banking associate

NBT Bank

<div>Pay Range: $18.50 - $20.81
The role of the Relationship Banking Associate is to deliver high quality customer service and responsiveness to ensure fulfillment and satisfaction of both internal and external customers. This individual will be responsible for the efficient and timely processing of routine transactions and other related services accurately in accordance with policy and procedures. This individual will be responsible for identifying and referring sales opportunities to the appropriate business partner or line of business that will help fulfill the customer's need(s). This interaction may be in person or over the telephone. The Relationship Banking Associate will provide support for basic consumer deposit account opening as required.
Education and Experience:<ul><li>
High School Diploma or Equivalent</li><li>
Minimum one year experience in related banking positions or equivalent sales/customer service experience</li></ul>
Skills and Abilities:
<ul><li>Excellent listening &amp; communication skills</li><li>
Ability to approach, identify and have conversations with customers and identify needs and opportunities</li><li>
Organizational, interpersonal and customer relations skills which also includes problem solving and decision-making skills</li><li>
Ability to function in a fast paced, ever-changing environment</li><li>
Ability to work well with people as a team</li><li>
Proficient computer skills</li></ul>
Tasks Performed:<ul><li>
65% Processes routine transactions and associated general customer and account servicing duties with a high level of accuracy and efficiency including but not limited to routine and non-routine teller transactions in accordance with policy and procedures. Performs various administrative duties as assigned including maintaining records, preparing a variety of forms &amp; reports and daily vault balancing. Engages in referral and relationship management in accordance with established objectives and goals. Provides support for new deposit account opening as required. Will adhere to security measures and controls to minimize any potential losses to the company.</li><li>
25% Identify customer opportunities through interactive and consultative conversations to assess and address the needs of the customer. Provides services to customers, including but not limited to basic deposit account opening and referring customers to the appropriate business partners when necessary. Conducts sales and service calls to existing and potential customers to ensure existing customer needs are met and to prospect new sales leads. Take ownership to resolve customer issues and complaints while delivering a high level of responsiveness. Ensure fulfillment and customer satisfaction through direct personal action and enlist additional support to handle the customer's need in a timely manner.</li><li>
5% Participates in community events that support efforts with the Community Reinvestment Act CRA.</li><li>
5% Performs other duties as assigned and required.</li></ul>
Physical Requirements:<ul><li>
Communicate effectively with internal and/or external customers</li><li>
Stationary 50% of time</li><li>
Move about within or between locations</li><li>
Bend, Twist, Crouch, Squat</li><li>
Move Objects to Maximum 20 lbs</li></ul>
Why Work at NBT
At NBT we empower people to grow, innovate, and thrive through meaningful work, a supportive culture and opportunities to make a real impact in your community &ndash; because your success drives our success.
Wellbeing
At NBT, we value and support your wellbeing by offering generous time-off policies, wellness initiatives and flexible work arrangements, so you can thrive both personally and professionally.
Community Involvement
NBT believes community involvement fosters our success and the success of those around us. Through volunteer service and charitable partnerships, we empower our employees to make a positive impact beyond the workplace.
Culture
NBT believes in creating a workplace where every voice matters and every team member feels empowered to contribute. With supportive leadership, we foster an environment where employees are connected, inspired, and valued.
Career Development
Whether you&rsquo;re just starting your career or serve in a senior leadership role, your growth and development are our priority. NBT provides a wide variety of development programs and tools for you to reach your full potential.
Total Rewards
NBT recognizes and rewards your contributions with competitive compensation, comprehensive benefits and performance-based incentives &ndash; ensuring you feel valued every step of the way.
Business Stability
NBT has built a reputation as a stable financial institution by growing our people and our business, evolving our processes and managing risk. We've weathered the market's ups and downs for over 165 years, all while charting a well-defined growth plan.
Benefits for Full-Time Employees:<ul><li>
Generous Paid Time Off: At least 22 days annually, prorated in the year of hire.</li><li>
Parental Leave: Six weeks of paid leave at 100% of your salary.</li><li>
Comprehensive Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.</li><li>
Dental and Vision Coverage: Ensuring your overall health and well-being.</li><li>
Flexible Spending Accounts: For healthcare and dependent care expenses.</li><li>
Employer-Paid Disability Coverage: Both short-term and long-term, with an option to purchase additional long-term coverage.</li><li>
Life Insurance: Employer-paid basic life insurance, with an option to purchase supplemental coverage.</li><li>
Voluntary Benefits: Including hospital, accident, and critical illness coverage.</li><li>
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan to help secure your future.</li><li>
Adoption Assistance: Supporting your growing family.</li><li>
Tuition Reimbursement: Invest in your education and career growth.</li><li>
Employee Assistance Program (EAP): Access to support and resources.</li><li>
Pet Insurance: For all your furry friends.
</li><li>Financial and Banking Services: Various banking services benefits and financial planning assistance.</li></ul>
Benefits for Part-Time Employees Working 20+ Hours/Week:<ul><li>
Medical Coverage: Includes employer contributions to HSA for High Deductible Health Plan participants.</li><li>
Dental and Vision Coverage: Ensuring your overall health and well-being.
</li><li>Voluntary Benefits: Including hospital, accident, and critical illness coverage.
</li><li>Generous Parental Leave: Six weeks of paid leave at 100% of your salary.</li></ul>
Benefits for All Part-Time Employees:<ul><li>
Retirement Plans: Benefit from a 401(k) plan with employer matching, an optional Roth 401(k), and a pension plan for employees who work at least 1,000 hours in a calendar year, all designed to help secure your future</li><li>
Paid Sick and Safe Leave: For your health and safety.</li><li>
Employee Assistance Program (EAP): Access to support and resources.</li><li>
Financial and Banking Services: Various banking services benefits and financial planning assistance.</li></ul>
Applicants must be authorized to work for any employer in the U.S. We are unable to sponsor or assume sponsorship of an employment Visa at this time.</div>

