Banking Associate- Fairfield - TD Bank

TD Bank

Verified Company

Fairfield, United States

2 weeks ago

Posted by:

Mark Lane

beBee recruiter

Description

Work Location:

Fairfield, New Jersey

Hours:

20

Pay Details:

$ $30.00 USD

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.

Depth & Scope:

Performs a wide range of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking products and services
Delivers endtoend advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) 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 selfgenerated 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

Education & Experience:

High school diploma or GED
1 year experience working with customers in any capacity and can be 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 fastpaced environment
Excellent communication skills with ability to be concise, clear and consistent
Demonstrated effective problemsolving 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

Customer Accountabilities:

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 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 to orchestrate the customer walkin traffic and can be the first point of contact for customer resolution or to make appointments to see an expert
Understands and supports the Bank's customer service strategy
Considers the impact of decisions on the wellbeing 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, compliancerelated training
Understands, utilizes and follows compliance/risk and control programs
Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
Is knowledgeable of and complies with TD Code of Conduct

Shareholder Accountabilities:

Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
Accurately processes cash/deposit/withdrawal transactions and other