Banking Associate - Lexington, MA

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Work Location:

Lexington, Massachusetts, United States

Hours:

40
Pay Details: $22.00 - $27.75 USD
TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based on the candidate's skills and experience, job‑related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation‑related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Personal and commercial banking services

The Banking Associate is a professional in banking, playing 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; 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 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 online (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.

• High school diploma or GED.
• 1 year experience working with customers in any capacity, demonstrated through any of the following: volunteering, education, military experience (preferred).
• Demonstrated Customer Service skills (preferred).
• Ability to work during operating hours to include 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.
• 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.
• 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 while engaging in additional conversations to…