Banking Associate - Cheshire, CT

Job Title

Banking Associate (US)

Cheshire, Connecticut, United States of America

40 hours per week

USD $22.00 - $27.75 per hour

The Banking Associate is responsible for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help customers achieve their financial goals. The role delivers end‑to‑end customer advice, engages with customers via TD’s systems, and deepens relationships through lead management and outreach activities.

• Process customer transactions, open new accounts, and educate customers on all banking products and services.
• Deliver consultative support: build trust with educational content & tools, provide advisory support, and advocate insights & recommendations.
• Utilize TD's systems to engage with customers, deepen relationships, and attract and retain customers.
• Identify financial needs and recommend products, services, or partner referrals while ensuring a positive customer experience.
• Accurately complete everyday banking transactions on teller line or platform, including regulating transactions, mobile and online banking.
• Manage customer interactions through lead management: self‑generated leads, partner referrals, outbound calls, SMS, appointments, and lead prioritization.

• High school diploma or GED.
• Minimum 1 year of customer service experience (volunteer, education, military, or other).
• Strong customer service and communication skills.
• Ability to work evenings, weekends, and holidays as scheduled.
• Preferred:
  Teller experience, notary license.
• Must complete Teller training and platform training upon hire.
• Proficient in Microsoft Office.

• Provide legendary customer service during transactions and promotion of TD products.
• Build and nurture relationships with knowledge and listening to customer needs.
• Manage walk‑in traffic and represent first point of contact for client inquiries.
• Maintain compliance with policies, controls, and regulatory 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

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.

Base salary and variable compensation, health and retirement plans, paid time off, career development, and incentive awards. Learn more on TD’s benefits page.

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.