Banking Associate (30 Hours Weekly) - Sunny Isles
About the position
The Banking Associate is a vital role within TD's Personal & Commercial Banking line of business, primarily responsible for delivering exceptional customer service and support at a store location in Sunny Isles Beach, Florida. This part-time position, requiring 30 hours weekly, involves accurately processing everyday banking transactions and providing customers with advice and educational support on various banking products and services. The Banking Associate plays a key role in helping customers achieve their financial goals by building trust through educational content and tools, offering consultative support, and providing proactive insights and recommendations. In this role, the Banking Associate will perform a wide range of tasks, including processing customer transactions, opening new accounts, and educating customers on all available banking products and services. The associate will utilize TD's systems and tools to engage with customers, aiming to acquire and deepen relationships by providing tailored advice and guidance. Understanding customer financial needs is crucial, as the associate will identify opportunities to promote products and services or refer customers to the appropriate team member or internal bank partner, ensuring a positive customer experience. The position requires the Banking Associate to accurately complete transactions on the teller line or platform, while also uncovering customer financial needs and educating them on relevant products and services. The associate will connect with customers through lead management activities, including creating and managing self-generated leads, handling partner referrals, and conducting customer outreach. This role is essential in establishing and nurturing customer relationships, managing wait times for meetings with bankers, and ensuring compliance with all operational activities and regulations.
Responsibilities
? Accurately process everyday banking transactions on the teller line or platform.
,
? Open new accounts and educate customers on banking products and services.
,
? Build trust with customers through educational content and tools.
,
? Provide consultative support and proactive insights to customers.
,
? Identify customer financial needs and promote relevant products and services.
,
? Manage self-generated leads and partner referrals to deepen customer relationships.
,
? Engage in lobby leadership and serve as the first point of contact for customer inquiries.
,
? Ensure compliance with internal and external audit and regulatory requirements.
,
? Participate in personal performance and development activities.
,
? Contribute to a positive work environment and team success.
Requirements
? High school diploma or GED required.
,
? 1 year of experience working with customers in any capacity, preferably in banking or customer service.
,
? Demonstrated customer service skills preferred.
,
? Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
,
? Teller experience preferred but not mandatory.
,
? Strong organizational skills to handle multiple tasks in a fast-paced environment.
,
? Excellent communication skills, with the ability to be concise, clear, and consistent.
,
? Demonstrated effective problem-solving skills.
,
? Ability to schedule and prioritize work independently and within deadlines.
,
? Proficient in Microsoft Office.
Nice-to-haves
? Notary License preferred.
,
? Experience in a banking environment is a plus.
Benefits
? Competitive base salary and variable compensation/incentive awards.
,
? 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 opportunities and mentoring programs.
Apply Now
The Banking Associate is a vital role within TD's Personal & Commercial Banking line of business, primarily responsible for delivering exceptional customer service and support at a store location in Sunny Isles Beach, Florida. This part-time position, requiring 30 hours weekly, involves accurately processing everyday banking transactions and providing customers with advice and educational support on various banking products and services. The Banking Associate plays a key role in helping customers achieve their financial goals by building trust through educational content and tools, offering consultative support, and providing proactive insights and recommendations. In this role, the Banking Associate will perform a wide range of tasks, including processing customer transactions, opening new accounts, and educating customers on all available banking products and services. The associate will utilize TD's systems and tools to engage with customers, aiming to acquire and deepen relationships by providing tailored advice and guidance. Understanding customer financial needs is crucial, as the associate will identify opportunities to promote products and services or refer customers to the appropriate team member or internal bank partner, ensuring a positive customer experience. The position requires the Banking Associate to accurately complete transactions on the teller line or platform, while also uncovering customer financial needs and educating them on relevant products and services. The associate will connect with customers through lead management activities, including creating and managing self-generated leads, handling partner referrals, and conducting customer outreach. This role is essential in establishing and nurturing customer relationships, managing wait times for meetings with bankers, and ensuring compliance with all operational activities and regulations.
Responsibilities
? Accurately process everyday banking transactions on the teller line or platform.
,
? Open new accounts and educate customers on banking products and services.
,
? Build trust with customers through educational content and tools.
,
? Provide consultative support and proactive insights to customers.
,
? Identify customer financial needs and promote relevant products and services.
,
? Manage self-generated leads and partner referrals to deepen customer relationships.
,
? Engage in lobby leadership and serve as the first point of contact for customer inquiries.
,
? Ensure compliance with internal and external audit and regulatory requirements.
,
? Participate in personal performance and development activities.
,
? Contribute to a positive work environment and team success.
Requirements
? High school diploma or GED required.
,
? 1 year of experience working with customers in any capacity, preferably in banking or customer service.
,
? Demonstrated customer service skills preferred.
,
? Ability to work during operating hours, including evenings, weekends, and holidays as scheduled.
,
? Teller experience preferred but not mandatory.
,
? Strong organizational skills to handle multiple tasks in a fast-paced environment.
,
? Excellent communication skills, with the ability to be concise, clear, and consistent.
,
? Demonstrated effective problem-solving skills.
,
? Ability to schedule and prioritize work independently and within deadlines.
,
? Proficient in Microsoft Office.
Nice-to-haves
? Notary License preferred.
,
? Experience in a banking environment is a plus.
Benefits
? Competitive base salary and variable compensation/incentive awards.
,
? 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 opportunities and mentoring programs.
Apply Now