banking associate

TD Bank

<div>Work Location:
Wellesley, Massachusetts, United States of America
Hours:
40
Pay Details:
$23.75 - $31.00 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 - Wellesley, MA

Sovereign Bank

<div><div><div><div>Summary of position:
Responsible for processing transactions accurately and efficiently in accordance with established policies and procedures. Delivers quality customer service by greeting and responding to customers promptly and courteously. Executes competent security procedures by being observant and informed about potential security risks.</div></div><div><div> 
Key job functions: (Includes current duties, primary objectives, and responsibilities which are critical to the successful performance of the position)<ul><li>
Promote and maintain positive relations with all contacts, customers and potential customers</li><li>
Comply with all departmental and company policies and procedures</li><li>
Process monetary transactions of retail and commercial customers (i.e. cashier&rsquo;s checks, money orders, traveler&rsquo;s cheques, savings bonds, Visa gift cards, etc.)</li><li>
Maintain quality service to all customers by answering product and service questions; cross-selling related products and services and being courteous and responsive to all customers&rsquo; needs</li><li>
Balance cash drawer to ensure accurate cash position</li><li>
Perform bank opening and closing procedures as needed</li><li>
Proactively seeks out and maintains knowledge of bank products and services</li><li>
Perform, correct, balance and submit branch capture items/batches in accordance with established procedures and time frames</li><li>
Resolve product or service problems in a timely manner by listening and verifying the customer&rsquo;s complaint; determining the cause of the problem; selecting and explaining the best solution or referring the complaint to the appropriate area; following up with the customer</li><li>
Contribute to team effort and customer service by answering customer telephone calls in a timely and appropriate manner</li><li>
Actively participates in the bank&rsquo;s customer satisfaction survey telephone calls</li><li>
Demonstrate knowledge of laws and regulations applicable to teller activities 
</li><li>
Exercise awareness in regards to suspicious activity, money laundering or fraudulent behavior as it relates to cash transactions and overall transaction activity and document any such behavior so SAR filings can be considered</li><li>
May train new employees and answer co-worker questions</li><li>
Completes quarterly regulatory training in a timely manner</li><li>
Other duties as assigned</li></ul></div></div><div><div> 
Qualifications:<ul><li>
Capable of maintaining confidentiality</li><li>
Ability to multi-task</li><li>
Ability to operate related computer applications and business equipment including copy machine, coin and money counting machines and telephone.</li><li>
Accuracy/good math skills</li><li>
Strong interpersonal skills</li><li>
Professional appearance.</li></ul></div></div><div><div> 
Education and Experience:<ul><li>
Bachelor's degree in Business Administration, Management, or related field, preferred.</li><li>
High school diploma or equivalent</li><li>
Six months cash handling experience</li><li>
Previous experience in customer service position</li></ul></div></div><div><div> 
Physical Demands: These physical demands are generally representative of the position.<ul><li>
Hearing, speech, close vision</li><li>
Sitting, including computer use</li><li>
Driving with own transportation to other branches for meetings/workshops</li><li>
On occasions, may be required to lift and/or move up to 25 pounds</li><li>
Job responsibilities may include standing, walking, lifting, kneeling, and crouching</li></ul></div></div></div> 
Sovereign Bank is an Equal Opportunity Employer</div>

Business Banking Associate

MERCOR

<div>About the job
Mercor connects elite creative and technical talent with leading AI research labs. Headquartered in San Francisco, our investors include Benchmark, General Catalyst, Peter Thiel, Adam D'Angelo, Larry Summers, and Jack Dorsey.
Position: Investment Banking Expert 
Type: Contract 
Compensation: $130/hour 
Location: Remote 
Duration: Minimum four weeks 
Commitment: 10+ hours/week
Role Responsibilities<ul><li>
Evaluate the accuracy and depth of financial models to strengthen reasoning and rigor in model outputs.</li><li>
Review complex investment banking content for alignment with domain principles and methodologies.</li><li>
Provide clear, structured feedback to AI research teams to improve training data quality and downstream performance.</li><li>
Develop evaluation rubrics and benchmarks for assessing AI-generated financial tasks and solutions.</li><li>
Collaborate with subject matter experts to ensure consistency, relevance, and coverage across datasets.</li><li>
Work independently and asynchronously to meet deadlines while improving AI model performance.</li></ul>
Qualifications
Must-Have<ul><li>
At least 2 years of experience in investment banking at top firms.</li><li>
Experience in Financial Modeling, Pitch Decks, Investment/Analysis Summaries and Memos, or Company/Industry Analysis.</li></ul>
Compensation &amp; Legal<ul><li>
Hourly contractor</li><li>
Paid weekly</li></ul>
Application Process (Takes 20&ndash;30 mins to complete)<ul><li>
Upload resume</li><li>
AI interview based on your resume</li><li>
Submit form</li></ul>
Resources &amp; Support<ul><li>
For details about the interview process and platform information, please check: https://talent.docs.mercor.com/welcome/welcome</li><li>
For any help or support, reach out to: support@mercor.com</li></ul>
PS: Our team reviews applications daily. Please complete your AI interview and application steps to be considered for this opportunity.</div>

