Banking Associate - Clinton Hill (30 Hours Weekly)

Job Details

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

Hours: 30 per week

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 you more specific details for this role.

Line of Business

Line of Business: Personal & Commercial Banking

Job Description

The Banking Associate is a professional in banking 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.
• Utilizes 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, ensuring a positive customer experience.
• Accurately completes everyday banking transactions on the teller line or platform while identifying customer needs and educating on products, services, and tools or referring to the appropriate expert.
• Serves customers on the teller line and platform as needed, with the ability to service personal deposit accounts, everyday transactions, debit/credit card issues, Regulation E, and online/mobile banking.
• Engages with customers, provides financial advice, and deepens relationships through lead management activities, including self-generated leads, partner/retail referrals, campaign leads, outbound outreach, appointment setting, and lead prioritization.

Education & Experience

• High school diploma or GED
• 1 year of experience working with customers in any capacity (volunteering, education, or 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 by demonstrating product knowledge, listening to customer needs, 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
• Acts as lobby leadership and the first point of contact for customer inquiries, orchestrating walk-in traffic and resolving issues or scheduling appointments with experts
• 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 policy and procedures
• Completes all required job-specific compliance 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 audits and findings; maintains action plans
• Is knowledgeable of and complies with TD Code of Conduct

Shareholder Accountabilities

• Ensures compliance when completing operational activities according to company guidelines and regulations such as Bank Secrecy Act and Patriot Act
• Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
• Processes everyday transactions such as opening/closing accounts, servicing accounts, depositing or cashing checks, reordering a debit card, or updating addresses
• Ensures compliance with all regulations, policies, and procedures with required controls and documentation
• Applies customer authentication principles 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 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 Model, Brand, and Culture
• Participates in personal performance and development activities
• Acts as a brand champion internally and externally
• Collaborates with team members to contribute to the success of the team and organization
• Works as a team player and seeks opportunities to improve delivery of work with high quality standards
• Owns career development and seeks diverse feedback to enhance skills
• Adapts to change and adheres to TD's Shared Commitments
• Models quality service at every customer interaction
• Supports advancing and sustaining an inclusive culture that reflects TD's diversity agenda
• 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 – Continuous
• Applying common sense to standardized problems – Continuous
• Reading, writing, and comprehending instructions – Continuous
• Adding, subtracting, multiplying, and dividing – Continuous

The above statements describe the general nature and level of work. They are not an exhaustive list of responsibilities, duties, and skills. The listed duties are considered essential 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 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, regardless of location, are client-facing. Together, we are reimagining what banking can be for clients, colleagues, and communities.

Our Total Rewards Package

Our Total Rewards package includes base salary and incentive opportunities, 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 recognition programs. 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 at work and at home.

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

If you’re passionate about helping clients and building 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 are fair, and you can achieve your career goals. Here at TD, we hire and develop the best.

Training & Onboarding

We 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 of interest to schedule an interview. We aim 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 USWAPTDO@td.com. Include your full name, best way to reach you, and the accommodation needed to assist you with the applicant process.