Banking Associate - Part Time 20hr Gate Parkway jobs at Td Bank in United States, Jacksonville

Responsibilities:

• Manages the end-to-end client journey to deliver on client needs and drive sales opportunities while mitigating risk

• Identifies and refers specialized small business opportunities and solutions to clients while conducting small business relationship reviews

• Delivers a branded customer experience within aligned sales portfolios by being in the field a minimum of 80% of the time

• Fosters relationships with key partners such as Merchant, Practice Solutions, Treasury, and Business Banking to increase small business opportunities

• Leverages knowledge of credit to advise small business owners on solutions, services, and digital capabilities that help them meet their short and long-term business goals

• Supports execution of the sales delivery model to achieve targeted performance and growth of the bank's Small Business segment

• Coaches, develops, guides, and delivers feedback to associates and clients while embodying a client and employee-centric culture

:

• The Business Banking Relationship Manager role is an outside sales role and will require the incumbent to be in the field at least 80% of the time

• Has proven success in consultative sales in financial services or in business-to-business sales

• Ability to demonstrate examples of improving specific businesses financial outcomes by interpreting financial statements and recommending specific levers

• Is passionate about outside sales and enjoys spending time prospecting

• Wants to enhance existing relationships and exceed sales goals

• Can analyze financial conditions of clients and industry trends

• Can understand and interpret financial statements and cash flow analysis

• Has excellent communication skills and demonstrated leadership ability

• Enjoys partnering and negotiating with a team of bank employees to solve client issues

• Demonstrated management of a client portfolio with focus on relationship development and deepening

• Thorough knowledge of small business financial products and services

• Familiarity with CRM platforms and other banking systems

:

• Community leadership

• Strong computer skills with an ability to multitask in a demanding environment

• Bachelor’s degree desired but not required

Skills:

• Client Experience Branding

• Client Management

• Client Solutions Advisory

• Customer and Client Focus

• Pipeline Management

• Credit Documentation Requirements

• Financial Analysis

• Oral Communications

• Prioritization

• Written Communications

• Coaching

• Interpret Relevant Laws, Rules, and Regulations

• Prospecting

• Risk Management

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

Client Service Associates will be co-located at a central site, and report into theClient Service Managerand provide shared support for advisors who have a short term need.

• The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

Responsibilities include:

• End-to-end onboarding process; including systems, documentation, and follow-up
• New account opening and maintenance
• Phone coverage for assigned advisors
• IAP enrollment and maintenance
• Process and manage client servicing requests and account maintenance
• Drive digital client engagement
• Use Salesforce to track daily activities

Required Qualifications:

• 1+ years' experience working in a client servicing operations capacity or banking/ financial industry
• Proficient in Microsoft Word, Excel

Desired Qualifications:

• Undergraduate Degree
• Knowledge of investment and banking products, policies & procedure
• The candidate should respond well to changing and evolving job duties and expectations.
• Strong technological skills are desired
• Bilingual – Spanish
• Bilingual - Mandarin Chinese
• Bilingual - Portuguese

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Time Management
• Organizational
• Detail Oriented

High School Diploma / GED / Secondary School or equivalent

Job Description:

Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations.

Job Description:

Client Service Associates will be co-located at a central site, and report into theClient Service Managerand provide shared support for advisors who have a short term need.

• The Client Service Associates (CSA) role is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs).
• You will be part of a team of CAs supporting specific advisors and their clients. CSA’s may also on a regular basis support office initiatives, in addition to the businesses of particular FAs.
• For established clients, the CSA will often serve as the most frequent point of contact with Merrill Wealth Management.

