Banking Associate

3 weeks ago

Asheville, United States TD Bank, N.A. Full time

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 Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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 . 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

    Asheville, North Carolina, United States TD Bank Full time

    Key Responsibilities: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 be expected to deliver end-to-end advice to...

  • Bank Teller

    4 weeks ago

    Asheville, North Carolina, United States Park National Full time

    Job SummaryServe customers, prospective customers, and bank associates with professionalism and accuracy, adhering to Park National's standards.Process transactions efficiently, maintain product knowledge, and provide excellent customer service.Protect bank assets by following established procedures and regulations.Communicate effectively with customers,...

  • Customer Care Center Specialist

    3 months ago

    Asheville, United States HomeTrust Bank Full time

    Job Summary The Customer Care Center Specialist ("CCC Specialist) provides technical, general, and professional support to internal and external customers. The CCC Specialist is involved in daily operations of all Electronic Services used by our Personal customers including Automated Telephone Banking, Retail Online Banking, Mobile Banking, Debit Card...

  • Universal Banker

    1 week ago

    Asheville, United States First Horizon Full time

    Location: On site at location listed in job posting. FLOAT POSITION- FLOATING WITHIN Asheville, North Asheville, South Asheville and Leicester. A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.You'll process transactions, handle accounts, and seek sales...

  • Universal Banker

    2 weeks ago

    Asheville, United States First Horizon Bank Full time

    Location: On site at location listed in job posting.  FLOAT POSITION- FLOATING WITHIN Asheville, North Asheville, South Asheville and Leicester. A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and seek sales...

  • Universal Banker

    2 weeks ago

    Asheville, United States First Horizon Bank Full time

    Job DescriptionLocation: On site at location listed in job posting. FLOAT POSITION- FLOATING WITHIN Asheville, North Asheville, South Asheville and Leicester.A successful Universal Banker is versatile, flexible, and talented. You are the associate that can do almost anything within the banking center.  You'll process transactions, handle accounts, and...

  • Personal Banker

    4 weeks ago

    Asheville, North Carolina, United States WELLS FARGO BANK Full time

    Job DescriptionAt Wells Fargo Bank, we're seeking a skilled Associate Personal Banker to join our team. As a key member of our Consumer, Small & Business Banking division, you'll play a vital role in delivering exceptional customer experiences and building strong relationships with our clients.Key Responsibilities:Proactively engage with customers to...

  • Teller Operations Coordinator

    2 months ago

    Asheville, United States First Horizon Bank Full time

    Job DescriptionLocation: On site at location listed in job posting. A Teller Operations Coordinator is the heartbeat of our banking centers. You proactively provide excellent customer service, monitor and train team members, work with clients to discover sales opportunities, and educate customers on our products and services. If you love building customer...

  • Bilingual Store Associate

    1 week ago

    Asheville, United States Sherwin-Williams Full time

    Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain...

  • Bilingual Store Associate

    3 months ago

    Asheville, United States Sherwin-Williams Full time

    Store associates work closely with wholesale and retail customers to determine their needs, answer their questions about Sherwin-Williams products, and recommend the right solutions. Store associates are also expected to promptly resolve any customer concerns and ensure maximum client satisfaction as well as stay up-to-date with product features and maintain...

  • Personal Banker

    4 weeks ago

    Asheville, North Carolina, United States Quality Talent Group Full time

    About the JobWe are seeking an Associate Personal Banker to join our National Branch Network as part of the Consumer, Small & Business Banking division. In this role, you will participate in delivering exceptional customer experiences by building relationships through proactive outreach and proposing appropriate products, services, and digital solutions to...

  • Administrative Assistant

    3 weeks ago

    Asheville, United States HomeTrust Bank Full time

    Job Summary The Administrative Assistant provides support to assigned executives and general administrative duties including, but not limited to, calendar management, meeting material preparation, research, travel arrangements, expense reports, filing, and errands. In this role, no day will be quite the same, and you will be exposed to all areas of the...

  • Executive Assistant

    4 weeks ago

    Asheville, North Carolina, United States HomeTrust Bank Full time

    Job SummaryThe Executive Assistant provides high-level administrative support to the Chief Financial Officer and other bank executives, focusing on increasing efficiency and effectiveness. Key Responsibilities / Essential FunctionsProvide executive assistance with travel, events, scheduling, general correspondence, and support for presentations utilizing...

  • Assistant Director of Finance

    2 weeks ago

    Asheville, United States Omni Hotels Full time

    Overview: Grove Park Inn The AAA Four-Diamond Grove Park Inn is noted for understated elegance and southern charm; ten U.S. Presidents and countless luminaries from the worlds of art, entertainment, sports and politics have stayed at this hotel. The property offers sweeping views of the Blue Ridge Mountains, delectable restaurants, a Donald Ross golf...

  • Assistant Director of Finance

    3 weeks ago

    Asheville, United States Omni Hotels Full time

    Overview: Grove Park Inn The AAA Four-Diamond Grove Park Inn is noted for understated elegance and southern charm; ten U.S. Presidents and countless luminaries from the worlds of art, entertainment, sports and politics have stayed at this hotel. The property offers sweeping views of the Blue Ridge Mountains, delectable restaurants, a Donald Ross golf...

  • Leadership Development Associate

    2 months ago

    Asheville, United States Mission Hospital Full time

    Description During your time in the Leadership Development Program Patient Access Hospital (PTAC LEAD),you will receive classroom & field training focusing on enhancing your management and technical skills to ensure you are knowledgeable in all aspects of the hospital patient access areas business functions. You will work in key areas of the hospital...

  • Retail Store Manager

    4 weeks ago

    Asheville, North Carolina, United States PetroServices Full time

    Job SummaryWe are seeking an experienced General Manager to lead our Mountain Energy stores in Western North Carolina. The ideal candidate will have a proven track record of managing retail stores, supervising staff, and maintaining high levels of customer satisfaction.Key ResponsibilitiesSupervise the daily performance of all store associatesCollect and...

  • Personal Banker

    7 days ago

    Asheville, United States WELLS FARGO BANK Full time

    Posting Location(s): Asheville North - 800 Merrimon Avenue, Asheville, NC 28804 Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we believe that a meaningful career is much more than just a job. It's about finding all of the elements that help you thrive, in one place. #LivingTheWellLife means you're supported in life, not just...

  • Part-Time Overnight Auditor

    4 months ago

    Asheville, United States Earth Fare Full time

    Job DetailsJob Location Crowne Plaza - Asheville, NC Position Type Part Time Salary Range $16.50 - $17.00 Hourly Job Category Hospitality - Hotel Description The Night Auditor will ensure a comfortable, caring, and consistent stay by providing guests with a warm welcome. Provide efficient and effective front desk service in accordance with brand standards....

  • Administrative Coordinator

    3 days ago

    Asheville, United States Artex Group Custom Patches Full time

    Join Our Team as an Administrative Coordinator!Location: Fairview, NC (near Asheville, NC)Company: Artex GroupAt Artex Group, we don’t just make patches – we craft stories, celebrate identities, and help brands make their mark. With over 150 million patches sold, we are America’s trusted partner for custom patches and corporate promotional items. Our...