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Banking officer [h1.location_city]

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Banking officer • quincy ma

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  • [promoted]
Banking Associate

Banking Associate

Massachusetts StaffingBrighton, MA, US
[job_card.full_time]
Work Location : Brighton, Massachusetts, United States of America Hours : 30 Pay Details : $23.USD TD is committed to providing fair and equitable compensation opportunities to all colleagues.Growth o...[show_more][last_updated.last_updated_variable_days]
Investment banking intern

Investment banking intern

Caxton WealthBoston, MA, US
[job_card.full_time]
Join an intellectually rigorous finance internship designed for high-performing individuals who are serious about launching a career in investment banking. This internship is tailored for ambitious ...[show_more][last_updated.last_updated_30]
Banking Job Training Program

Banking Job Training Program

Year Up UnitedBoston, MA, US
[job_card.full_time]
Year Up United is a one-year or less, intensive job training program that provides young adults with in-classroom skill development, access to internships and / or job placement services, and persona...[show_more][last_updated.last_updated_30]
  • [promoted]
Investment Banking Associate

Investment Banking Associate

Shea & CompanyBoston, MA, US
[job_card.full_time]
Shea & Company Investment Banking Associate.Software is a vibrant and dynamic segment of the technology ecosystem, with products and technologies in a state of constant evolution.Our clients are at...[show_more][last_updated.last_updated_30]
Commercial Banking Manager

Commercial Banking Manager

AccentureBoston, MA, United States
[job_card.full_time]
Accenture is a leading global professional services company that helps the world's leading businesses, governments, and other organizations build their digital core, optimize their operations, acce...[show_more][last_updated.last_updated_30]
Banking Associate

Banking Associate

TD Bank, N.A.Brighton, Massachusetts
[job_card.part_time]
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 transac...[show_more][last_updated.last_updated_variable_days]
Workplace Banking Coordinator

Workplace Banking Coordinator

Pathfinder BankBoston, MA, US
[job_card.full_time]
Job Type Full-time Description.As a Bank at Work Program Relationship Manager at Pathfinder Bank, you will play a key role in managing and growing relationships with local businesses and their empl...[show_more][last_updated.last_updated_30]
  • [promoted]
Manager of Business Banking

Manager of Business Banking

First Citizens BancSharesBoston, MA, US
[job_card.full_time]
What sets First Citizens apart : strong leadership, enduring values, and a commitment to helping people and businesses prosper. As a Manager of Business Banking at First Citizens, you will carry on o...[show_more][last_updated.last_updated_30]
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Treasury Management Officer - Commercial Banking

Treasury Management Officer - Commercial Banking

Boston StaffingBoston, MA, US
[job_card.full_time]
Treasury Management Officer In Commercial Banking.Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team.As a Treasu...[show_more][last_updated.last_updated_30]
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Banking Associate

Banking Associate

TD BankBrighton, MA, US
[job_card.full_time]
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 transac...[show_more][last_updated.last_updated_variable_days]
  • [promoted]
  • [new]
Banking Center Relationship Banker 1

Banking Center Relationship Banker 1

Webster BankCanton, MA, US
[job_card.full_time]
If you're looking for a meaningful career, you'll find it here at Webster.Founded in 1935, our focus has always been to put people first doing whatever we can to help individuals, families, busine...[show_more][last_updated.last_updated_variable_hours]
Treasury Management Officer - Commercial Banking

Treasury Management Officer - Commercial Banking

JPMorgan Chase & Co.Boston, MA, United States
[job_card.full_time]
Are you customer focused, enjoy building relationships and providing financial solutions to your clients? You have found the right team. As a Treasury Management Officer in Commercial Banking, you w...[show_more][last_updated.last_updated_30]
  • [promoted]
Investment Banking Associate

Investment Banking Associate

PavagoBoston, MA, US
[job_card.full_time]
Our client is seeking an Investment Banking Associate to support mergers & acquisitions (M&A), capital raising, and strategic advisory transactions. This role involves building complex financial mod...[show_more][last_updated.last_updated_30]
  • [promoted]
Senior Product Manager - Banking

Senior Product Manager - Banking

FairMoneyBoston, MA, US
[job_card.full_time]
FairMoney is a pioneering mobile banking institution specializing in extending credit to emerging markets.Established in 2017, the company currently operates primarily within Nigeria, and it has se...[show_more][last_updated.last_updated_30]
  • [new]
Account Executive - FS / Banking

Account Executive - FS / Banking

VirtualVocationsDorchester, Massachusetts, United States
[job_card.full_time]
A company is looking for an Account Executive - FS / Banking.Key Responsibilities Develop trusted advisor relationships with stakeholders across client organizations Leverage industry and produc...[show_more][last_updated.last_updated_variable_hours]
  • [promoted]
Manager of Business Banking

Manager of Business Banking

First Citizens BankBoston, MA, US
[job_card.full_time]
What sets First Citizens apart Strong leadership, enduring values and a commitment to helping people and businesses prosper. As a Manager of Business Banking at First Citizens you will carry on our ...[show_more][last_updated.last_updated_30]
  • [promoted]
Audit Senior Manager - Banking

Audit Senior Manager - Banking

CroweBoston, MA, US
[job_card.full_time]
Your Journey At Crowe Starts Here.At Crowe, you can build a meaningful and rewarding career.With real flexibility to balance work with life moments, you're trusted to deliver results and make an im...[show_more][last_updated.last_updated_30]
  • [promoted]
Investment Banking - Technology - Analyst

Investment Banking - Technology - Analyst

ChaseBoston, MA, US
[job_card.full_time]
We are seeking a highly skilled and experienced Investment Banking Analyst to join our dynamic Technology team, offering an exceptional opportunity to contribute to high-profile transactions and dr...[show_more][last_updated.last_updated_variable_days]
Senior Investment Banking Financial Analyst

Senior Investment Banking Financial Analyst

TM Capital CorpBoston, MA, US
[job_card.full_time]
Job Location : New York, Boston or Atlanta Office.Analysts are an important part of our banking team.They conduct extensive industry research and analyze markets and major industry players - both fi...[show_more][last_updated.last_updated_30]
Banking Associate

Banking Associate

Massachusetts StaffingBrighton, MA, US
[job_card.variable_days_ago]
[job_preview.job_type]
  • [job_card.full_time]
[job_card.job_description]

Job Posting

Work Location : Brighton, Massachusetts, United States of America Hours : 30 Pay Details : $23.75 - $31.00 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. 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 :

  • Never : 0%; Occasional : 1-33%; Frequent : 34-66%; Continuous : 67-100%
  • Domestic Travel Occasional International Travel Never
  • Performing sedentary work Frequent
  • Performing multiple tasks Continuous
  • Operating standard office equipment - Continuous
  • Responding quickly to sounds Continuous
  • Sitting Frequent
  • Standing Frequent
  • Walking Frequent
  • Moving safely in confined spaces Occasional
  • Lifting / Carrying (under 25 lbs.) Occasional
  • Lifting / Carrying (over 25 lbs.) Occasional
  • Squatting Occasional
  • Bending Occasional
  • Kneeling Occasional
  • Crawling - Occasional
  • Climbing Occasional
  • Reaching overhead Occasional
  • Reaching forward Occasional
  • Pushing Occasional
  • Pulling Occasional
  • Twisting Occasional
  • Concentrating for long periods of time Continuous
  • Applying common sense to deal with problems involving standardized situations Continuous
  • Reading, writing and comprehending instructions Continuous