Banking Associate — Build Relationships & Advice

TD Bank; Philadelphia (Philadelphia County); On-site; USD 46,000 - 58,000; Full time

Job summary

TD Bank in Philadelphia, PA is seeking a Banking Associate to perform everyday banking transactions and provide advice on services and products to help customers reach their financial goals.

The role requires handling teller and platform transactions, educating customers on TD products, and building relationships through proactive lead management and referrals. Training in teller and platform operations is provided.

Qualifications

• High school diploma or GED.
• 1 year experience working with customers in any capacity.
• 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.

Responsibilities

• 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

Skills

Customer service

Communication

Organization

Problem solving

Education

High school diploma or GED

Tools

Microsoft Office

Job description

TD Bank in Philadelphia, PA is seeking a Banking Associate to perform everyday banking transactions and provide advice on services and products to help customers reach their financial goals.

The role requires handling teller and platform transactions, educating customers on TD products, and building relationships through proactive lead management and referrals. Training in teller and platform operations is provided.