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דרושים Banking Associate Hours Weekly - Boca Raton ב-Td Bank ב-United States, Boca Raton

מצאו את ההתאמה המושלמת עבורכם עם אקספוינט! חפשו הזדמנויות עבודה בתור Banking Associate Hours Weekly - Boca Raton ב-United States, Boca Raton והצטרפו לרשת החברות המובילות בתעשיית ההייטק, כמו Td Bank. הירשמו עכשיו ומצאו את עבודת החלומות שלך עם אקספוינט!
חברה (1)
אופי המשרה
קטגוריות תפקיד
שם תפקיד (1)
United States
אזור
Boca Raton
נמצאו 17 משרות
Yesterday
BOA

Bank Of America Registered Wealth Management Client Associate United States, Florida, Boca Raton

Limitless High-tech career opportunities - Expoint
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
תיאור:

Registered Wealth Management Client Associaterole is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.


Specific responsibilities include, but are not limited to:

  • Work with highly affluent clients
  • Lead end-to-end onboarding and maintenance activities for new and existing clients.
  • Provide products and services to each client, working with cross line of business partners
  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
  • Act as a key team member leading our clients’ digital experience with the firm
  • Create ease of access and interaction, while protecting their privacy and security
  • Find opportunities to innovate every day

Key Qualifications for the role:

  • requiredto currently hold Series 7 & 66 or 63/65
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication, and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication
1st shift (United States of America)

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18.11.2025
BOA

Bank Of America Financial Solutions Advisor - Registered Candidate Boca Rata... United States, Florida, Boca Raton

Limitless High-tech career opportunities - Expoint
Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed...
תיאור:


This job is responsible for providing comprehensive advice and customized solutions to clients to help them achieve their financial goals. Key responsibilities include triaging client leads, making referrals to business partners based on client needs and asset thresholds, meeting with clients to review financial and investment goals, building a financial plan, and recommending brokerage products. Job expectations include applying and expanding knowledge by completing required licenses and trainings.
This position is subject to SAFE Act registration requirements. Pursuant to the SAFE Act requirements, all employees engaged in residential loan mortgage originations must register with the federal registry system and remain in good standing. Since this position requires SAFE Act registration, employees are required to register and to submit to the required SAFE Act background check and registration process. Failure to obtain and/or maintain SAFE Act registration may result in disciplinary action up to and including termination.


Responsibilities:

  • Works with clients to plan their short and long-term financial goals by building a financial plan with brokerage products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions
  • Recommends banking and investments strategies that align with client financial goals and needs
  • Triages client requests and makes referrals to appropriate internal service providers based on client needs and asset thresholds
  • Mitigates and controls risk as part of daily activities
  • Identifies and engages potential new clients through referrals or financial center clientele
  • Provides coaching and feedback to referral partners based on knowledge of client needs and potential product services recommended

Skills:

  • Account Management
  • Advisory
  • Client Experience Branding
  • Customer and Client Focus
  • Oral Communications
  • Active Listening
  • Attention to Detail
  • Client Solutions Advisory
  • Issue Management
  • Pipeline Management
  • Causation Analysis
  • Client Management
  • Policies, Procedures, and Guidelines
  • Risk Management
  • Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

16.09.2025
BOA

Bank Of America Wealth Management Client Associate United States, Florida, Boca Raton

Limitless High-tech career opportunities - Expoint
Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings. Ensures timeliness, accuracy, and completeness in client materials and follows...
תיאור:

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:


This job is responsible for providing client service support to potentially multiple Financial Advisors (FAs). Key responsibilities include supporting enterprise strategic objectives, operational excellence goals, and client advocacy within the FA's business, while customizing solutions based on their specific needs. Job expectations include serving as the most frequent point of contact within Merrill to address all service needs of their clients.

Responsibilities:

  • Provides excellent Client Service to the bank's clients through educating them on all of the bank's service and banking offerings
  • Ensures timeliness, accuracy, and completeness in client materials and follows up on all client and Financial Advisor (FA) requests
  • Assists with ensuring practices are in alignment with the bank's policies and procedures to support operational excellence, protect the bank's clients, and manage risk
  • Identifies, deepens, and maintains client relationships through emphasizing the bank's offerings and promoting incorporation of banking into day-to-day practices, while communicating outputs to the FA
  • Supports day-to-day team activities and needs including covering roles in times of absence or seasonal need increases, while leading with a client first mindset

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
  • Referral Identification
  • Written Communications

High School Diploma / GED / Secondary School or equivalent

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

08.09.2025
BOA

Bank Of America Registered Wealth Management Client Associate United States, Florida, Boca Raton

Limitless High-tech career opportunities - Expoint
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
תיאור:

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.

