Banking Associate

4 days ago

Washington, Washington, D.C., 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:

  • Process customer transactions, open new accounts, and educate customers on all banking products and services.
  • Deliver end-to-end advice customers expect by building trust with educational content & tools, providing consultative support, and advocating with proactive insights & recommendations.
  • Utilize 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.
  • Understand 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 complete 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.

Requirements:

  • 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.

Working Conditions:

This role requires working in a fast-paced environment with multiple tasks and responsibilities. The ideal candidate will have strong organizational skills, excellent communication skills, and the ability to work independently and within deadlines.

Why Join TD Bank:

TD Bank is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. We deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. Our colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.

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