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Banking Associate - Webster Square
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$21.25 - $27 an hour
Full-time
- Services 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) banking
- Connects with Customers/Prospects, 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
- Engages in Lobby leadership and represents the first point of contact for Customer inquiries and helps to orchestrate the Customer walk-in traffic and can be the first point of contact for Customer resolution or to make appointments to see an expert
- Knowledgeable in TD Bank products, services, campaigns as well as personal banking practices/procedures/regulations
- Drives proactive Customer Advice & guidance conversations through internal Customer engagement, appointment setting, and effective lobby engagement
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