Responsibilities include:

• End-to-end onboarding process; including systems, documentation, and follow-up
• New account opening and maintenance
• Phone coverage for assigned advisors
• IAP enrollment and maintenance
• Process and manage client servicing requests and account maintenance
• Drive digital client engagement
• Use Salesforce to track daily activities

Required Qualifications:

• 1+ years' experience working in a client servicing operations capacity or banking/ financial industry
• Proficient in Microsoft Word, Excel

Desired Qualifications:

• Undergraduate Degree
• Knowledge of investment and banking products, policies & procedure
• The candidate should respond well to changing and evolving job duties and expectations.
• Strong technological skills are desired
• Bilingual – Spanish
• Bilingual - Mandarin Chinese
• Bilingual - Portuguese

Skills:

• Account Management
• Client Management
• Customer and Client Focus
• Issue Management
• Oral Communications
• Business Development
• Client Solutions Advisory
• Pipeline Management
• Prioritization
• Administrative Services
• Emotional Intelligence
• Time Management
• Organizational
• Detail Oriented

High School Diploma / GED / Secondary School or equivalent

Depth & Scope:

• Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience
• Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk
• Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
• Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
• Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
• Independently resolves customer issues, errors and problems, escalating when necessary
• Builds working relationships with customers and explains detailed and/or complicated information.
• Requires full proficiency gained through job related training to perform a range of activities
• Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise
• Engages in conversations with customers about loan products, facilitates the application intake
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Education & Experience:

• HS Diploma or GED
• 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, military experience preferred.
• Teller experience preferred
• Must be able to complete teller training upon hire to take customer transactions
• Demonstrated ability to engage in customer conversations while educating them on products and services preferred
• Demonstrated organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with ability to be concise, clear and consistent
• Demonstrated ability to schedule and prioritize work
• Demonstrated ability to work independently and within deadlines
• Sound judgment in decision making and effective problem solving
• Proficient in Microsoft Office
• Notary License (Preferred)

Customer Accountabilities:

• Delivers Legendary experience by helping customers, building relationships, and delivering service and advice
• Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
• Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money
• Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
• Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately
• Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs
• May act as a point of escalation for Customer questions or concerns
• May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
• Considers the impact of decisions on the well-being of TD, its Customers andstakeholders
• Acts as a brand champion both internally and externally
• Recognizes transaction needs and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time

Shareholder Accountabilities:

• 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
• Participates in the Stores daily operations to ensure alignment with TD's risk framework
• Understands and applies operating policies and procedures
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high-risktransactions/activitiesas necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customertransactions/activities
• Knowledgeable of and complies with Bank Code of Conduct
• Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location
• Executes with excellence by adhering to all risk and control policies/procedures

Employee/Team Accountabilities:

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
• Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
• Participatesin personal performance management and development activities
• Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally
• Utilizes feedback through coaching sessions to demonstrate stronger performance
• Establishes relationships with partner bankers to make effective referrals to them
• Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
• Collaborates with team members in contributing to the success of theteam and organization
• Actively seeks opportunities to improve delivery of work with high attention to quality standards
• Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
• Positivelyembraces change
• Adheres and participates in TD's Shared Commitments and code of conduct expectations
• Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience

OCC Language:

• This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
• Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
• Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
• Satisfactory results on a criminal background check and a credit report check, andstatements/certificationfrom job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position

Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Continuous
Sitting – Frequent
Standing – Frequent
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Occasional
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – ContinuousThe 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 & duties are considered essential functions for ADA purposes.

Our Total Rewards Package

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.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Depth & Scope:

• Proficient in products, services and routine transactions in order to identify opportunities to educate on Bank products and services to Customers and/or refer them to appropriate team member or internal Bank partners, while ensuring a positive Customer experience
• Requires a broad knowledge and understanding of the full product suite, services and processes of business area, and could be characterized by low to moderate complexity/risk
• Establishes and nurtures Customer relationships by consistently displaying product knowledge, actively listening to Customer needs while engaging in additional conversation to identify any additional needs and offer a solution or partner referral
• Makes product recommendations based on Customer needs and highlights product features and benefits that ultimately support Customers through challenging times and life events, save time and money, and exceed their needs
• Utilizes Customer relationship management tools to proactively play a key role in customer assessments, proactively identifies Customer solutions and lead-focused outbound sales activities
• Independently resolves customer issues, errors and problems, escalating when necessary
• Builds working relationships with customers and explains detailed and/or complicated information.
• Requires full proficiency gained through job related training to perform a range of activities
• Participates in Customer outreach, servicing and advice activities to deliver on our unexpectedly human promise
• Engages in conversations with customers about loan products, facilitates the application intake
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)