Relationship Banking Associate

Rockefeller Capital Management

<div>About Rockefeller Capital Management:
<div>
Rockefeller Capital Management was established in 2018 as a leading independent financial advisory services firm. Originally founded in 1882 as the family office of John D. Rockefeller, the Firm has evolved to offer strategic advice to ultra- and high-net-worth individuals and families, institutions, and corporations from offices in 33 markets throughout the United States, as well as an office in London. The Firm oversees $212 billion in client assets as of April 30, 2026.</div>
Position:
<div>
Rockefeller Capital Management is seeking a motivated individual with a proven track record as an investment banking Associate to join the Investment Banking team, where the Associate will have the opportunity to work on a variety of assignments, including: sell-side and buy-side M&amp;A transactions; direct investments and co-investments; capital-raising (debt and equity); special committee engagements; divestitures and spin-off engagements; and, more broadly, evaluation of strategic alternatives.</div>
Responsibilities:
<div>
The Associate will be an ambitious self-starter with a proven record of creative and resourceful problem solving. The candidate will be interested in continuing a career in investment banking and eager to learn. We are seeking an academically and professionally accomplished Associate with the ability to multitask. This position comes with challenging work and a demanding environment in a rapidly growing firm.</div><div></div><div> 
This role offers high-impact work across the full deal lifecycle in a fast-growing platform with significant client exposure and direct senior-team interaction.</div><div></div><div> 
Associate work will include:</div><ul><li>
Performing financial analysis and financial modeling, utilizing various valuation techniques</li><li>
Drafting of materials for client meetings</li><li>
Preparation of memoranda for internal and external use</li><li>
Conducting financial and other business-related research</li><li>
Coordinating complex and often time-sensitive processes</li><li>
Active involvement in client-facing situations</li><li>
Deal execution logistics</li><li>
Participation in talent development efforts, including recruiting and training</li></ul>
Qualifications:
<ul><li>3+ years of experience as an investment banking Analyst or Associate</li><li>
Bachelor&rsquo;s degree in finance, accounting, or related field</li><li>
Knowledge and experience utilizing Microsoft Word, Excel, Outlook, PowerPoint and various financial databases (FactSet, PitchBook, Refinitiv)</li></ul>
Skills:
<ul><li>Excellent verbal and written communication skills</li><li>
Strong grasp of corporate finance and financial accounting</li><li>
High attention to detail and commitment to deliver high quality work product consistently</li><li>
Strong analytical and quantitative skills</li><li>
Able to work accurately under stress and pressure to meet competing deadlines</li><li>
Excellent time-management skills</li><li>
Ability to work well independently and as part of a team</li><li>
Assertiveness, initiative, strong work ethic, team focus</li><li>
Demonstrated and proven results</li><li>
Experience with valuation, modeling and forecasting</li><li>
Creative problem solver who thrives when presented with a challenge</li><li>
Persuasive and goal-oriented</li><li>
Possesses a professional and friendly demeanor</li><li>
Extremely reliable character with a demonstrated ability to handle sensitive information with discretion</li></ul>
Compensation Range:
<div>
The anticipated base salary range for this role is $175,000 to $200,000. Base salary for the role will depend on several factors, including a candidate&rsquo;s qualifications, skills, competencies, and experience, and may fall outside of the range shown. In addition, this role may be eligible for a discretionary bonus. Rockefeller Capital Management offers a comprehensive benefit package including health coverage, vacation time, paid leave, retirement plan, and more. Visit careers.rockco.com to learn more about additional opportunities and benefits offerings.
</div>Disclosure:
<div>
Rockefeller &amp; Co. LLC, Rockefeller Financial LLC, Rockefeller Trust Company, N.A., The Rockefeller Trust Company (Delaware), Rockefeller Financial Services, Inc. and all other subsidiaries of Rockefeller Capital Management L.P. (individually and collectively, &ldquo;Rockefeller&rdquo;) is an equal opportunity employer and does not discriminate on the basis of race, religion, sex, gender, sexual orientation, gender identity or expression, national origin, citizenship, age, military or veteran status, marital or partnership status, caregiver status, legally recognized disability, or any other basis protected by applicable federal, state or local law (&ldquo;protected characteristics&rdquo;).</div><div></div><div> 
Rockefeller Capital Management participates in the E-Verify program in certain locations, as required by law.</div></div>

