Banking Support Associate

Job Overview:Banking Support Associate

The Banking Support Associate assumes a critical role within the banking sector, tasked with advancing TD's Brand promise at a specific Store location by proficiently managing routine banking transactions. Moreover, they offer personalized guidance and educational assistance to customers regarding the multitude of services, products, and financial tools that can facilitate the achievement of their financial goals.

Qualifications:

• Applicants must have completed high school or obtained a GED.
• Applicants with 1 year of customer-facing experience are preferred (volunteering, education, or military background accepted).
• Demonstrated skills in serving customers are highly valued.
• Teller experience preferred.
• Availability to work at times beyond the regular workweek, such as evenings, weekends, and holidays.
• New employees are expected to complete both Teller training and the initial segment of platform training upon commencement.
• Capable of multitasking and showcasing excellent organizational abilities in a rapid-paced context.
• Stellar communication aptitude (to the point, unambiguous, and steady).
• Possesses excellent problem-solving abilities and can effectively prioritize tasks.
• Displaying the ability to be self-reliant and complete work within agreed-upon deadlines.
• Making rational and astute judgments is a valuable skill to have.
• Proficient at working with Microsoft Office tools.
• Notary License preferred.

Customer Engagement & Relationship Management is essential for businesses to retain customers, drive revenue, and create brand advocates through positive experiences:

• Connects with clientele, offers financial counsel, and enhances relationships by actively managing leads.
• Cultivates and maintains customer bonds by actively listening and having thorough product knowledge.
• Recognizes chances for promoting and educating about products and services or suggesting the appropriate partner.
• - Plays a key role in handling inquiries, organizing lobby activities, and guiding customer walk-ins.
• Coordinates, plans, and adjusts appointments, reschedules meetings, and supports in organizing banker schedules.
• Assists customers in handling account setups/closures, digital banking tool utilization, card-related matters, and addressing routine service needs.

Sales, service, and banking operations are integral components of managing a bank's daily activities, ensuring smooth customer service and efficient financial transactions:

• Effectively manages standard transactions at both the teller line and service platform.
• - Performs tasks related to personal account establishment and maintenance, as well as resolves debit and credit card complications.
• Participates in customer connection activities like outbound calling, transmitting SMS messages, following up on campaign contacts, and creating leads through personal efforts.
• Reliably offers stellar service while highlighting, informing about, and guiding towards TD products.
• Channels customers to Store colleagues and partners for complex financial inquiries.

Mitigating risks, upholding compliance standards, and enforcing controls are essential aspects of risk management practices:

• Ensures adherence to all operational policies and regulatory requirements.
• Adheres to customer verification standards, performs comprehensive due diligence procedures, and complies with transactional and account opening regulations.
• Executes transactions with precision, encompassing tasks like deposit processing, cash withdrawals, and check cashing.
• Operates cash compartments, secures cash funds, follows cash constraints, and practices dual authorization protocols.
• Validates the adherence to proper documentation in line with rules, important deadlines, and internal oversight.
• Meets the requirements for job-specific compliance and regulatory training.

Operational Excellence:

• Supports TD's strategy for customer service, making sure decisions are in accordance with the interests of customers and stakeholders.
• Participates in store activities to enforce compliance with TD's risk framework.
• Abides by all audit, risk, and regulatory processes, giving accurate responses as needed.
• Verifies that tasks are conducted following established guidelines and showcases astute decision-making abilities.
• Showcases top-tier service quality in every customer encounter.

Cognitive Requirements:

• Focusing continuously for an extended time - Unceasing
• Putting common sense into practice for standardized situations - Steady
• Grasping and articulating directives - In a continuous manner
• Primary math calculations (addition, subtraction, multiplication, division) – Nonstop

About TD Bank:

TD is a renowned global financial institution that stands as the fifth largest bank in North America in terms of branch coverage. Serving a customer base of over 27 million households and businesses globally, the company is focused on delivering exceptional customer service. With a workforce of more than 95,000 employees, TD is driven by its vision to transform into the best bank while aiming to improve the well-being of customers, communities, and colleagues.

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