Education & Experience:

• HS Diploma or GED
• 1+ years' experience working with customers and or sales in any capacity or equivalent demonstrated through any of the following: volunteering, education, military experience preferred.
• Teller experience preferred
• Must be able to complete teller training upon hire to take customer transactions
• Demonstrated ability to engage in customer conversations while educating them on products and services preferred
• Demonstrated organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with ability to be concise, clear and consistent
• Demonstrated ability to schedule and prioritize work
• Demonstrated ability to work independently and within deadlines
• Sound judgment in decision making and effective problem solving
• Proficient in Microsoft Office
• Notary License (Preferred)

Customer Accountabilities:

• Delivers Legendary experience by helping customers, building relationships, and delivering service and advice
• Understands and supports the Bank's Customer Service Strategy; Delivers Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
• Serves as a Customer advocate in improving customer financial confidence, providing customer resolution, proactive tips and insights on saving time & money
• Consistently executes appropriate behaviors to deliver a Legendary Customer experience that is unexpectedly human in the Store through either effective problem resolution or providing sound advice that yields a solution
• Engages in lobby leadership by orchestrating customer flow, warmly welcome, discover initial needs and guides customer appropriately
• Understands customer preferences with banking (when and how they want) and educates Customers on self-service options that meet their needs
• May act as a point of escalation for Customer questions or concerns
• May perform a variety of (teller) transactions including check cashing, deposits, transfers and withdrawals while monitoring fraud mitigation and adhering to established operational policies and procedures
• Considers the impact of decisions on the well-being of TD, its Customers andstakeholders
• Acts as a brand champion both internally and externally
• Recognizes transaction needs and educates clients on self-service channels including digital options
• Brings your genuine self and turns each banking transaction into a personalized interaction, one Customer at a time

Shareholder Accountabilities:

• 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
• Participates in the Stores daily operations to ensure alignment with TD's risk framework
• Understands and applies operating policies and procedures
• Supports the timely and accurate completion of business processes and procedures
• Escalates non-standard or high-risktransactions/activitiesas necessary
• Ensures documentation that is prepared/completed is accurate and properly reflects client/business intentions and is consistent with relevant rules/regulations
• Ensures necessary due diligence to support the accuracy of all customertransactions/activities
• Knowledgeable of and complies with Bank Code of Conduct
• Contributes to business objectives for Operational Excellence by fully understanding accountability in driving an operationally sound location
• Executes with excellence by adhering to all risk and control policies/procedures

Employee/Team Accountabilities:

• Participates fully as a member of the team, supports a positive work environment that promotes service to the business, quality, innovation and teamwork and ensures timely communication of issues/points of interest
• Supports the team by continuously enhancing knowledge/expertise in own area and participates in knowledge transfer within the team and business unit
• Participatesin personal performance management and development activities
• Keeps others informed and up-to-date about the status/progress of projects and/or all relevant or useful information related to day-to-day activities
• Contributes to a fair, positive and equitable environment that supports a diverse workforce
• Acts as a brand ambassador for your business area/function and the Bank, both internally and/or externally
• Utilizes feedback through coaching sessions to demonstrate stronger performance
• Establishes relationships with partner bankers to make effective referrals to them
• Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of the team
• Collaborates with team members in contributing to the success of theteam and organization
• Actively seeks opportunities to improve delivery of work with high attention to quality standards
• Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
• Positivelyembraces change
• Adheres and participates in TD's Shared Commitments and code of conduct expectations
• Engaged in advancing and sustaining a unique, inclusive culture that reflects TDs diversity agenda, and creates an extraordinary employee experience

OCC Language:

• This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
• Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36
• Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
• Satisfactory results on a criminal background check and a credit report check, andstatements/certificationfrom job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position

Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Continuous
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Continuous
Sitting – Frequent
Standing – Frequent
Walking – Occasional
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling – Occasional
Climbing – Occasional
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – ContinuousThe 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 & duties are considered essential functions for ADA purposes.

