Banking Associate - 30 Hours - Wallingford, CT

TD Bank-posted 2 days ago
$22 - $28/Yr
Part-time • Entry Level
Onsite • Wallingford, CT
5,001-10,000 employees
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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. 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

  • 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
  • Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
  • 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
  • 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
  • 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
  • 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
  • Ability to work during operating hours to include evenings, weekends and holidays as scheduled
  • 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
  • Demonstrated Customer Service skills preferred
  • Teller experience preferred
  • Notary License preferred
  • Growth opportunities and skill development are defining features of the colleague experience at TD.
  • 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.
  • 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.
  • 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.
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