Banking Associate

3 weeks ago


Naples, Florida, United States TD Bank Full time

Job Summary: As a Banking Associate at TD Bank, you will be responsible for performing a wide range of tasks across multiple areas within a Store location. This includes processing customer transactions, opening new accounts, and educating customers on all banking products and services. You will also deliver end-to-end advice to customers, utilize TD's systems and tools to engage with customers, and 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.

Key Responsibilities:

  • Process customer transactions on the teller line or on the platform.
  • Open new accounts and educate customers on all banking products and services.
  • Deliver end-to-end advice to customers.
  • Utilize TD's systems and tools to engage with customers.
  • 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.

Requirements:

  • Accurately complete everyday banking transactions.
  • Understand customer financial needs.
  • Utilize TD's systems and tools.


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