Associate Banker I (30) Sharon Amity - Bilingual Preferred

TD Bank, N.A.; Charlotte (NC); Vor Ort; USD 29.000 - 37.000; Vollzeit

Zusammenfassung

TD Bank, N.A. in Charlotte, NC is seeking a customer-focused role that serves as the first point of contact for clients, guiding them through everyday banking with accuracy and confidence.

You will educate clients, process transactions, and identify opportunities to deepen relationships with TD’s colleagues and partners. The position emphasizes service excellence, risk awareness, and strong communication, with hours including evenings, weekends, and holidays.

Qualifikationen

• High school diploma or GED.
• 1 year demonstrated experience working with clients.
• Experience can include volunteering, education, military experience.
• Teller or cash-handling experience in a client facing/financial institution preferred.
• Ability to work during operating hours including evenings, weekends and holidays.
• Ability to complete required job-related training upon hire.
• Strong organization skills to handle multiple tasks in a fast-paced environment.
• Excellent communication skills with 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.

Aufgaben

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone).
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences.
• Creates personalized, client-first interactions that establish trust from the initial engagement.
• Balances client needs with policy adherence and risk awareness to ensure compliant outcomes.
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience and financial well-being.

Kenntnisse

Customer service

Communication

Organization

Problem solving

Time management

Multitasking

Ausbildung

High school diploma or GED

Tools

Microsoft Office

Jobbeschreibung

Work Location: Charlotte, North Carolina, United States of America Hours: 30 Pay Details: $21.50 - $26.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business: Personal & Commercial Banking

Job Description:

This role plays a vital role in bringing TD's human, relationship driven banking experience to life. This role is a trusted guide for our clients; delivering everyday banking with accuracy, confidence, and clarity while helping clients feel informed, supported, and empowered to achieve their financial goals while upholding TD's strong risk and regulatory standards.

Depth & Scope:

• First point of contact for clients as they serve as the hospitality ambassador of the bank location, seamlessly guiding traffic flow while delivering a high touch client experience
• Delivers accurate, efficient everyday banking transactions while deepening relationships by proactively identifying needs and opportunities that will help clients reach their financial goals and referring clients to appropriate partners to help achieve their financial objectives
• Engages clients with professionalism with a focus on educating on appropriate products and self-serve solutions while using insights on recommending solutions for turning routine client transactions into meaningful moments
• Demonstrates knowledge of basic banking products and services to utilize insights, tools and resources to evaluate and recommend client solutions
• Performs a broad range of client transactions and multi-step activities within established financial limits
• Identifies and assesses client problems in straight forward situations using standard procedures and escalates non-standard issues internally; typically addressing routine requests requiring minimal discretion

Education & Experience:

• High school diploma or GED
• 1 year demonstrated experience working with clients.
• Experience can include any of the following: volunteering, education, military experience
• Teller or cash-handling experience in a client facing/financial institution preferred
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled
• Ability to complete required job-related training upon hire
• Strong organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with 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

Customer Accountabilities:

• Orchestrates the overall client experience by effectively managing client flow (in-person and phone), serving as the first point of contact for client inquiries, issue resolution, and referrals to appropriate partners
• Serves as a hospitality ambassador for the financial center, delivering consistent, relationship-driven client experiences aligned to TD’s service strategy
• Creates personalized, client-first interactions that establish trust from the initial engagement and strengthen ongoing relationships
• Balances client needs with sound judgment, policy adherence, and risk awareness to ensure compliant and responsible outcomes
• Proactively educates clients on banking products, services, and digital capabilities to enhance convenience, save time, and support financial well-being, while connecting them to specialists as needed to achieve long-term goals
• Advocates for clients by demonstrating empathy, integrity, and a long-term perspective in all interactions

Shareholder Accountabilities:

• Maintains compliance when completing operational activities in accordance with company guidelines and regulations to minimize risk and protect the client
• Acts as a trusted first point of contact in safeguarding the integrity of the client relationship by operating within compliance of AML laws and regulatory requirements, by accurately verifying client identification, maintaining data integrity, and following established authentication and documentation standards
• Identifies potential discrepancies, material changes or risk indicators and escalates appropriately in accordance with policy and procedure
• Acts in accordance with TD's code of conduct and ethical standards in every decision
• Protects TD's clients, colleagues and the Bank - Do the right thing -own it, raise it, know it

Employee/ Team Accountabilities:

• Completes required training and continuously strengthens risk and compliance knowledge
• Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
• Takes accountability for outcomes and performance by participating in performance and development activities; proactively sharing insights, lessons learned, and best practices across the team
• Embraces different perspectives, backgrounds, and experiences
• Models curiosity and seeks out different perspectives to foster a growth mindset
• Collaborates with team members in contributing to the success of the team and organization

Physical Requirements:

• Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
• Domestic Travel – Occasional
• International Travel – Never
• Performing sedentary work – Frequent
• Performing multiple tasks – Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds – Continuous
• Sitting – Occasional
• Standing – Continuous
• Walking – Occasional
• Moving safely in confined spaces – Occasional
• Lifting/Carrying (under 25 lbs.) – Occasional
• Lifting/Carrying