Investment Banking Associate I

<div>Work Location:
Bensalem, Pennsylvania, United States of America
Hours:
40
Pay Details:
$22.00 - $27.75 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 have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually 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:
Personal &amp; Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD&rsquo;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 &amp; Scope:
<ul><li>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 services
</li><li>Delivers end-to-end advice customers expect: (1) building trust with educational content &amp; tools, (2) providing consultative support, and (3) advocating with proactive insights &amp; recommendations
</li><li>Utilizes 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 customer
</li><li>Understands 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 experience
</li><li>Accurately 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 expert
</li><li>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
</li><li>Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation &amp; 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
</li></ul>Education &amp; Experience:
<ul><li>High school diploma or GED
</li><li>1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
</li><li>Demonstrated Customer Service skills preferred
</li><li>Ability to work during operating hours to include evenings, weekends and holidays as scheduled
</li><li>Teller experience preferred
</li><li>Required to complete Teller training and part 1 of platform training upon hire
</li><li>Strong organization skills to handle multiple tasks in a fast-paced environment
</li><li>Excellent communication skills with ability to be concise, clear and consistent
</li><li>Demonstrated effective problem-solving skills
</li><li>Demonstrated ability to schedule and prioritize work
</li><li>Demonstrated ability to work independently and within deadlines
</li><li>Sound judgment in decision making and problem solving
</li><li>Proficient in Microsoft Office
</li><li>Notary License preferred
</li></ul>Customer Accountabilities:
<ul><li>Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
</li><li>Establishes 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 referral
</li><li>Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
</li><li>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
</li><li>Understands and supports the Bank's customer service strategy
</li><li>Considers the impact of decisions on the well-being of TD, its customers and stakeholders
</li><li>Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
</li><li>Ensures tasks are performed within established policy and procedures
</li><li>Successfully completes all required job specific, compliance-related training
</li><li>Understands, utilizes and follows compliance/risk and control programs
</li><li>Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
</li><li>Is knowledgeable of and complies with TD Code of Conduct
</li></ul>Shareholder Accountabilities:
<ul><li>Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
</li><li>Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
</li><li>Decisions &amp; processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
</li><li>Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
</li><li>Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
</li><li>Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
</li><li>Follows policy and procedure for Customer Authentication
</li><li>Acts as Dual Control agent when required
</li><li>Follows all required open/close procedures
</li></ul>Employee/Team Accountabilities:
<ul><li>Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
</li><li>the team
</li><li>Be an active participant in personal performance and development activities
</li><li>Acts as a brand champion both internally and externally
</li><li>Collaborates with team members in contributing to the success of the team and organization
</li><li>Partners as a team player
</li><li>Actively seeks opportunities to improve delivery of work with high attention to quality standards
</li><li>Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
</li><li>Positively embraces change
</li><li>Adheres and participates in TD's Shared Commitments
</li><li>Models quality service at every Customer interaction
</li><li>Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
</li><li>May train and act as a mentor to newer colleagues
</li></ul>Physical Requirements:
 
