About the Job: Banking Associate in Charlotte, North Carolina
TD Bank, one of the world’s leading global financial institutions, is seeking a Banking Associate at their Charlotte, North Carolina location. This professional banking role offers a unique opportunity to be a part of TD’s commitment to delivering legendary customer experiences daily. The position is a cornerstone in the realization of the TD brand promise at a store level, laying the foundation for a customer’s journey with the bank.
Job Description and Responsibilities
The Banking Associate plays a vital role in executing everyday banking transactions, providing advice, and offering educational support on services, products, and tools to help customers achieve their financial goals. The role demands accuracy and in-depth knowledge of banking processes and systems. The responsibilities of this role are vast, encompassing multiple areas within a store location, such as processing customer transactions, opening new accounts, and educating customers about banking products and services. (source)
Key Tasks and Accountabilities
The Banking Associate role entails various tasks and responsibilities, including:
- Delivering customer-focused advice and proactive insights and recommendations.
- Engaging with customers to acquire and deepen relationships through the use of TD’s systems and tools.
- Identifying customer financial needs and referring them to the appropriate team member or internal Bank partner.
- Accurately completing everyday banking transactions.
- Managing customer wait times and inquiries, and representing the first point of contact for customer resolution.
- Complying with internal and external audit, regulator and compliance requests.
- Ensuring operational activities comply with company guidelines and regulations.
Education and Experience
Prospective candidates are expected to have a high school diploma or a GED. A year’s experience of working with customers in any capacity is preferred, and this could include volunteering, education, or military experience. Other desirable attributes include strong organizational skills, excellent communication abilities, and the ability to work independently and within deadlines. Proficiency in Microsoft Office is also required, and a Notary License is preferred. (source)
The TD Bank Experience
At TD Bank, colleagues benefit from a diverse and inclusive culture, where the well-being of each individual is a priority. The organization is committed to the continuous growth and development of its colleagues, offering regular leadership and development conversations, mentorship, and training programs. TD Bank’s Total Rewards package reflects the investments the bank makes in their colleagues to help them and their families achieve their financial, physical, and mental well-being goals.
TD Bank provides an equal opportunity employment environment, where all qualified applicants will receive consideration 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. (source)
Apply Now
If you’re ready to further your career in banking with an organization that values its employees and the customers they serve, consider applying for the Banking Associate role at TD Bank in Charlotte, North Carolina. For more information about the role and to apply, click here.
