Banking Associate Sturbridge MA.

Banking Associate

Location:

Sturbridge, Massachusetts, USA

Hours:

40 per week

Pay: $22.00 - $27.75 USD per hour

• Process customer transactions on teller line and platform
• Open new personal deposit accounts, close accounts, and handle everyday bank transactions
• Treat debit card, credit card issues, regulation E, mobile and online banking transactions
• Assess customer needs and provide consultative financial advice and product recommendations
• Educate customers on TD banking products, services and tools to support financial goals
• Refer or promote appropriate products or services to customers or internal partners while maintaining a positive customer experience
• Manage self‑generated leads and partner/retail referral leads, conduct outbound calls and SMS, schedule or host appointments and prioritize leads
• Establish and maintain customer relationships, serve as the first point of contact for inquiries, orchestrate walk‑in traffic and resolve issues or schedule expert appointments
• Understand and adhere to compliance, risk and control programs, complete required job‑specific and compliance‑related training
• Maintain records of action plans, audit and regulator responses, and compliance documentation

• High school diploma or GED required
• Minimum 1 year customer service experience (volunteer, education, military or other) preferred
• Preferred teller experience and completion of Teller training and Part1 of platform training upon hire
• Proficiency in Microsoft Office
• Strong organizational and time‑management skills, ability to handle multiple tasks in a fast‑paced environment
• Excellent communication, concise, clear, and consistent communication skills
• Demonstrated problem‑solving and effective decision‑making skills
• Ability to work independently, meet deadlines, prioritize tasks, and schedule work
• Sound judgment, adherence to TD Code of Conduct, and compliance with Bank Secrecy Act and Patriot Act
• Notary license preferred
• Must be available to work scheduled evenings, weekends and holidays

• Occasional lifting/carrying under 25lb. and over 25lb.
• Occasional pushing, pulling, twisting, reaching, bending, kneeling, crawling, climbing, squatting
• Continuous use of office equipment, computer, and standard light and office bells
• Continuous reading, writing, comprehending instructions, and performing basic math
• Continuous applying common sense to standard situations, maintaining a safe environment in confined spaces
• Continuous responding to sounds and concentrate for long periods

Accommodation 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.