Banking Associate

5 days ago

Naples, Florida, United States TD Bank Full time
Job 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:

• 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 by building trust with educational content and tools, providing consultative support, and advocating with proactive insights and 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 banking.

• Connects with customers, provides financial advice, and deepens relationships through lead management activities, including the creation and 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.

Requirements:

• High school diploma or GED.

• 1 year experience working with customers in any capacity, which can be demonstrated through volunteering, education, military experience, or other relevant experience.

• Demonstrated Customer Service skills preferred.

• Ability to work during operating hours, including 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 the 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.

Working Conditions:

This role requires working in a fast-paced retail banking environment, with frequent interaction with customers and colleagues. The successful candidate will be able to work effectively in a team environment, with a focus on delivering exceptional customer service and meeting sales targets.

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