Banking Associate (72nd & 3rd Ave.) PT 20 Hours

Job Description

Work Location: New York, New York, United States of America

Hours: 20

Pay Details: $23.75 - $31.00 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices are designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide more specific details for this role.

Line of Business: Personal & Commercial Banking

Role Overview

The Banking Associate is a banking professional who plays 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.

Depth & Scope

• Performs a wide range of tasks across multiple areas within a store location, including processing customer transactions, opening new accounts, and educating customers on banking products and services.
• Delivers end-to-end advisory support: building trust with educational content and tools, providing consultative support, and offering proactive insights and recommendations.
• Uses TD's systems and tools to engage with customers to acquire and deepen relationships by providing advice and guidance to attract and retain the customer.
• Understands customer financial needs to identify opportunities to promote and educate on products/services or refer to the appropriate team member or internal bank partner, while ensuring a positive customer experience.
• Accurately completes everyday banking transactions on the teller line or platform while uncovering customer needs and educating on products, services, and tools or referring to the appropriate expert.
• Services customers on both the teller line and platform as needed, including opening/closing personal deposit accounts, everyday bank transactions, debit/credit card issues, Regulation E, and mobile and online (digital) banking.
• Connects with customers, provides financial advice, and deepens relationships through lead management activities, including self-generated leads, referrals, outbound outreach, appointment setting, and lead prioritization.

Education & Experience

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

• Consistently provides legendary customer service while transacting, promoting, educating, and referring TD products to new and existing customers
• Establishes and nurtures customer relationships through product knowledge, active listening, and identifying additional needs to offer solutions or partner referrals
• Manages wait times to meet with a banker by scheduling, rescheduling, or canceling client meetings
• Engages in lobby leadership and serves as the first point of contact for customer inquiries, orchestrating walk-in traffic and assisting with resolution or referrals
• Understands and supports the bank's customer service strategy
• Considers the impact of decisions on the well-being of TD, its customers and stakeholders
• Drives referrals to store colleagues and partners to support broader financial needs
• Ensures tasks are performed within established policies and procedures
• Completes all required job-specific, compliance-related training
• Understands, utilizes, and follows compliance/risk and control programs
• Maintains ongoing compliance with internal/external audit and regulatory requirements; provides prompt responses to audit, regulator, and compliance requests and findings; maintains action plan records
• Knowledgeable of and compliant with TD Code of Conduct

Shareholder Accountabilities

• Ensures compliance when completing operational activities in accordance with company guidelines and regulations (e.g., Bank Secrecy Act and Patriot Act)
• Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
• Performs everyday transactions such as opening/closing accounts, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
• Ensures compliance with regulations, policies, and procedures, adhering to required controls and accurate documentation
• 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, maintaining cash limits and securing drawers/stations/balances
• 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's model, brand, and culture
• Participates in personal performance and development activities
• Acts as a brand champion internally and externally
• Collaborates with team members to support the success of the team and organization
• Partners as a team player
• Seeks opportunities to improve delivery of work with high attention to quality standards
• Owns career development; seeks feedback to continuously improve skills
• Adapts positively to change
• Adheres to TD's Shared Commitments
• Models quality service at every customer interaction
• Contributes to an inclusive culture that reflects TD's diversity and creates a positive employee experience
• May train and mentor newer colleagues

Physical Requirements

Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Frequent
Performing multiple tasks – Continuous
Operating standard office equipment – Continuous
Responding quickly to sounds – Continuous
Sitting – Frequent
Standing – Frequent
Walking – Frequent
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling - Occasional
Climbing – Occasional
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
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 describe the general nature and level of work for this job and are not intended to be an exhaustive list of responsibilities, duties, and skills required. The listed responsibilities are considered essential functions for ADA purposes.

Who We Are

TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches/stores. We strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses worldwide. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is committed to being a leader in client experience, and we believe all colleagues are client-facing. Together, we are reimagining what banking can be for clients, colleagues, and communities.

Our Total Rewards Package

Our Total Rewards package reflects investments in colleagues to help them and their families achieve financial, physical, and mental well-being goals. Total Rewards includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards) and other plans such as health and well-being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and recognition. Learn more

Additional Information

We’re delighted you’re considering a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to supporting colleagues to thrive both at work and at home.

If you’re interested in a specific career path or want to build certain skills, we’ll help you succeed with regular career, development, and performance conversations with your manager, access to an online learning platform, and mentoring programs to unlock future opportunities.

If you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths to grow your expertise and make a meaningful impact. We’re committed to your success and foster a respectful workplace where diverse perspectives are valued, opportunities to grow are fair, and you can reach your full potential.

Training & Onboarding: We will provide training and onboarding sessions to ensure you have what you need to succeed in your new role.

Interview Process: We’ll reach out to candidates to schedule an interview. We strive to communicate outcomes to all applicants by email or phone.

Accommodation

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran, or any other characteristic protected by applicable law.

If you are an applicant with a disability and need accommodations to complete the application process, please email 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 applicant process.