Banking Associate Waterville
Listed on 2026-06-28
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Customer Service/HelpDesk
Bank Customer Service, Customer Service Rep, Bilingual
Work Location
Waterville, Maine, United States of America
Hours30 hours
Pay Details$22.00 - $27.75 USD. TD is committed to fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience base pay may vary based on the candidate’s skills, experience, job-related knowledge, geographic location, and other specific business needs.
Line Of BusinessPersonal & Commercial Banking
Job DescriptionThe Banking Associate is a professional in banking who 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.
Responsibilities- Performs a wide range of tasks across multiple areas within a store location; 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, 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 and services, and refers 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 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 open/close personal deposit accounts, handle everyday bank transactions, debit/credit card issues, Regulation E, mobile and online banking.
- Connects with customers, provides financial advice, and deepens relationships through lead management activities—including creating & managing self‑generated leads, managing partner/retail referral leads or campaign leads, customer outreach (outbound calls, SMS), setting and hosting 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.
- 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 the 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 and engaging in additional conversations to identify additional needs and offer solutions or referrals.
- Manages wait times by scheduling, rescheduling, or canceling client meetings.
- Engages in lobby leadership and represents the first point of contact for customer inquiries, orchestrating walk‑in traffic and resolving customer issues or setting appointments with experts.
- 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 broader and more complex financial needs of customers.
- Ensures tasks are performed within…
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