Banking Associate - Spanish Speaking - Haverhill MA; Merrimack

Overview

The Banking Associate is a professional in banking who delivers 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.

• Perform a wide range of tasks within a store location, including processing customer transactions, opening new accounts, and educating customers on banking products and services.
• Provide end‑to‑end advice by building trust with educational content and tools, offering consultative support, and delivering proactive insights and recommendations.
• Utilize TD’s systems and tools to engage with customers, acquire and deepen relationships, and provide guidance to attract and retain customers.
• Understand customer financial needs to identify opportunities to promote and educate on products and services, or refer to the appropriate team member, while ensuring a positive customer experience.
• Accurately complete everyday banking transactions on the teller line or platform, uncover customer needs, and educate on products, services and tools or refer to the appropriate expert.
• Serve customers on both the teller line and platform as needed, including opening/closing personal deposit accounts, everyday transactions, debit/credit card issues, Regulation E, and digital banking.
• Engage with customers, provide financial advice, and deepen relationships through lead management activities, including lead creation/management, referrals, outbound outreach, appointments, and prioritization.

• High school diploma or GED
• 1 year of experience working with customers in any capacity (volunteering, education, or military experience may apply)
• Demonstrated customer service skills
• 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 manage multiple tasks in a fast-paced environment
• Excellent communication skills; concise, clear, and consistent
• Demonstrated problem-solving skills and ability to schedule and prioritize work
• Ability to work independently and meet deadlines; sound judgment in decision making
• Proficient in Microsoft Office
• Notary license preferred

• Provide legendary customer service while transacting, promoting, educating, and referring TD products
• Establish and nurture customer relationships with product knowledge and attentive listening to identify needs and provide solutions or referrals
• Manage wait times to schedule banker meetings and coordinate appointments
• Be the first point of contact for customer inquiries and help resolve issues or arrange expert consultations
• Support the bank’s customer service strategy and ensure compliance with policies and procedures
• Drive referrals to store colleagues and partners to address broader financial needs
• Complete required job-specific and compliance training in a timely manner
• Comply with compliance/risk and control programs; respond to audits and regulator requests with prompt action; maintain records
• Adhere to TD Code of Conduct

• Ensure compliance when completing operational activities per company guidelines and regulations to minimize risk
• Accurately process cash/deposits/withdrawals and other account servicing requests
• Process everyday transactions such as opening/closing accounts, servicing, deposits, or updating information
• Maintain compliance with regulations, policies, procedures, controls, and required documentation
• Apply customer authentication and due diligence to new accounts and transactions
• Perform transactions accurately with cash drawers and maintain cash controls
• Follow policy for customer authentication and open/close procedures as required

• Contribute to a positive work environment and align with TD model, brand, and culture
• Participate in performance and development activities; act as a brand champion
• Collaborate with teammates and contribute to organizational…