Introduction to TD and Our Vision
At TD, one of the world's leading global financial institutions, we are committed to delivering legendary customer experiences to over 27 million households and businesses in Canada, the United States, and around the world. Our purpose is to enrich the lives of our customers, communities, and colleagues, and we are guided by our vision to Be the Better Bank. With a strong presence in North America, we are the fifth largest bank by branches/stores, and our more than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support.
Job Overview
We are seeking an experienced and skilled Banking Associate to join our team in a part-time remote capacity, working 30 hours per week. As a Banking Associate, you will play a key role in delivering TD's Brand promise at a store location, accurately completing everyday banking transactions, and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. This is an exciting opportunity to join a dynamic team and contribute to the success of our organization while developing your skills and career in the banking industry.
Key Responsibilities
- Deliver end-to-end advice to customers, building trust with educational content and tools, providing consultative support, and advocating with proactive insights and recommendations.
- Utilize TD's systems and tools to engage with Customers, acquire and deepen relationships, and provide advice and guidance to attract and retain customers.
- Understand 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.
- Accurately complete 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.
- Service customers 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 online (digital) banking.
- Connect with customers, provide financial advice, and deepen relationships through lead management activities, including the creation and 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.
Essential Qualifications
- High school diploma or GED.
- 1 year of experience working with customers in any capacity, which can be demonstrated through volunteering, education, military experience, or other relevant experiences.
- Demonstrated Customer Service skills, with the ability to provide legendary customer service while transacting, promoting, educating, and referring TD Products to new and existing customers.
- Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
- Teller experience is preferred, and the ability to complete Teller training and part 1 of platform training upon hire is required.
- Strong organization skills to handle multiple tasks in a fast-paced environment, with excellent communication skills and the ability to be concise, clear, and consistent.
- Demonstrated effective problem-solving skills, with the ability to schedule and prioritize work, and work independently and within deadlines.
- Sound judgment in decision-making and problem-solving, with proficiency in Microsoft Office and a Notary License (preferred).
Preferred Qualifications
- Previous experience in banking or a related field, with a strong understanding of banking products and services.
- Proven ability to work in a team environment, with a strong focus on customer service and sales.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Ability to work in a fast-paced environment, with a strong focus on attention to detail and accuracy.
- Proficiency in banking software and systems, with the ability to learn and adapt to new technologies.
Skills and Competencies
- Strong customer service skills, with the ability to provide legendary customer experiences.
- Excellent communication and interpersonal skills, with the ability to build strong relationships with customers and colleagues.
- Ability to work in a team environment, with a strong focus on collaboration and teamwork.
- Strong problem-solving skills, with the ability to analyze problems and develop effective solutions.
- Ability to work in a fast-paced environment, with a strong focus on attention to detail and accuracy.
- Proficiency in Microsoft Office, with the ability to learn and adapt to new technologies.
Career Growth Opportunities and Learning Benefits
At TD, we are committed to helping our colleagues develop their skills and careers. We offer a range of training and development programs, including leadership and development conversations, mentorship programs, and online learning platforms. Our colleagues have access to a variety of career paths and opportunities for advancement, and we are committed to supporting their growth and development. Whether you are looking to build your skills in a specific area or advance your career, we have the resources and support to help you succeed.
Work Environment and Company Culture
At TD, we are committed to creating a positive and inclusive work environment that supports the well-being and success of our colleagues. We offer a range of benefits and programs to support our colleagues' physical, mental, and financial well-being, including health and wellness programs, savings and retirement plans, and paid time off. Our company culture is built on our values of Impact, Growth, and a Culture of Care, and we are committed to fostering an environment where all colleagues feel valued, respected, and supported.
Compensation, Perks, and Benefits
We offer a competitive compensation package, including a base salary and variable compensation/incentive awards. Our colleagues also have access to a range of benefits, including health and wellness programs, savings and retirement plans, and paid time off. We are committed to supporting the well-being and success of our colleagues, and we offer a range of perks and benefits to support their physical, mental, and financial well-being.
Conclusion
If you are a motivated and customer-focused individual who is looking for a challenging and rewarding career opportunity, we encourage you to apply for this role. As a Banking Associate at TD, you will have the opportunity to develop your skills and career in the banking industry, while delivering legendary customer experiences and contributing to the success of our organization. Don't miss out on this exciting opportunity to join our team and take your career to the next level. Apply today!
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