Current jobs related to Banking Associate - Clinton - CFA Institute
-
Internal Controls Associate
3 months ago
Clinton, United States Unity Bank Full timeJob DescriptionJob DescriptionPosition SummaryThe Internal Controls Associate will be responsible for assisting in all aspects of the Company's Sarbanes-Oxley ("SOX") controls including analyzing, documenting, monitoring, and confirming execution. Essential FunctionsResponsible for the following functions:Maintain the inventory of SOX controls and assist...
-
Personal Banker Associate I- BENCH
7 days ago
Clinton, United States Fifth Third Full timeMake banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations...
-
Personal Banker Associate I- BENCH
2 months ago
Clinton Twp, United States Fifth Third Full timeMake banking a Fifth Third better We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank. GENERAL FUNCTION: Selected candidates are intended to become a Retail Personal Banker I after completing a 4-8 week on-boarding and education program that includes rotations in operations and...
-
Client Service Associate
1 week ago
Port Clinton, Ohio, United States First National Bank Full timeJob Type: Full-time Position Overview:The role of the Client Service Associate is to warmly welcome clients, establish rapport, and deliver exceptional service while executing account transactions. All team members are expected to uphold professionalism, conduct business ethically, avoid conflicts of interest, and prioritize the best interests of our clients...
-
Plant Associate
3 months ago
Clinton, United States Stericycle Full timeNow Offering $2,000 Sign-On and Retention Bonus About Us: Stericycle is a U.S. based business-to-business services company and leading provider of compliance-based solutions that protects people and brands, promotes health and well-being, and safeguards the environment. Since our founding over 30 years ago, we have grown from a small start-up in medical...
-
Operations Executive
1 week ago
Clinton, Missouri, United States Hawthorn Bank Full timePosition Overview:As the Director of Banking Operations, you will oversee the daily execution of operational functions, critical processes, and administrative activities related to retail and commercial electronic deposits and payment systems.Key Responsibilities:- Direct the daily operations of a high-profile, multi-functional operations department.- Manage...
-
Operations Executive
4 days ago
Clinton, Missouri, United States Hawthorn Bank Full timePosition Overview:As the Operations Executive, you will oversee the daily execution of operational functions, critical processes, and administrative activities related to retail and commercial electronic deposits and payment solutions.Key Responsibilities:- Direct the daily operations of a high-profile, multi-functional department.- Manage processing teams...
-
Operations Executive
3 days ago
Clinton, Missouri, United States Hawthorn Bank Full timePosition Overview:As the Director of Operational Excellence at Hawthorn Bank, you will oversee the daily execution of operations, critical processes, and administrative functions related to retail and commercial electronic deposits and payment systems.Key Responsibilities:- Lead the daily functions of a high-profile, multi-faceted operations department.-...
-
Staff Accountant I
3 months ago
Clinton, United States Unity Bank Full timeJob DescriptionJob DescriptionPosition SummaryResponsible for the Bank's general accounting functions and preparation of internal management and board reports, as well as SEC Filings.Essential FunctionsResponsible for the following Finance department functions:Prepare month-end close activity within Fiserv Prologue, including but not limited...
-
Residential Lending Specialist
3 days ago
Clinton, New Jersey, United States Unity Bank Full timeJob OverviewPosition SummaryThe Mortgage Financing Advisor plays a crucial role in fostering and expanding lucrative residential lending connections. This position involves the origination and pre-qualification of mortgage loans, ensuring adherence to established goals, compliance with relevant policies and procedures, and addressing customer requirements...
-
Senior Staff Accountant
3 months ago
Clinton, United States Unity Bank Full timePosition Summary Responsible for the preparation of internal management and board reports external regulatory and SEC filings, internal control monitoring in addition to assisting with department oversight and projects. Essential Functions Responsible for the following Finance department functions: Prepare and analyze monthly financial statements for the...
-
Senior Staff Accountant
3 months ago
Clinton, United States Unity Bank Full timeJob DescriptionJob DescriptionPosition SummaryResponsible for the preparation of internal management and board reports external regulatory and SEC filings, internal control monitoring in addition to assisting with department oversight and projects. Essential FunctionsResponsible for the following Finance department functions:Prepare and analyze monthly...
-
Business Development Officer
3 months ago
Clinton, United States Unity Bank Full timeJob DescriptionJob DescriptionPosition SummaryThis role is responsible for providing advice and valuable financial solutions to complex Business Banking clients and prospects. Key responsibilities of the role include serving as the primary point of contact / trusted advisor acquiring, deepening and maintaining profitable relationships.Essential...
-
SBA Business Development Executive
3 months ago
Clinton, United States Unity Bank Full timeJob DescriptionJob DescriptionPosition SummaryThe SBA Business Development Executive develops contacts and generates leads to sell SBA loan products to potential and existing customers. The incumbent screens and evaluates new loan requests, packages the required loan documentation, and completes the initial draft of loan proposals for submission to the...
-
Residential Mortgage Loan Officer
3 months ago
Clinton, United States Unity Bank Full timeJob DescriptionJob DescriptionPosition SummaryThe Mortgage Loan Officer is responsible for managing and growing profitable residential lending relationships. The incumbent will be responsible for originating and pre-qualifying mortgage loans, ensuring that goals are met, adhering to all applicable policies and procedures , and satisfying customer...
-
Credit Analyst II
3 months ago
Clinton, United States Unity Bank Full timeJob DescriptionJob DescriptionPosition SummaryThe Credit Analyst II is responsible for the quantitative and qualitative analysis of applicants' requests for commercial loans. The incumbent will assess the character, capacity, capital, collateral, and conditions of loan requests and will prepare the credit proposal packages recommending the appropriate...
-
Credit Analyst II
1 month ago
Clinton, United States Unity Bank Full timePosition Summary The Credit Analyst II is responsible for the quantitative and qualitative analysis of applicants' requests for commercial loans. The incumbent will assess the character, capacity, capital, collateral, and conditions of loan requests and will prepare the credit proposal packages recommending the appropriate product and loan structure to...
-
Part-Time Checkout Associate
2 days ago
Clinton, Tennessee, United States Myugo Full timeJob Title: Cashier SUMMARYDeliver precise, prompt, and courteous checkout service to customers; engage in stocking and various assigned tasks; operate the cash register to accurately process customer purchases in a retail environment while fostering a positive atmosphere.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Additional responsibilities...
-
Part-Time Checkout Associate
2 days ago
Clinton, Tennessee, United States Myugo Full timeJob Title: Cashier SUMMARYDeliver precise, prompt, and courteous checkout services to customers; undertake stocking and various assigned tasks; manage cash register operations to accurately record and total customer purchases in a retail grocery environment.ESSENTIAL DUTIES AND RESPONSIBILITIES include the following. Additional responsibilities may be...
-
Part-Time Checkout Associate
2 days ago
Clinton, Tennessee, United States Myugo Full timeJob Title: Cashier SUMMARYDeliver precise, efficient, and welcoming checkout services to customers; engage in stocking and other assigned responsibilities; operate the cash register to accurately record and total customer purchases in a retail environment while fostering the overall well-being of the store.ESSENTIAL DUTIES AND RESPONSIBILITIES include the...
![CFA Institute](https://media.trabajo.org/img/noimg.jpg)
Banking Associate
1 month ago
Work Location:
Clinton, New Jersey
Hours:
30
Pay Details:
$23.25 - $30.00 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, geographic location, and other specific business and organizational needs. As TD puts career development at the forefront of our colleague experience, it is not typical for an individual to be hired at or near the top of the range for their role.
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:
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.
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.
#J-18808-Ljbffr