Banking Associate - Southbank

Work Location

Jacksonville, Florida, United States of America

40

$22.00 - $27.75 USD

Personal & Commercial Banking

The Banking Associate 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: building trust with educational content & tools, providing consultative support, and 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 attract and retain the customer.
• Understands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to appropriate team members or internal Bank partners, 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.
• Serves customers 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 online (digital) banking.
• Connects with customers, provides financial advice, and deepens relationships through lead management activities, including self-generated leads, partner/retail referral leads, campaign leads, outbound calls, SMS, appointments, and lead prioritization.

• High school diploma or GED.
• 1 year experience working with customers in any capacity (volunteering, education, 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 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.
• Ability to schedule and prioritize work.
• Ability to work independently and within 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, and engaging in additional conversations to identify any additional needs and offer 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 and helps orchestrate customer walk-in traffic.
• 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, 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.
• Ensures ongoing compliance with internal/external audit and regulatory requirements, and maintains appropriate records of action plans.
• Is knowledgeable of and complies with TD Code of Conduct.

• E…