Banking Associate Amherst

Work Location

Amherst, Massachusetts, United States of America

20

$22.00 - $27.75 USD

Personal & Commercial Banking

The Banking Associate is a professional in banking who plays a key role in delivering TD’s Brand promise at a store location. The 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, including processing customer transactions, opening new accounts, and educating customers on all banking products and services.
• Delivers end‑to‑end advice customers expect by building trust with educational content, providing consultative support, and advocating with proactive insights & recommendations.
• Utilizes TD's systems and tools to engage with Customers and deepen relationships through advice and guidance, ultimately attracting and retaining the customer.
• Understands customer financial needs, identifies 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 open/close personal deposit accounts, handle everyday bank transactions, debit and credit card issues, Regulation E, mobile and online (digital) banking.
• Connects with customers, provides financial advice, and deepens relationships through lead management activities, including creating and managing self‑generated leads, managing partner/retail referral leads, customer outreach (outbound calls, relay SMS), setting and/or hosting appointments, and lead prioritization.

• High school diploma or GED.
• One year of experience working with customers in any capacity, demonstrated through volunteering, education, or military experience (preferred).
• Demonstrated customer‑service skills (preferred).
• Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
• Teller experience (preferred).
• Required to complete Teller training and part 1 of platform training upon hire.
• Strong organizational skills to handle multiple tasks in a fast‑paced environment.
• Excellent communication skills, able to be concise, clear, and consistent.
• Effective problem‑solving skills.
• Ability to schedule and prioritize work.
• Ability to work independently and meet deadlines.
• Sound judgment in decision‑making and problem‑solving.
• Proficient in Microsoft Office.
• Notary license (preferred).

• 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, engaging in additional conversations to identify any additional needs, and offering 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, helping to orchestrate the customer walk‑in traffic and address customer resolution or appointment scheduling.
• 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 and 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.
• Maintains ongoing compliance with internal/external…