Our Total Rewards Package

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.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Depth & Scope:

• 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
• Delivers end-to-end advice customers expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
• 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
• 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
• 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
• 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, 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

Education & Experience:

• High school diploma or GED
• 1 year experience working with customers in any capacity and can be demonstrated through any of the following: volunteering, education, military experience preferred
• Demonstrated Customer Service skills preferred
• Ability to work during operating hours to include evenings, weekends and holidays as scheduled
• Teller experience preferred
• Required to complete Teller training and part 1 of platform training upon hire
• Strong organization skills to handle multiple tasks in a fast-paced environment
• Excellent communication skills with ability to be concise, clear and consistent
• Demonstrated effective problem-solving skills
• Demonstrated ability to schedule and prioritize work
• Demonstrated ability to work independently and within deadlines
• Sound judgment in decision making and problem solving
• Proficient in Microsoft Office
• Notary License preferred

Customer Accountabilities:

• Consistently provides legendary customer service while transacting, promoting, educating and referring TD Products to new and existing customers
• 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
• Manages wait times to meet with a Banker by scheduling, rescheduling or canceling client meetings
• 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
• Understands and supports the Bank's customer service strategy
• Considers the impact of decisions on the well-being of TD, its customers and stakeholders
• Drives referrals to Store colleagues and partners to support the broader more complex financial needs of customers
• Ensures tasks are performed within established policy and procedures
• Successfully completes all required job specific, compliance-related training
• Understands, utilizes and follows compliance/risk and control programs
• 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
• Is knowledgeable of and complies with TD Code of Conduct

Shareholder Accountabilities:

• 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
• Accurately processescash/deposit/withdrawaltransactions and other account servicing requests
• Decisions & processes everyday transactions such as but not limited to opening/closing, servicing accounts, depositing or cashing checks, reordering a debit card, or updating address
• Ensures compliance with all regulations, policies and procedures adhering to required controls, critical dates and accurate documents
• Applies customer authentication principles, compliance regulations and due diligence to new account openings and transactions
• Accurately and efficiently performs transactions as accountable for cash drawers including maintaining cash limits and securing cashdrawers/stations/balancesout cash drawer and TCR
• Follows policy and procedure for Customer Authentication
• Acts as Dual Control agent when required
• Follows all required open/close procedures

Employee/Team Accountabilities:

• Contributes to a positive work environment by aligning to TD Model, Brand and Culture by participating fully as a member of
• the team
• Be an active participant in personal performance and development activities
• Acts as a brand champion both internally and externally
• Collaborates with team members in contributing to the success of the team and organization
• Partners as a team player
• Actively seeks opportunities to improve delivery of work with high attention to quality standards
• Actively takes ownership of own career and aspirations. Seeks out diverse feedback to continuously develop and enhance skills
• Positively embraces change
• Adheres and participates in TD's Shared Commitments
• Models quality service at every Customer interaction
• Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
• May train and act as a mentor to newer colleagues

Domestic Travel – Occasional
International Travel – Never
Performing sedentary work – Frequent
Performing multiple tasks – Continuous
Operating standard office equipment - Continuous
Responding quickly to sounds – Continuous
Sitting – Frequent
Standing – Frequent
Walking – Frequent
Moving safely in confined spaces – Occasional
Lifting/Carrying (under 25 lbs.) – Occasional
Lifting/Carrying (over 25 lbs.) – Occasional
Squatting – Occasional
Bending – Occasional
Kneeling – Occasional
Crawling - Occasional
Climbing – Occasional
Reaching overhead – Occasional
Reaching forward – Occasional
Pushing – Occasional
Pulling – Occasional
Twisting – Occasional
Concentrating for long periods of time – Continuous
Applying common sense to deal with problems involving standardized situations – Continuous
Reading, writing and comprehending instructions – Continuous
Adding, subtracting, multiplying and dividing – ContinuousThe 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 & duties are considered essential functions for ADA purposes.

