Banking Associate

Job Description

Banking Associate | TD

The Tone:
This is a full-time role at TD, located in New Haven, CT. TD is one of the world’s leading global financial institutions, dedicated to making every interaction, product, and experience remarkably human and refreshingly simple. This role is crucial for delivering TD’s brand promise by directly assisting customers with their financial needs, providing advice, and helping them achieve their goals.

The TL;DR
• Role: Full Time
• Type: Full-time
• Location: New Haven, CT
• Pay: $22–$27.75 hourly
• Team: Personal and Commercial Banking Services
• Mission: To accurately complete everyday banking transactions and provide advice and educational support on services, products, and tools to help customers achieve their financial goals.
• Tech Stack: TD’s systems and tools, Microsoft Office

What You’ll Actually Do
• Transactions: Accurately process a wide range of everyday banking transactions, including deposits, withdrawals, and opening new accounts, both on the teller line and platform.
• Customer Advice: Provide end-to-end financial advice, educate customers on banking products and services, and offer consultative support with proactive insights.
• Relationship Deepening: Utilize TD’s systems to engage with customers, identify their financial needs, and promote relevant products and services or refer them to appropriate internal partners.
• Lead Management: Connect with customers and deepen relationships through managing self-generated and referred leads, conducting outreach calls, and scheduling appointments.
• Compliance: Ensure compliance with company guidelines and regulations, such as the Bank Secrecy Act and Patriot Act, minimizing risk and protecting customer information.

The Must-Haves
• Background: High school diploma or GED required. This is an early career role focused on direct customer engagement in a banking environment.
• Experience: A minimum of 1 year working with customers in any capacity, which can include volunteering, education, or military experience.
• Skills: Demonstrated customer service skills, strong organizational abilities to manage multiple tasks, excellent communication skills, effective problem-solving, and proficiency in Microsoft Office.
• Bonus: Prior teller experience and/or a Notary License are preferred.