Investment Banking Associate Analyst

Investment Banking Associate Analyst Remote

MUFG

<div>Known for its unique entrepreneurial culture that values teamwork and transparency, Intrepid offers highly motivated individuals the opportunity to make meaningful contributions to client engagements and take on important leadership initiatives within the firm, resulting in a high level of job satisfaction while building a solid foundation for your career. Our culture values the development and well-being of our team-members and fosters strong camaraderie throughout the firm, resulting in what we believe is some of the highest retention rates in the industry.
Intrepid is a specialty investment bank and provides M &amp; A, capital raising and strategic advisory services to entrepreneurs, family-owned companies, private equity sponsors and major corporations, through dedicated banking teams with deep industry sector experience and over three decades of experience. The firm is based in Los Angeles, with additional offices in San Francisco, New York, Chicago, and Charlotte. Intrepid is the middle-market advisory arm of Mitsubishi UFJ Financial Group (NYSE: MUFG), one of the largest financial groups in the world.
The selected colleague will work at an MUFG office or client sites four days per week and work remotely one day. A member of our recruitment team will provide more details.
Intrepid Investment Bankers is expanding and seeking to hire a talented and experienced professional at the Associate level in the Special Situations and Restructuring Group in New York.
Intrepid&rsquo;s Special Situations and Restructuring team specializes in delivering expert advisory services for clients facing unique and complex challenges including debt maturities or defaults, declining financial performance, or litigation. The Special Situations and Restructuring team collaborates closely with Intrepid&rsquo;s industry coverage groups to provide advice for companies, lenders, boards of directors, and other key stakeholders.
Responsibilities<ul><li>
Organizing, reviewing, and analyzing due diligence processes and materials</li><li>
Developing valuation analyses and models (projections, LBO, DCF, public comparables, historical M &amp; A transactions, liquidation analysis, etc.)</li><li>
Preparing comprehensive pitchbooks, information memoranda, management presentations and marketing materials</li><li>
Compiling prospective acquirer &amp; investor lists and contacting acquirers &amp; investors</li><li>
Performing key steps in the transaction execution process</li><li>
Supporting senior bankers in establishing relationships and maintaining direct contact with current and prospective clients</li><li>
Interacting with senior bankers to help build the firm (training, recruiting, mentoring, etc.)</li></ul>
Qualifications<ul><li>
Minimum 2 + years' experience of Capital Advisory, Special Situations M &amp; A and Restructuring advisory experience at a top-tier investment bank or recognized independent advisory firm</li><li>
1+ years' experience at the Associate level preferred</li><li>
Demonstrated knowledge of completed transactions from pitch to close in various transaction structures (in- and out-of-court sale processes, liability management exercises, plans of reorganization, etc.)</li><li>
Outstanding academic credentials from a top tier school</li><li>
Demonstrated critical thinking, process oriented, and strong attention to details</li><li>
Excellent written and oral communications skills</li><li>
Highly proficient financial analysis and modeling skills</li><li>
Proactive, results oriented, can-do attitude, team player</li><li>
Self-starter willing to work in an entrepreneurial, demanding, and fast-paced environment</li><li>
Significant level of maturity and the ability to work collaboratively as part of a small team</li><li>
Proficiency with S &amp; P Capital IQ, Pitchbook, Salesforce CRM and online data room platforms</li><li>
SIE and Series 79 and 63 licenses are required</li></ul>
The typical base pay for this role is $170,000 depending on job-related knowledge, skills, experience, and location. This role may also be eligible for certain discretionary performance-based bonus and/or incentive compensation. Additionally, our Total Rewards program provides colleagues with a competitive benefits package (in accordance with the eligibility requirements and respective terms of each) that includes comprehensive health and wellness benefits, retirement plans, educational assistance and training programs, income replacement for qualified employees with disabilities, paid maternity and parental bonding leave, and paid vacation, sick days, and holidays. For more information on our Total Rewards package, please click the link below.
MUFG Benefits Summary
The above statements are intended to describe the general nature and level of work being performed. They are not intended to be construed as an exhaustive list of all responsibilities duties and skills required of personnel so classified.
We will consider for employment all qualified applicants, including those with criminal histories, in a manner consistent with the requirements of applicable state and local laws (including (i) the San Francisco Fair Chance Ordinance, (ii) the City of Los Angeles&rsquo; Fair Chance Initiative for Hiring Ordinance, (iii) the Los Angeles County Fair Chance Ordinance, and (iv) the California Fair Chance Act) to the extent that (a) an applicant is not subject to a statutory disqualification pursuant to Section 3(a)(39) of the Securities and Exchange Act of 1934 or Section 8a(2) or 8a(3) of the Commodity Exchange Act, and (b) they do not conflict with the background screening requirements of the Financial Industry Regulatory Authority (FINRA) and the National Futures Association (NFA). The major responsibilities listed above are the material job duties of this role for which the Company reasonably believes that criminal history may have a direct, adverse and negative relationship potentially resulting in the withdrawal of conditional offer of employment, if any.
We are proud to be an Equal Opportunity Employer and committed to leveraging the diverse backgrounds, perspectives and experience of our workforce to create opportunities for our colleagues and our business. We do not discriminate on the basis of race, color, national origin, religion, gender expression, gender identity, sex, age, ancestry, marital status, protected veteran and military status, disability, medical condition, sexual orientation, genetic information, or any other status of an individual or that individual&rsquo;s associates or relatives that is protected under applicable federal, state, or local law.</div>

