Banking Associate - Lexington, MA

Banking Associate - Lexington, MA role at TD Securities

Lexington, Massachusetts, United States of America

40 hours per week

$22.00 - $27.75 USD per hour. Compensation may vary based on skills, experience, location and business needs. Candidates are encouraged to discuss compensation details with recruiters.

Personal & Commercial Banking

The Banking Associate is a professional in banking, playing a key role in delivering TD’s Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals.

• Perform a wide range of tasks across multiple areas within a store location, including processing customer transactions, opening new accounts, and educating customers on all banking products and services.
• Deliver end‑to‑end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations.
• Utilize TD's systems and tools to engage with customers, acquire and deepen relationships by providing advice and guidance, ultimately attracting and retaining customers.
• Understand customer financial needs to identify opportunities to promote and educate on products, services, or refer them to the appropriate team member or internal bank partner, while ensuring a positive customer experience.
• 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 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.

• High school diploma or GED.
• 1 year experience working with customers in any capacity (volunteering, education, military experience preferred).
• Demonstrated customer service skills preferred.
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled.
• Teller experience preferred.
• Required to complete teller training and part 1 of platform training upon hire.
• 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.

• Consistently provide legendary customer service while transacting, promoting, educating and referring TD products to new and existing customers.
• Establish and nurture 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.
• Manage wait times to meet with a banker by scheduling, rescheduling or canceling client meetings.
• Engage in lobby leadership and represent the first point of contact for customer inquiries, orchestrating the customer walk‑in traffic and handling resolutions or appointment setup.
• Understand and support the bank's customer service strategy.
• Consider the impact of decisions on the well‑being of TD, its customers and stakeholders.
• Drive referrals to store colleagues and partners to support the broader, more complex financial…