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
 
Domestic Travel &ndash; Occasional
 
International Travel &ndash; Never
 
Performing sedentary work &ndash; Frequent
 
Performing multiple tasks &ndash; Continuous
 
Operating standard office equipment - Continuous
 
Responding quickly to sounds &ndash; Continuous
 
Sitting &ndash; Frequent
 
Standing &ndash; Frequent
 
Walking &ndash; Frequent
 
Moving safely in confined spaces &ndash; Occasional
 
Lifting/Carrying (under 25 lbs.) &ndash; Occasional
 
Lifting/Carrying (over 25 lbs.) &ndash; Occasional
 
Squatting &ndash; Occasional
 
Bending &ndash; Occasional
 
Kneeling &ndash; Occasional
 
Crawling - Occasional
 
Climbing &ndash; Occasional
 
Reaching overhead &ndash; Occasional
 
Reaching forward &ndash; Occasional
 
Pushing &ndash; Occasional
 
Pulling &ndash; Occasional
 
Twisting &ndash; Occasional
 
Concentrating for long periods of time &ndash; Continuous
 
Applying common sense to deal with problems involving standardized situations &ndash; Continuous
 
Reading, writing and comprehending instructions &ndash; Continuous
 
Adding, subtracting, multiplying and dividing &ndash; Continuous
 
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
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. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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 reward and recognition. Learn more
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. 
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
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 under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Banking Associate - Bensalem-Street Road PA (Full Time)

<div>Work Location:
Acton, Massachusetts, United States of America
Hours:
40
Pay Details:
$22.00 - $27.75 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 have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually 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:
Personal &amp; Commercial Banking
Job Description:
The Banking Associate is a professional in banking, plays a key role in delivering TD&rsquo;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 &amp; Scope:
<ul><li>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 services
</li><li>Delivers end-to-end advice customers expect: (1) building trust with educational content &amp; tools, (2) providing consultative support, and (3) advocating with proactive insights &amp; recommendations
</li><li>Utilizes 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 customer
</li><li>Understands 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 experience
</li><li>Accurately 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 expert
</li><li>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
</li><li>Connects with customers, provides financial advice, and deepens relationships through lead management activities to include the creation &amp; 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
</li></ul>Education &amp; Experience:
<ul><li>High school diploma or GED
</li><li>1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
</li><li>Demonstrated Customer Service skills preferred
</li><li>Ability to work during operating hours to include evenings, weekends and holidays as scheduled
</li><li>Teller experience preferred
</li><li>Required to complete Teller training and part 1 of platform training upon hire
</li><li>Strong organization skills to handle multiple tasks in a fast-paced environment
</li><li>Excellent communication skills with ability to be concise, clear and consistent
</li><li>Demonstrated effective problem-solving skills
</li><li>Demonstrated ability to schedule and prioritize work
</li><li>Demonstrated ability to work independently and within deadlines
</li><li>Sound judgment in decision making and problem solving
</li><li>Proficient in Microsoft Office
</li><li>Notary License preferred
</li></ul>Customer Accountabilities:
<ul><li>Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
</li><li>Establishes 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 referral
</li><li>Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
</li><li>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
</li><li>Understands and supports the Bank's customer service strategy
</li><li>Considers the impact of decisions on the well-being of TD, its customers and stakeholders
</li><li>Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
</li><li>Ensures tasks are performed within established policy and procedures
</li><li>Successfully completes all required job specific, compliance-related training
</li><li>Understands, utilizes and follows compliance/risk and control programs
</li><li>Ensures ongoing compliance with internal/external audit and regulatory requirements. Provides prompt and comprehensive responses to all external audit, regulator and compliance requests and findings. Maintains appropriate records of action plans
</li><li>Is knowledgeable of and complies with TD Code of Conduct
</li></ul>Shareholder Accountabilities:
<ul><li>Ensures compliance when completing operational activities in accordance with company guidelines and regulations such as Bank Secrecy Act and Patriot Act to minimize risk and protect the customer
</li><li>Accurately processes cash/deposit/withdrawal transactions and other account servicing requests
</li><li>Decisions &amp; processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
</li><li>Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
</li><li>Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
</li><li>Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cash drawers/stations/balances out cash drawer and TCR
</li><li>Follows policy and procedure for Customer Authentication
</li><li>Acts as Dual Control agent when required
</li><li>Follows all required open/close procedures
</li></ul>Employee/Team Accountabilities:
<ul><li>Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
</li><li>the team
</li><li>Be an active participant in personal performance and development activities
</li><li>Acts as a brand champion both internally and externally
</li><li>Collaborates with team members in contributing to the success of the team and organization
</li><li>Partners as a team player
</li><li>Actively seeks opportunities to improve delivery of work with high attention to quality standards
</li><li>Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
</li><li>Positively embraces change
</li><li>Adheres and participates in TD's Shared Commitments
</li><li>Models quality service at every Customer interaction
</li><li>Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
</li><li>May train and act as a mentor to newer colleagues
</li></ul>Physical Requirements:
 
Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
 
Domestic Travel &ndash; Occasional
 
International Travel &ndash; Never
 
Performing sedentary work &ndash; Frequent
 
Performing multiple tasks &ndash; Continuous
 
Operating standard office equipment - Continuous
 
Responding quickly to sounds &ndash; Continuous
 
Sitting &ndash; Frequent
 
Standing &ndash; Frequent
 
Walking &ndash; Frequent
 
Moving safely in confined spaces &ndash; Occasional
 
Lifting/Carrying (under 25 lbs.) &ndash; Occasional
 
Lifting/Carrying (over 25 lbs.) &ndash; Occasional
 
Squatting &ndash; Occasional
 
Bending &ndash; Occasional
 
Kneeling &ndash; Occasional
 
Crawling - Occasional
 
Climbing &ndash; Occasional
 
Reaching overhead &ndash; Occasional
 
Reaching forward &ndash; Occasional
 
Pushing &ndash; Occasional
 
Pulling &ndash; Occasional
 
Twisting &ndash; Occasional
 
Concentrating for long periods of time &ndash; Continuous
 
Applying common sense to deal with problems involving standardized situations &ndash; Continuous
 
Reading, writing and comprehending instructions &ndash; Continuous
 
Adding, subtracting, multiplying and dividing &ndash; Continuous
 
 
The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities &amp; duties are considered essential functions for ADA purposes.
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 strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
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. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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 reward and recognition. Learn more
Additional Information:
 
We&rsquo;re delighted that you&rsquo;re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we&rsquo;re committed to providing the support our colleagues need to thrive both at work and at home.
 
 
Colleague Development
If you&rsquo;re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You&rsquo;ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. 
If you&rsquo;re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
We're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
Training &amp; Onboarding
 
We will provide training and onboarding sessions to ensure that you&rsquo;ve got everything you need to succeed in your new role.
 
 
Interview Process
 
We&rsquo;ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
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 under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.</div>