Registered Wealth Management Client Associaterole is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.


Specific responsibilities include, but are not limited to:

  • Work with highly affluent clients

  • Lead end-to-end onboarding and maintenance activities for new and existing clients.

  • Provide products and services to each client, working with cross line of business partners

  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.

  • Act as a key team member leading our clients’ digital experience with the firm

  • Create ease of access and interaction, while protecting their privacy and security

  • Find opportunities to innovate everyday

Key Qualifications for the role:

  • requiredto currently hold Series 7 & 66 or 63/65

  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus

  • Product Knowledge: Foundational knowledge of investment and banking products

  • Energetic individual that is self-motivated, coachable, and flexible in thought

  • Enjoys a fast-paced environment with changing and evolving responsibility

  • Detail oriented

  • Invested in personal development

  • Consistently pursues client experience excellence

  • Works quickly to fulfill client needs delivering complex solutions

  • Frequent communication, and an abundance of discretion with sensitive information

  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus

  • Professional verbal and written communication

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

07.09.2025
BOA

Bank Of America Business Banking Relationship Manager - Boca Raton FL United States, Florida, Boca Raton

Limitless High-tech career opportunities - Expoint
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...
תיאור:


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 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

1st shift (United States of America)

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משרות נוספות שיכולות לעניין אותך

20.08.2025
TB

Td Bank Store Supervisor - Boca Raton Palmetto United States, Florida, Boca Raton

Limitless High-tech career opportunities - Expoint
Provides supervisory oversight to a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experiences. Provides day-to-day team...
תיאור:
Boca Raton, Florida, United States of America

$24.00 - $33.50 USDPersonal & Commercial Banking


Depth & Scope:

  • Provides supervisory oversight to a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experiences
  • Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines
  • Closely monitors workflows for the teller team and platform, prioritizing tasks and delegating duties and responsibilities
  • Work focus time horizon is generally short term with low to moderate risk
  • Demonstrates understanding of bank operational policies, procedures and regulations and establishes expectations, delegates tasks as appropriate and educates the team on how they play a part in managing risk and protecting TD Bank, Employees and our Customers
  • Drives operational excellence in the Store, including but not limited to cash handling, vault management, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and Employee safety
  • Engages in conversations with customers about loan products, facilitates the application intake so must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
  • Leads, develops and coaches the team on delivering effective Customer service, product, advice conversations and/or advice-giving service; supports service and advice strategies and tactics to improve the overall Customer experience
  • Proficient in Customer relationship tools, services, products and campaigns to support the teams in advocating for the Customer by promoting these items and educating the Customers to assist with their financial needs
  • Requires knowledge and understanding of financial literacy/a broad range of products, services and tools aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations
  • Acquires and deepens the Store Customer base through a variety of proactive sales and service activities utilizing generated leads specific to (Small Business, Residential Mortgages, Customers that show a need in a more complex product)
  • Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization

Education & Experience:

  • HS Diploma or GED required; undergraduate degree preferred
  • 2+ years related experience working with customers and or sales in any capacity or equivalent
  • Notary License (preferred)
  • Previous supervisory or demonstrated ability in providing direction, decision making, coaching Oversight of Customer Service
  • Proven ability to meet and exceed Customers' expectations
  • Strong organization skills to handle multiple tasks in a fast-paced environment
  • Effective verbal and written communication skills
  • Sound judgment in decision making and problem solving
  • Ability to multi-task and maintain order in the Store
  • Good working knowledge of Outlook, Lotus Notes, Word and Excel
  • Ability to supervise and lead others
  • Ability to provide community services

Customer Accountabilities:

