Associate Banker I - Framingham Nobscot

TD Bank; Framingham (MA); On-site; USD 30,000 - 39,000; Full time

Job summary

TD Bank in Framingham, MA is seeking a Banking Associate who delivers TD's Brand promise at a store location by handling everyday banking transactions and offering advisory support on products and services.

You will build trust through educational content, educate customers on banking tools, and help them meet financial goals while ensuring a positive, efficient customer experience.

Qualifications

• High school diploma or GED required.
• 1 year of customer-facing experience preferred.
• Demonstrated customer service skills preferred.
• Able to work evenings, weekends and holidays as scheduled.
• Teller experience preferred.
• Complete teller and platform training on hire.
• Strong organizational and communication skills.
• Demonstrated problem-solving ability.
• Proficient in Microsoft Office.

Responsibilities

• Provide legendary customer service while transacting, promoting, educating and referring TD products to customers.
• Establish and nurture relationships with product knowledge and active listening.
• Manage wait times by scheduling or rescheduling client meetings.
• Serve as the first point of contact for inquiries and coordinate walk-ins.
• Support the bank's customer service strategy and refer complex needs to specialists.
• Complete tasks within policy and required training.
• Understand and use TD systems to engage customers.

Skills

Customer service

Communication

Multi-tasking

Problem solving

Microsoft Office

Education

High school diploma or GED

Tools

Microsoft Office

Job description

Work Location

Framingham, Massachusetts, United States of America

Hours

40

Pay Details

$22.00 - $27.75 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

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 end-to-end 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 on-line (digital) banking.

Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation & management of self-generated 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 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

• 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 walk-in 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 well-being 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, compliance-related training
• Understands, uti