Banking Associate & Personal Banking Advisor

TD; United States; On-site; USD 30,000 - 39,000; Full time

Job summary

TD in Glastonbury, CT is seeking a Banking Associate who acts as a professional in banking, delivering TD’s Brand promise at a store location. You will complete everyday banking transactions and provide advice and education on services, products and tools to help customers achieve financial goals.

You will handle tasks from opening accounts to educating customers on products, building trust with educational content, and offering proactive recommendations to deepen relationships.

Qualifications

• High school diploma or GED.
• 1 year experience working with customers in any capacity.
• Excellent communication skills with ability to be concise, clear and consistent.
• Teller experience preferred.

Responsibilities

• 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

High school diploma or GED

Job description

TD in Glastonbury, CT is seeking a Banking Associate who acts as a professional in banking, delivering TD’s Brand promise at a store location. You will complete everyday banking transactions and provide advice and education on services, products and tools to help customers achieve financial goals.

You will handle tasks from opening accounts to educating customers on products, building trust with educational content, and offering proactive recommendations to deepen relationships.