Banking Associate - 20 hours - Wellesley, MA

Banking Associate - 20 hours - Wellesley, MA

Position details : Join to apply for the Banking Associate - 20 hours - Wellesley, MA role at TD .

Overview

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

Customer Accountabilities

Shareholder Accountabilities

Employee / Team Accountabilities

Physical Requirements

Typical office environment; tasks may include sedentary work, occasional physical activity, and routine movements such as sitting, standing, walking, lifting up to 25 lbs, and repetitive motions as part of daily duties. The above statements are intended to describe the general nature and level of work being performed and are not intended to be an exhaustive list of all responsibilities. The listed responsibilities are considered essential for ADA purposes.

Who We Are

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches / stores. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. TD is committed to being a leader in customer experience and provides regular leadership and development conversations, mentorship, and training programs to support colleagues’ goals.

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 includes base salary and variable compensation / incentive awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, 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.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.

Seniority level

Entry level

Employment type

Full-time

Job function

Finance and Sales

Industries

Banking

#J-18808-Ljbffr