Banking Associate - Bilingual English & Spanish Speaking Preferred - Acton, MA

Independent Bank Corporation

Are you ready to grow your career in an environment that encourages confidence, clarity, and success? At Independent Bank, our team lives our mission every day:Inspiring financial independence today, with tomorrow in mind. We are committed to cultivating a workplace that values individuality, promotes growth, and supports the people we serve. Our Vision is a future where clients approach their finances with confidence and clarity&mdash;and we believe that starts with the team who supports them.Our Retail Career Path was built to do just that&mdash;support you. Whether you're launching a new career in banking or looking to advance your current one, we offer a structured, self-guided journey designed to help you grow professionally and personally. From your first day as a Client Service Associate (CSA), you'll receive the training, mentorship, and tools you need to advance&mdash;with the flexibility to progress at your own pace and increase your earning potential as you go.Client Service Associate As a Client Service Associate (CSA), you are the face of the bank, providing incomparable service to our clients every day, every time. In this position, you will focus on learning and/or reviewing basic banking transactions, and the fundamental banking terms, products, and services offered by Independent Bank. This position is similar to a traditional &ldquo;bank teller&rdquo; or &quot;personal banker&quot; role with self-guided growth opportunities.<ul><li>Assist clients with transaction services and provide solutions in a friendly and efficient manner and with credibility.</li><li>Strengthen your understanding of the basic framework of Independent Bank business accounts.</li><li>Become proficient with regards to conducting different types of transactions for clients.</li><li>Demonstrate Independent Bank digital products and services fluently and possess the ability to assist clients with navigation.</li><li>Begin to recognize opportunities to deliver financial solutions, and meet client needs, with Independent Bank products and services.</li><li>Identify client referral opportunities to appropriate team members.</li><li>Develop and maintain skills necessary to accurately and proficiently open new accounts and increase client relationships.</li><li>Ability to have meaningful financial conversations with clients during all interactions.</li><li>Maintain ongoing communication with clients following internal processes and procedures.</li><li>Capable of self-directed development of product knowledge with a continual focus on learning all aspects of product offerings.</li></ul>Why You Should Apply:<ul><li>Competitive hourly pay and great benefits.</li><li>Accommodating and flexible paid time off.</li><li>A knowledgeable, goal-driven, and exciting team of colleagues.</li><li>Numerous advancement opportunities with structured, personalized career paths and mentoring.</li><li>Exposure to different areas of banking and the ability to work with leaders within the industry.</li><li>Extensive training on all areas and aspects of the banking field to help you reach your highest potential.</li><li>Community-focused events and volunteer opportunities.</li></ul>What We&rsquo;re Looking For:<ul><li>High school diploma or equivalent education is required.</li><li>Outstanding client service skills.</li><li>Cash handling experience is preferred, but it is not required as we provide ample training.</li><li>The ability to adapt and adjust to new ideas, processes, workflows, and systems.</li><li>Ability to thrive in a fast-paced and rapidly changing environment while maintaining a commitment to accuracy, timeliness, and client focus.</li><li>Excellent interpersonal, presentation, and communication skills. This includes verbal and non-verbal forms of communication, email and phone etiquette, and the ability to work cohesively as part of a team.</li><li>A strong desire to be a part of the Independent Bank family while contributing to our growth and success.</li></ul>This is an exciting step in a journey to creating a fulfilling and rewarding career at Independent Bank. We are excited to have you join our team!Job Type: Part-timePay: $18.00 per hourBenefits:<ul><li>401(k)</li><li>401(k) matching</li><li>Flexible schedule</li><li>Paid time off</li><li>Referral program</li><li>Retirement plan</li><li>Vision insurance</li></ul>Work Location: In person

Part Time Client Service Associate (Bank Teller/Personal Banker)

Lesha Bank

<div>
 
 Lesha Bank is searching for the greatest talent and brightest minds to contribute to the current growth phase at our bank. We are looking for top-tier individuals who are passionate and hungry to add value from day one. Every day at Lesha is different, presenting a new challenge with the opportunity to contribute and grow. We are looking for an Associate &ndash; Private Wealth.
 
 
 
 
 
 
 Reporting to:
 
 Chief Private Wealth Officer
 
 
 
 
 
 
 Purpose of the Role
 
 
 
 Support Relationship Directors in managing and growing client relationships, executing investment opportunities, onboarding new clients, and ensuring a high standard of client service across the Private Wealth business.
 
