3 weeks ago

    Springfield, Illinois, United States Great Southern Bancorp Full time

    At Great Southern Bancorp, the Customer Service Associate plays a pivotal role in enhancing customer satisfaction by providing accurate and timely responses to account-related inquiries.Key responsibilities include:Assessing customer needs and gathering relevant information to resolve issuesProviding clear and concise answers to general account-related...

  • Customer Service Associate

    4 weeks ago

    Springfield, Illinois, United States Great Southern Bancorp Full time

    Key Responsibilities:As a Customer Service Associate at Great Southern Bancorp, you will be the initial point of contact for our customers, assessing their needs and providing general account-related information. You will also gather relevant details to resolve customer issues efficiently.Essential Skills:Excellent communication and problem-solving...

  • Cash Management Associate

    3 weeks ago

    Springfield, Massachusetts, United States MGM Resorts International Full time

    About the Job:MGM Resorts International seeks a skilled Cash Management Associate to join our team. In this role, you will be responsible for processing monetary transactions and exchanges with guests. You will provide exceptional customer service, work effectively in a fast-paced environment, and maintain accurate records of transactions.Key...

  • Retail Sales Associate for Art Materials

    4 weeks ago

    Springfield, Illinois, United States Plaza Artist Materials Full time

    Job SummaryPlaza Artist Materials is seeking a highly motivated and customer-focused Sales Associate to join our team. As a Sales Associate, you will be responsible for providing excellent customer service, selling art materials, and designing custom framing.Responsibilities:* Provide exceptional customer service and assist customers with product purchasing*...

  • Financial Institutions Tax Manager

    1 week ago

    Springfield, United States Crowe Full time

    Your Journey at Crowe Starts Here: At Crowe, you can build a meaningful and rewarding career. With real flexibility to balance work with life moments, you're trusted to deliver results and make an impact. We embrace you for who you are, care for your well-being, and nurture your career. Everyone has equitable access to opportunities for career growth and...

  • Associate Accounting Professional

    2 weeks ago

    Springfield, Illinois, United States FORVIS Full time

    Are you passionate about solving problems and providing excellent client service? As an Associate in our Healthcare Outsourced Accounting Services group, you will be a valued member of our team and build relationships with our outsourcing clients.This position offers a unique opportunity for career development and advancement in a growing firm. To succeed,...

  • Sales Associate- Lane Bryant

    1 month ago

    Springfield, United States Knitwell Group Full time

    About usOur founder, Lena Bryant didn't set out to change fashion forever, but that's exactly what she did. 120 years later, Lane Bryant remains the iconic plus-size brand. Empowering women is kind of our thing. Our inclusive community of customers and associates champions the acceptance of all sizes, shapes, and people. If you believe in the power of...

  • Accounting Associate

    1 month ago

    Springfield, Illinois, United States FORVIS Full time

    Job SummaryWe are seeking a highly skilled and detail-oriented Accounting Associate to join our Healthcare Outsourced Accounting Services team. As a key member of our team, you will be responsible for providing exceptional client service, coordinating work for our clients, and contributing to the growth and success of our firm.Key ResponsibilitiesGeneral...

  • Accounting Associate II

    1 month ago

    Springfield, Illinois, United States Springfield College Full time

    Job SummarySpringfield College is seeking a highly skilled Accounting Associate II to join our team. This role will be responsible for preparing various financial reports, analyzing financial data, and monitoring general ledger accounts.Key ResponsibilitiesPrepare and analyze financial reports, including balance sheets, income statements, and cash flow...

  • Accounting Associate II

    4 weeks ago

    Springfield, Illinois, United States Springfield College Full time

    Job SummaryThe Accounting Associate II is a key member of the Accounting Office at Springfield College, responsible for preparing various financial reports, analyzing financial data, and monitoring general ledger accounts. This role requires strong analytical and problem-solving skills, as well as the ability to work independently and as part of a team.Key...

  • Manager, Associate Underwriting

    4 months ago

    Springfield, United States American National Full time

    Manager, Associate UnderwritingThis position is responsible for the daily operation of an assigned team of associate underwriters and support personnel; the team is assigned to a manager based on functional responsibilities. This position manages the performance of the team to ensure the delivery of exceptional service to American National agents and...

  • Sales Associate- Lane Bryant

    2 months ago

    Springfield, United States Knitwell Group Full time

    About us Our founder, Lena Bryant didn't set out to change fashion forever, but that's exactly what she did. 120 years later, Lane Bryant remains the iconic plus-size brand. Empowering women is kind of our thing. Our inclusive community of customers and associates champions the acceptance of all sizes, shapes, and people. If you believe in the power of...

  • Float Client Service Specialist

    2 months ago

    Springfield, United States Umpqua Bank Full time

    DescriptionAbout Us:Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets under...

  • Branch Supervisor

    2 weeks ago

    Springfield, United States Umpqua Bank Full time

    Branch Supervisor Retail Banking Group Springfield, Oregon Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It’s an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading...

  • Branch Banker Teller-Farmer's Park

    3 months ago

    Springfield, United States Guaranty Bank Full time

    Make $16.50 per hour starting out!Join our growing team today and enjoy growth and progression, great culture, and competitive benefits!Required Availability: Mon - Fri 8:15am-5:45pm; Rotating Saturdays (up to 3 per month) 8:30am - 12:15pm*This position is full time and will work 40 hours per week* Be a part of a community-centered bank. We have been serving...

  • Commercial Loan Support Specialist III

    5 months ago

    Springfield, United States Umpqua Bank Full time

    Description About Us: Umpqua Bank is headquartered in the Pacific Northwest with 5,000+ employees and offers banking services to customers throughout the nation. It's an especially exciting time to join our team as, following the recent merger with Columbia Bank, we have grown to become a leading western-based regional bank with more than $50B in assets...