Investment Banking Associate - Special Situations

ACNB Bank

<div><div>Join Our Team as a Part-time Community Banking Associate (Bank Teller) in York at Traditions Bank, a division of ACNB!</div><div></div><div> 
Are you passionate about building relationships and finding solutions for customers? Do you thrive in a dynamic and community-focused environment? If so, Traditions Bank is looking for you to join our team as a part-time Community Banking Associate (Bank Teller) at our South York Plaza Office!</div><div></div><div> 
What We&rsquo;re Looking For:</div><ul><li>
Experience: Retail or customer-facing role (Key Holder / Assistant Manager) where sales goals and accuracy matter.</li><li>
Professional Skills:<ul><li>
A dependable work style &ndash; you follow procedures, show up on time, and take pride in doing things right.</li><li>
Comfort in handling cash transactions, maintaining accuracy.</li><li>
Strong communication skills with the ability to represent the bank confidently with customers and teammates.</li><li>
Basic computer skills, including MS Office, and ability to learn new systems quickly.</li></ul></li><li>
Education: High school diploma or equivalent.</li><li>
Physical Requirements: Ability to regularly lift and/or move approximately 20 pounds and occasionally lift and/or move approximately 50 pounds of coin.</li></ul><div>
Key Responsibilities:</div><ul><li>
Customer Service: Greet and assist customers in a friendly and courteous manner using the Bank Service Excellence Standards.</li><li>
Transaction Handling: Accept deposits, cash checks, accept loan payments, sell official checks, and maintain an approved level of cash.</li><li>
Relationship Building: Ask questions and identify needs to enhance customer relationships; actively refer customers to appropriate Community Banking team members.</li><li>
Daily Operations: Prepare daily settlement and proof of cash transactions; balance cash drawer accurately and efficiently on a daily basis.</li><li>
Support &amp; Compliance: Cooperate with and support adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness.</li></ul><div>
Why You&rsquo;ll Love Working with Us:</div><ul><li>
Engage with the Community: Interact with customers and perform a variety of banking transactions to service the communities we serve.</li><li>
Build Relationships: Use your interpersonal skills to enhance customer relationships and provide exceptional service.</li><li>
Grow with Us: Opportunities to mentor new associates and generate referrals to internal business partners.</li><li>
Career Advancement: At ACNB Bank, we believe in promoting from within. As you demonstrate your skills and dedication, you'll have opportunities to advance to higher positions within the bank, such as Community Banking Associate II, Branch Manager, or even roles in Wealth Management, Treasury Management, Insurance Services, Mortgage Lending, and more!</li></ul><div></div><div> 
Join us at Traditions Bank, a division of ACNB, and be a part of a team that values community, relationships, and exceptional service. Apply today and start your journey with us!</div><div></div><div> 
Apply Now! Our Careers page will help you find the job you've been looking for: https://www.acnb.com/careers-employment</div><div></div><div> 
Location: 201 Pauline Dr, York, PA 17402</div><div>
Hours: 24 - 27 hours/week, various during bank branch hours</div><div></div><div> 
ACNB Bank is an Equal Opportunity Employer.</div></div>

Part-time Community Banking Associate (Teller) - Traditions Bank

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Part-time Community Banking Associate (Teller) - Traditions Bank