CFA Institute
Banking Associate (Bilingual Spanish Preferred) - Miami/Brickell Ave
CFA Institute, Miami, Florida, us, 33222
Work Location:United States of America
Hours:40
Pay Details:$21.25 - $27.00 USD
Line of Business:Personal & Commercial BankingJob Description:
The Banking Associate is a professional in banking, 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; to include processing customer transactions, opening new accounts and educating customers on all banking products and servicesDelivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendationsUtilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customerUnderstands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experienceAccurately completes 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 expertServices the customer, 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 on-line (digital) bankingConnects with customers, provides financial advice, and deepens 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
Education & Experience:High school diploma or GED1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferredDemonstrated Customer Service skills preferredAbility to work during operating hours to include evenings, weekends and holidays as scheduledTeller experience preferredRequired to complete Teller training and part 1 of platform training upon hireStrong organization skills to handle multiple tasks in a fast-paced environmentExcellent communication skills with ability to be concise, clear and consistentDemonstrated effective problem-solving skillsDemonstrated ability to schedule and prioritize workDemonstrated ability to work independently and within deadlinesSound judgment in decision making and problem solvingProficient in Microsoft OfficeNotary License preferred
Customer Accountabilities:Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customersEstablishes and nurtures 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 referralManages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetingsEngages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in trafficUnderstands and supports the Bank's customer service strategyEnsures tasks are performed within established policy and proceduresSuccessfully completes all required job specific, compliance-related trainingUnderstands, utilizes and follows compliance/risk and control programsEnsures ongoing compliance with internal/external audit and regulatory requirements.
Employee/Team Accountabilities:Contributes to a positive work environment by aligning to TD Model, Brand and CultureBe an active participant in personal performance and development activitiesActs as a brand champion both internally and externallyCollaborates with team members in contributing to the success of the team and organizationPositively embraces changeAdheres and participates in TD's Shared CommitmentsModels quality service at every Customer interactionMay train and act as a mentor to newer colleagues
Physical Requirements:
Domestic Travel - OccasionalInternational Travel - NeverPerforming sedentary work - ContinuousPerforming multiple tasks - ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds - OccasionalSitting - FrequentStanding - FrequentWalking - FrequentMoving safely in confined spaces - OccasionalLifting/Carrying (under 25 lbs.) - OccasionalLifting/Carrying (over 25 lbs.) - NeverSquatting - OccasionalBending - OccasionalKneeling - OccasionalCrawling - NeverClimbing - NeverReaching overhead - NeverReaching forward - OccasionalPushing - NeverPulling - NeverTwisting - NeverConcentrating for long periods of time - ContinuousReading, writing and comprehending instructions - Continuous
Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
Additional Information:We're delighted that you're considering building a career with TD.
Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.
Training & OnboardingWe will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview ProcessWe'll reach out to candidates of interest to schedule an interview.
Accommodation
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.#J-18808-Ljbffr
Hours:40
Pay Details:$21.25 - $27.00 USD
Line of Business:Personal & Commercial BankingJob Description:
The Banking Associate is a professional in banking, 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; to include processing customer transactions, opening new accounts and educating customers on all banking products and servicesDelivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendationsUtilizes TD's systems and tools to engage with Customers to acquire and deepen relationships by providing advice and guidance to ultimately attract, and retain the customerUnderstands customer financial needs to identify opportunities to promote and educate on products, services, and/or refer them to the appropriate team member or internal Bank partner, while ensuring a positive customer experienceAccurately completes 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 expertServices the customer, 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 on-line (digital) bankingConnects with customers, provides financial advice, and deepens 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
Education & Experience:High school diploma or GED1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferredDemonstrated Customer Service skills preferredAbility to work during operating hours to include evenings, weekends and holidays as scheduledTeller experience preferredRequired to complete Teller training and part 1 of platform training upon hireStrong organization skills to handle multiple tasks in a fast-paced environmentExcellent communication skills with ability to be concise, clear and consistentDemonstrated effective problem-solving skillsDemonstrated ability to schedule and prioritize workDemonstrated ability to work independently and within deadlinesSound judgment in decision making and problem solvingProficient in Microsoft OfficeNotary License preferred
Customer Accountabilities:Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customersEstablishes and nurtures 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 referralManages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetingsEngages in lobby leadership and represents the first point of contact for customer inquiries and helps to orchestrate the customer walk-in trafficUnderstands and supports the Bank's customer service strategyEnsures tasks are performed within established policy and proceduresSuccessfully completes all required job specific, compliance-related trainingUnderstands, utilizes and follows compliance/risk and control programsEnsures ongoing compliance with internal/external audit and regulatory requirements.
Employee/Team Accountabilities:Contributes to a positive work environment by aligning to TD Model, Brand and CultureBe an active participant in personal performance and development activitiesActs as a brand champion both internally and externallyCollaborates with team members in contributing to the success of the team and organizationPositively embraces changeAdheres and participates in TD's Shared CommitmentsModels quality service at every Customer interactionMay train and act as a mentor to newer colleagues
Physical Requirements:
Domestic Travel - OccasionalInternational Travel - NeverPerforming sedentary work - ContinuousPerforming multiple tasks - ContinuousOperating standard office equipment - ContinuousResponding quickly to sounds - OccasionalSitting - FrequentStanding - FrequentWalking - FrequentMoving safely in confined spaces - OccasionalLifting/Carrying (under 25 lbs.) - OccasionalLifting/Carrying (over 25 lbs.) - NeverSquatting - OccasionalBending - OccasionalKneeling - OccasionalCrawling - NeverClimbing - NeverReaching overhead - NeverReaching forward - OccasionalPushing - NeverPulling - NeverTwisting - NeverConcentrating for long periods of time - ContinuousReading, writing and comprehending instructions - Continuous
Who We Are:TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
Additional Information:We're delighted that you're considering building a career with TD.
Colleague DevelopmentIf you're interested in a specific career path or are looking to build certain skills, we want to help you succeed.
Training & OnboardingWe will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview ProcessWe'll reach out to candidates of interest to schedule an interview.
Accommodation
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.#J-18808-Ljbffr