Banking Associate Pittsfield

Work Location: Pittsfield, Massachusetts, United States of America

Hours: 20 hours per week

Pay Details: $22.00 - $27.75 USD per hour

Line of Business: Personal & Commercial Banking

The Banking Associate is a professional in banking, plays 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 and tools, providing consultative support, and advocating with proactive insights and recommendations.
• Utilizes TD's systems and tools to engage with customers, acquire and deepen relationships by providing advice and guidance to attract and retain customers.
• 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 on the teller line or 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, process everyday bank transactions, handle debit/credit card issues, Reg E, mobile and online banking.
• Connects with customers, provides financial advice, and deepens relationships through lead management activities including management of self‑generated leads, partner or retail referral leads, outbound calls, SMS, appointments, and lead prioritization.

• High school diploma or GED.
• 1 year of experience working with customers; can be demonstrated through volunteering, education, or military experience.
• 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; concise, clear and consistent.
• Effective problem‑solving skills.
• Ability to schedule and prioritize work.
• Ability to work independently and within deadlines.
• Sound judgment in decision making.
• 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 and actively listening to customer needs.
• 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 walk‑in traffic and resolve issues.
• 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 more complex financial needs of customers.
• Ensures tasks are performed within established policies and procedures.
• Successfully completes all required job‑specific and 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.

• Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as the Bank…