Sales Representative

Description:

The Banking Associate plays a key role in delivering TD’s brand promise by completing everyday banking transactions, offering financial advice, educating customers on products and services, and helping customers achieve financial goals. The role includes servicing customers both on the teller line and platform, opening new accounts, resolving issues, and helping manage customer relationships.

Key Responsibilities:

• Process customer transactions accurately

• Open/close personal deposit accounts

• Provide financial advice and educate customers on TD products & tools

• Conduct customer outreach, manage leads, set appointments

• Identify customer needs and refer to appropriate partners

• Maintain compliance with regulations, policies, and procedures

• Perform teller and platform duties as needed

• Manage customer interactions, wait times, and lobby leadership

• Ensure proper documentation, customer authentication, and dual control processes

• Handle account servicing tasks (checks, debit cards, address updates, etc.)

• Maintain cash drawer accuracy and security

• Support store operations and team collaboration

• Complete all required compliance and job-specific training

Qualifications:

• High school diploma or GED

• 1 year of customer service experience (preferred)

• Teller experience preferred

• Ability to work evenings, weekends, and holidays

• Strong communication, organization, and problem-solving skills

• Ability to work independently and meet deadlines

• Proficiency in Microsoft Office

• Notary License preferred

• Must complete Teller training and Part 1 of platform training upon hire

Desired Characteristics:

• Strong customer service aptitude

• Clear and concise communication

• Effective problem-solving abilities

• Ability to handle fast-paced multitasking

• Professional judgment and decision-making skills

• Team collaboration mindset

• Positive attitude, adaptable to change

• Interest in career growth and development

• Commitment to TD’s values and culture

• Attention to detail and compliance awareness

Additional Requirements:

• Physical activities include sitting, standing, walking, lifting under/over 25 lbs., and performing multiple tasks

• Occasional domestic travel

• Compliance knowledge: Bank Secrecy Act, Patriot Act

• Must adhere to TD Code of Conduct

• Required to follow all risk, control, and audit requirements

• Ability to manage customer interactions with quality and professionalism