Banking Associate (20 Hours Weekly) - Davie

Banking Associate (20 Hours Weekly) - Davie

02 May 2024
Florida, Davie 00000 Davie USA

Banking Associate (20 Hours Weekly) - Davie

Work Location:Davie, FloridaHours:20Pay Details:$21.25 - $27.00 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay actually offered may vary based upon candidate's skills and experience, job-related knowledge, licensure and certifications, geographic location, and other specific business and organizational needs. As TD puts career development at the forefront of our colleague experience, it is not typical for an individual to be hired at or near the top of the range for their role.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 BankingJob Description:The Banking Associate is a banking professional that is integral to TD’s Brand promise as they are accountable for delivering legendary Customer experiences in a Store location while accurately completing everyday banking transactions and offering advice and educational support on services, products, and tools to help Customers achieve their 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

Utilizes TD's systems and tools to engage with the Customer to acquire and deepen relationships by providing advice and guidance to exceed the Customers' needs to ultimately attract, retain the Customer and make their experience legendary which is in line with TD's brand promise

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 for Customers while uncovering their financial needs and educating on products, services and tools or refers 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/Prospects, 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 years related experience required

Superior Customer Service skills

Teller experience (Preferred) / Must complete Teller training and part 1 of platform training

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:Customer Service Accountability

Consistently executes appropriate behaviors to deliver a Legendary Customer Experience that is unexpectedly human in the Store

Has the ability to provide legendary Customer service while transacting, promoting, educating and referring TD Products to new and existing Customers

Knowledgeable in products and services to be able act as an educator and advisor to Customers and non-Customers by engaging in benefit conversations that ultimately advocate for and support the Customers' needs

Requires established Customer service skills to perform a broad range of both routine and multi-step Customer transactions

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

Completes Customer transactions and utilizes Customer relationship tools to engage in needs-based conversations to identify solutions

Understands Customer preferences with banking and educates Customers & non-Customers on current promotions and campaigns as well as tools and resources to make banking easier for the Customer

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

Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations

Considers the impact of decisions on the well-being of TD, its Customers and stakeholders

Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity

Advice Accountability

Knowledgeable in TD Bank products, services, campaigns as well as personal banking practices/procedures/regulations

Drives referrals to Store colleagues and partners to support the broader more complex financial needs of Customers

Educates Customers on how to complete their banking needs, whenever, wherever and however they want with self-service options, including online, ATM and digital platforms

Drives proactive Customer Advice & guidance conversations through internal Customer engagement, appointment setting, and effective lobby engagement

Utilizes Customer relationship tools and resources to uncover financial needs of Customers to engage in relationship building conversations that ultimately align them to the appropriate product, service or tool

Engages in needs-based conversations to identify the appropriate solution for the Customer as well as any additional needs to be referred to a partner

Ensures tasks are performed within established policy and procedures

Successfully completes all required job specific, compliance-related training

Understands, utilizes and follows compliance/risk and control programs

Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans

Educates TD Customers on Products, Advice, services and banking capabilities

Is knowledgeable of and complies with TD Code of Conduct

Shareholder Accountabilities:Operational Accountability

Accurately processes cash/deposit/withdrawal transactions and other account servicing requests

Decisions & processes everyday transactions such as but not limited to Opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address

Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents

Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions

Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR

Follows policy and procedure for Customer Authentication

Acts as Dual Control agent when required

Follows all required open/close procedures

Employee/Team Accountabilities:

Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team

Be an active participant in personal performance and development activities

Acts as a brand champion both internally and externally

Collaborates with team members in contributing to the success of the team and organization

Partners as a team player

Actively seeks opportunities to improve delivery of work with high attention to quality standards

Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills

Positively embraces change

Adheres and participates in TD's Shared Commitments

Models quality service at every Customer interaction

Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience

May train and act as a mentor to newer colleagues

Physical Requirements:Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%

Domestic Travel – Occasional

International Travel – Never

Performing sedentary work – Continuous

Performing multiple tasks – Continuous

Operating standard office equipment - Continuous

Responding quickly to sounds – Occasional

Sitting – Frequent

Standing – Frequent

Walking – Frequent

Moving safely in confined spaces – Occasional

Lifting/Carrying (under 25 lbs.) – Occasional

Lifting/Carrying (over 25 lbs.) – Never

Squatting – Occasional

Bending – Occasional

Kneeling – Occasional

Crawling – Never

Climbing – Never

Reaching overhead – Never

Reaching forward – Occasional

Pushing – Never

Pulling – Never

Twisting – Never

Concentrating for long periods of time – Continuous

Applying common sense to deal with problems involving standardized situations – Continuous

Reading, writing and comprehending instructions – Continuous

Adding, subtracting, multiplying and dividing – Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.Our Total Rewards PackageOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (http://hrportal.ehr.com/tdtotalrewards)Additional Information:We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.Colleague DevelopmentIf you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.Training & OnboardingWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.Interview ProcessWe’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.AccommodationIf you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

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