Banking Associate: A Pivotal Role at TD’s City Line Avenue Branch
TD Bank, one of the world’s leading global financial institutions, is seeking a Banking Associate for its store location on City Line Avenue, Philadelphia, Pennsylvania. The role is a key one within the organization, providing an invaluable service to customers while also enabling the Bank to deliver its brand promise. The Banking Associate will be responsible for a wide range of tasks, including customer transactions, account openings, and advice on banking products and services.
Role and Responsibilities of a Banking Associate
The Banking Associate’s role is comprehensive and varied. They will perform tasks across multiple areas within the store, encompassing everything from processing customer transactions to opening new accounts and educating customers about all available banking products and services. This role is crucial in building trust with customers and providing them with the advice they need to achieve their financial goals.
Associates will also utilize TD’s systems and tools to engage with customers, deepen relationships, and attract and retain customers. They will understand customer financial needs to identify opportunities to promote and educate on products, services, and refer them to the appropriate team member or internal Bank partner.
Education and Experience Requirements
The Banking Associate role requires a high school diploma or GED and at least one year of experience working with customers. This experience could come from a variety of sources, including volunteering, education, or military service. Demonstrated customer service skills, excellent communication abilities, and strong organizational skills are preferred. Familiarity with Microsoft Office and the possession of a Notary License are also beneficial.
Customer and Shareholder Accountabilities
A Banking Associate at TD Bank must consistently provide legendary customer service while promoting and referring TD products to both new and existing customers. They must also be able to manage wait times, schedule or reschedule client meetings, and be the first point of contact for customer inquiries.
In terms of shareholder accountabilities, the Associate will be responsible for accurately processing cash/deposit/withdrawal transactions and other account servicing requests. They must also ensure compliance with all regulations, policies, and procedures.
Employee/Team Accountabilities
As part of the TD Bank team, a Banking Associate will contribute to a positive work environment by aligning with the TD Model, Brand, and Culture. They will actively seek opportunities to improve the delivery of work, take ownership of their career and aspirations, and embrace change.
Physical Requirements
The role of a Banking Associate involves frequent sitting, standing, walking, and performing multiple tasks. It may also require occasional domestic travel, lifting or carrying items, and performing tasks that require concentration for long periods of time.
The above statements describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties, and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
About TD Bank
TD is the fifth largest bank in North America by branches/stores and serves over 27 million households and businesses in Canada, the United States, and around the world. More than 95,000 TD colleagues work daily to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, ensuring that all colleagues, no matter where they work, are client-facing.
Total Rewards Package
TD Bank offers a comprehensive Total Rewards package that reflects the investments it makes in its colleagues to help them and their families achieve their financial, physical, and mental well-being goals. The package includes base salary and variable compensation/incentive awards, health and well-being benefits, savings and retirement programs, paid time off, and career development opportunities.
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.
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