Our Total Rewards Package

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.

If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’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. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.

Job Description:

Job Description:

This job is responsible for overseeing a unit or section of a segment for a site, region, or product line within the bank's internal operations. Key responsibilities include identifying, analyzing, and resolving complex problems, ensuring compliance with policies, and identifying opportunities to improve process performance and operating efficiency. Job expectations include knowledge of operations support management and expertise in functional area(s) gained through increasingly more responsible management positions in operations.

Responsibilities:

• Develops and implements processes to enhance productivity and efficiency and manage business change
• Serves as an escalation point to resolve broad and complex operational issues
• Responsible for expense management, reporting and forecasting for operations areas managed as well as compensation decisioning, talent planning, and performance management at a senior level
• Manages a large team or multiple smaller teams across one or more sites, regions or product lines in an operations support function
• Supports functions carrying a substantial risk of exposure and potential loss with significant impact on major corporate customer relationships

The Unit Manager's primary responsibilities will include:

• Oversight and production management of Refresh Team Managers ensuring timely and accurate completion of all refresh activities.
• Monitor daily staffing reports, SLA performance, Key Controls.
• Ensuring review of refresh requirements for assigned jurisdiction in line with related Client Identification Profile (CIP)/CDD Procedures to ensure adequacy and accuracy before the requirements are sent to the client.
• Support team members liaising with sales/client outreach teams to obtain and validate correct documentation to fulfill Refresh requirements.
• Managing the performance and productivity of client refresh Teams.
• Ensure teams is in adherence to all jurisdictional regulatory requirements related to KYC.
• Ensure cases requiring remediation are completed within service level agreements.
• Engage with senior stakeholders and leaders to identify issues and/or control improvements for remediation.
• Support business with KYC related queries and requests.
• Participate in remediation items aligned to internal/external Audits.
• Lead & develop managers of teams in all aspects of the AML Refresh process, including career development.

Managerial Responsibilities:

This position may also have responsibilities for managing associates. At Bank of America, all managers at this level demonstrate the following responsibilities, in addition to those specific to the role, listed above.

• Diversity & Inclusion Champion: Models an inclusive environment for employees and clients, aligned to company D&I goals.
• Manager of Process & Data: Demonstrates deep process knowledge, operational excellence and innovation through a focus on simplicity, data based decision making and continuous improvement.
• Enterprise Advocate & Communicator: Communicates enterprise decisions, purpose, and results, and connects to team strategy, priorities and contributions.
• Risk Manager: Ensures proper risk discipline, controls and culture are in place to identify, escalate and debate issues.
• People Manager & Coach: Provides inspection, coaching and feedback to motivate, differentiate and improve performance.
• Financial Steward: Actively manages expenses and budgets in alignment with objectives, making sound financial decisions.
• Enterprise Talent Leader: Assesses talent and builds bench strength for roles across the organization.
• Driver of Business Outcomes: Delivers results by effectively prioritizing, inspecting and appropriately delegating team work.

Required Qualifications:

• 3 years’ experience leading production teams and people management.
• 2 or more years of Anti-Money Laundering experience.
• Strong executive presence and communication skills.
• Documented experience performing in a process-oriented production environment that changes periodically.
• Familiar with MS Office Suite (Excel/Word/Outlook/Access).
• Proven ability to work in a team environment, organize work & prioritize tasks, handle multiple assignments simultaneously, successfully meet tight deadlines while ensuring data accuracy/integrity, and ability to work and execute with minimal supervision or remote management.

Skills:

• Business Operations Management
• Drives Engagement
• Process Management
• Process Performance Measurement
• Result Orientation
• Customer and Client Focus
• Planning
• Reporting
• Risk Management
• Talent Development
• Adaptability
• Data Management
• Fraud Management
• Interpret Relevant Laws, Rules, and Regulations
• Workforce Analytics