 
 
 
 
 
 Key Responsibilities
 
 
 <ul>
 <li>
 Support Relationship Directors in managing High-Net-Worth (HNW) and Ultra-High-Net-Worth (UHNW) client portfolios.
 </li>
 <li>
 Participate in client meetings and assist in preparing investment proposals, presentations, and portfolio reviews , Managing emails, documentation, and meeting notes for Relationship Directors
 </li>
 <li>
 Running cash flow models and portfolio analysis in Excel
 </li>
 <li>
 Drive client onboarding and coordinate KYC and account-opening processes.
 </li>
 <li>
 Follow up with clients on investment opportunities, subscriptions, redemptions, and required documentation, Tracking client pipelines, investments, and follow-ups
 </li>
 <li>
 Coordinate with Investments, Operations, Compliance, Treasury, and Legal teams to ensure timely execution of client requests and transactions.
 </li>
 <li>
 Monitor client portfolios and assist in preparing periodic investment and performance reviews.
 </li>
 <li>
 Maintain strong client relationships and deliver exceptional client service standards.
 </li>
 <li>
 Support marketing and capital formation activities for private market and investment products.
 </li>
 <li>
 Mentor junior team members and provide support to the Client Services team when required.
 </li>
 </ul>
 
 
 
 
 
 Experience &amp; Qualifications
 
 
 <ul>
 <li>
 4-7 years of experience in Private Banking, Wealth Management, Asset Management, or Corporate Banking.
 </li>
 <li>
 Strong understanding of investment products, capital markets, and alternative investments.
 </li>
 <li>
 Experience dealing with HNW and UHNW clients.
 </li>
 <li>
 Strong communication, relationship management, and presentation skills.
 </li>
 <li>
 Fluency in English; Arabic is preferred.
 </li>
 <li>
 Bachelor&rsquo;s degree in Finance, Business Administration, Economics, or a related field.
 </li>
 <li>
 Preferred to hold Professional qualifications such as CFA, CISI, or equivalent are considered an advantage.
 </li>
 <li>
 Advanced Excel (cash flow modelling, portfolio tracking, scenario analysis)
 </li>
 <li>
 Strong PowerPoint skills (client-ready presentations)
 </li>
 <li>
 Familiarity with CRM systems and portfolio management tools
 </li>
 <li>
 Understanding of private markets / alternatives (preferred)
 </li>
 <li>
 Fluent in both Arabic and English, with strong verbal and written communication skills.
 </li>
 </ul>
 
 
 
 
 
 Success Factors
 
 
 <ul>
 <li>
 Strong ownership mindset with the ability to independently manage, track, and follow up on multiple client requests and deliverables.
 </li>
 <li>
 Exceptional attention to detail with a focus on accuracy across client materials, transactions, and reporting.
 </li>
 <li>
 Proven execution capability with the ability to deliver high-quality outputs under tight timelines.
 </li>
 <li>
 Effective coordination skills, ensuring seamless collaboration across internal teams and timely completion of client-related activities.
 </li>
 <li>
 Proactive attitude with strong follow-through, anticipating the needs of Relationship Directors and clients.
 </li>
 <li>
 Strong organizational and prioritization skills, with the ability to manage multiple tasks and maintain structured tracking of client pipelines, requests, and deliverables.
 </li>
 </ul>
 
