Banking Associate - Wallingford, Ct

TD Ameritrade

Wallingford, Connecticut, United States of America
Base: $22.00 - $27.75 usd; bonus/equity: eligible ...
**
High school diploma or ged required
1 year customer service experience preferred
Ability to work evenings weekends and holidays
** TD Ameritrade is seeking a Banking Associate for their Wallingford, Connecticut location. The role involves delivering exceptional customer service, processing banking transactions, and providing financial advice to help customers achieve their financial goals. **

Job Summary

  • The Banking Associate plays a key role in delivering TD's Brand promise by accurately completing everyday banking transactions and providing educational support on financial products.
  • This position involves deepening customer relationships through lead management activities, including creating self-generated leads, managing referrals, and conducting customer outreach via calls and SMS.
  • TD offers a competitive Total Rewards package including base salary, variable compensation, health benefits, retirement programs, and extensive career development opportunities.

Matching Summary

Match Score: 75

** TD Ameritrade is seeking a Banking Associate for their Wallingford, Connecticut location. The role involves delivering exceptional customer service, processing banking transactions, and providing financial advice to help customers achieve their financial goals. **

Salary

Base: $22.00 - $27.75 USD; Bonus/Equity: Eligible for cash and/or equity incentive awards; Benefits: Health, savings, retirement, PTO, and banking discounts

Skills & Requirements

Must-have

  • High school diploma or GED required
  • 1 year customer service experience preferred
  • Ability to work evenings weekends and holidays
  • Strong organization skills for multiple tasks
  • Excellent communication and problem-solving skills

Nice-to-have

  • Previous teller experience preferred
  • Notary License preferred
  • Microsoft Office proficiency
  • Demonstrated ability to schedule and prioritize work
  • Sound judgment in decision making

Key Requirements

  • High school diploma or GED
  • 1 year customer service experience
  • Teller training completion upon hire
  • Compliance with Bank Secrecy Act and Patriot Act

Work Rights

Not specified

Tailored Resume

Cover Letter