 
</div>

Associate - Investment Banking -Private Wealth

Busey Bank

<div>Position Summary
The Relationship Banker role combines the duties of a teller with those of a relationship banker, offering personalized customer service, conducting financial transactions, and cross-selling products and services. The Relationship Banker is also responsible for handling complex banking tasks, such as opening new accounts and assisting with account maintenance, ensuring a seamless and comprehensive customer experience.<h2 class="jobSectionHeader">
Duties &amp; Responsibilities</h2>
Customer Service &amp; Relationship Building<ul><li>
Greet and engage customers in a friendly and professional manner, providing exceptional service to build lasting relationships.</li><li>
Identify customer needs and offer solutions through the bank&rsquo;s products and services.</li><li>
Develop and maintain strong customer relationships through personalized service and proactive outreach, assisting with both routine and complex banking needs.</li><li>
Resolve customer concerns and issues promptly, ensuring a positive experience.</li></ul>
Sales &amp; Referrals<ul><li>
Promote and cross-sell bank products.</li><li>
Assist customers in understanding various product offerings and provide tailored financial advice, referring customers to other lines of business as appropriate.</li></ul>
Account Management<ul><li>
Open and manage a variety of accounts.</li><li>
Assist with account maintenance tasks, such as updating account information, processing stop payments, and handling transfers.</li><li>
Provide assistance with and support for online banking services and digital banking tools.</li></ul>
Loan &amp; Credit Processing<ul><li>
Refer clients with credit needs to the appropriate banker or line of business.</li></ul>
Transactions &amp; Cash Handling<ul><li>
Process transactions with a high degree of accuracy.</li><li>
Balance cash drawer and ensure all transactions are correctly recorded at the end of each shift.</li></ul>
Compliance &amp; Risk Management<ul><li>
Adhere to all bank policies, procedures, and regulatory requirements to ensure accuracy and security of transactions.</li><li>
Maintain confidentiality of customer information and ensure compliance with privacy regulations.</li><li>
Monitor for potential fraud or suspicious activity, following bank procedures to address issues.</li></ul>
Operational Support<ul><li>
Assist with branch operations and administrative tasks, including scanning, filing, organizing records, and maintaining operational reports.</li><li>
Support branch leadership with daily operations, including opening/closing procedures and ensuring compliance with security standards.</li></ul><h2 class="jobSectionHeader">
Education &amp; Experience</h2>
Knowledge of:<ul><li>
Strong sales and customer service skills</li><li>
Strong oral and written communication skills</li><li>
Basic math and accounting functions</li></ul>
Ability to:<ul><li>
Accurately count money</li><li>
Perform duties and make decisions under frequent time pressures</li><li>
Stand for extended periods of time</li><li>
Lift 50 pounds</li></ul>
Education and Training:<ul><li>
Requires a High School diploma.</li><li>
Requires previous banking and/or sales experience.</li><li>
Pursuant to the Secure and Fair Enforcement for Mortgage Licensing Act (&ldquo;SAFE Act&rdquo;), all Relationship Bankers (if lending) are required to maintain current registration with the Nationwide Mortgage Licensing System &amp; Registry (&ldquo;NMLS&rdquo;). If such registration is not active as of the hire date, the Relationship Banker must immediately attain active registration upon employment. Relationship Bankers who fail to maintain an active and current registration will be unable to lend and may be subject to disciplinary action, up to and including termination of employment.</li><li>
Requires knowledge of Microsoft Office.</li></ul>
Benefits and Compensation
Salary offered is based on factors, including but not limited to, the job duties, required qualifications and relevant experience, and local market trends. The role may be eligible for bonus or incentives based on company and individual performance.
(Base Pay Range: $18-$21/hour)
Busey provides a competitive Total Rewards package in return for your time, talents, efforts and ultimately, results. Your personal and professional well-being&mdash;now and in the years to come&mdash;are important to us. Busey&rsquo;s Total Rewards include a competitive benefits package offering 401(k) match, profit sharing, employee stock purchase plan, paid time off, medical, dental, vision, company-paid life insurance and long-term disability, supplemental voluntary life insurance, short-term and long-term disability, wellness incentives and an employee assistance program. In addition, eligible associates may take advantage of pre-tax health savings accounts and flexible spending accounts. Visit Busey Total Rewards for more information.
Equal Opportunity
Busey values a diverse and inclusive workplace and strives to recruit, develop and retain individuals with exceptional talent. A team with diverse talent, working together, is essential to Busey&rsquo;s commitment of delivering service excellence. Busey is an Equal Opportunity Employer including Disability/Vets. Visit Busey.com/Careers to learn more about Busey&rsquo;s Equal Opportunity Employment.
Unsolicited Resumes
Busey Bank, and its subsidiaries, does not accept any liability for fees for resumes from recruiters or employment agencies (&ldquo;Agency&rdquo;), without a binding, written recruitment agreement between Busey and Agency describing the services and specific job openings (&ldquo;Agreement&rdquo;). Busey may consider any candidate for whom an Agency has submitted an unsolicited resume and explicitly reserves the right to hire those candidate(s) without any financial obligation to the Agency, unless an Agreement is in place. Any email or verbal contact with any Busey associate is inadequate to create a binding agreement. Agencies without an Agreement are requested not to contact any associates of Busey with recruiting inquiries or resumes. Busey respectfully requests no phone calls or emails.</div>

Relationship Banker | North Water/Decatur

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