  • 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
  • Proficient in all products and services to provide consultative advice to Customers as well as coaches and mentors the Store team to deliver on these items
  • Leads, coaches, and drivesexceptional service at every Customer interaction in the lobby and on the frontline
  • Completes Customer transactions and utilizes Customer relationship management tools to engage in needs based conversations
  • Engages in Lobby leadership and represents TD as the first point of contact for Customer inquiries and escalations; taking ownership and remediating any Customer complaints
  • Leads the execution of the Store Customer experience plan/objectives; supports the execution of the Store advice plan/objectives while ensuring operational excellence
  • Coaches to ensure Customer issues are handled appropriately through Customer problem resolution guidelines and personally participates in the negotiation and resolution where necessary; empowers colleagues to act as a point of escalation for Customer concerns, and takes personal ownership when concerns cannot be managed at junior levels
  • Responsible for a legendary service process in the Store, which includes responsibility for over the counter transactions and more complex sales and service questions and requests
  • Leads and coaches frontline colleagues on effective Customer complaint resolution
  • Shared accountability with Store Leaders for Lobby Leadership
  • Acts as leader in achieving an overall Legendary Customer experience in the Store
  • Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met
  • Assists with maintaining a professional and inviting space in all common areas of the Store, adhering to premises, marketing, and/or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal/external policies and/or regulatory requirements
  • Works collaboratively with TD Partners to ensure all Customers are serviced in the channel best suited to their needs
  • Decisions more advanced transactions as well as processes transactions that range from routine to advanced, including check cashing, large withdrawals, deposits, and loan payments, in accordance with Bank policies and procedures

Shareholder Accountabilities:

Operational Accountability

  • Strong working knowledge of all operational systems and databases
  • Responsible for Vault Management, including the auditing, reporting, and balancing. Manages the Store currency levels, tracks currency shipments and deliveries
  • Requires process management knowledge and a good understanding of the business and operational function areas supported as they lead the operational standards of the Store, including but not limited to cash handling, control of negotiable items, preventing fraud, managing controllable expenses, promoting integrity, Customer privacy and colleague safety
  • Plans, organizes and coordinates the activities for own area and resolves operational issues/escalations within the Store
  • Ownership/oversight of simple to complex daily branch administrative duties
  • Approves financial transactions using sound judgment to minimize risk and potential losses from fraud and other decisions that will impact Store financial results
  • Responsible for Operational excellence and compliance in the Store to include cash control procedures to bolster security and eliminate fraud and cash loss leading the team to follow policy and procedure for Customer Authentication
  • Understands and applies operating policies and procedures
  • Contributes to business objectives for Operational Excellence
  • 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 Customer/business intentions and is consistent with relevant rules/regulations
  • Supports and participates in process improvement opportunities
  • Ensures necessary due diligence to support the accuracy of all Customertransactions/activities
  • Is knowledgeable of and complies with Bank Code of Conduct

Employee/Team Accountabilities:

  • Leads and supports a high performing team; provides ongoing feedback, coaching and input on performance reviews, coaches and develops colleagues
  • Contributes to the process of setting daily objectives for the team; tracks, monitors and effectively addresses and/or rewards performance in a timely manner
  • Ensures colleagues are in compliance with all Regulatory and AMCB policies, procedures and guidelines of conduct (regarding Customer interactions, products and services, etc.)
  • Supports, mentors and coaches team members in their professional development
  • Creates and fosters a cohesive team and promotes a strong colleague experience
  • Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with other functions and teams
  • Onboards team members to ensure a positive experience and proficiency in role
  • Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes
  • Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives
  • Acts as a brand champion for your business area/function and the bank, both internally and/or externally
  • Under the direction of the Manager, participates in performance management activities of the teller team and platform team


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


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 & 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.

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משרות נוספות שיכולות לעניין אותך

20.08.2025
TB

Td Bank Retail Banker - Boca Raton Federal United States, Florida, Boca Raton

Limitless High-tech career opportunities - Expoint
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...
תיאור:
Boca Raton, Florida, United States of America

$22.50 - $29.00 USDPersonal & Commercial Banking

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.

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משרות נוספות שיכולות לעניין אותך

Limitless High-tech career opportunities - Expoint
Work with highly affluent clients. Lead end-to-end onboarding and maintenance activities for new and existing clients. Provide products and services to each client, working with cross line of business partners....
תיאור:

Registered Wealth Management Client Associaterole is a sales support position, typically providing dedicated operational and sales support to multiple Financial Advisors (FAs). Incumbents may also on a regular basis, support office initiatives, in addition to the businesses of a particular Financial Advisor. For established clients, the Client Associate will often serve as the most frequent point of contact with Merrill. Fully registered (Series 7, 63, 65, & 66). Partial registration may be considered.


Specific responsibilities include, but are not limited to:

  • Work with highly affluent clients
  • Lead end-to-end onboarding and maintenance activities for new and existing clients.
  • Provide products and services to each client, working with cross line of business partners
  • Use creativity to tackle complex problems; Manage client servicing requests and account maintenance; Use multiple communication methods to ensure a consistent and exceptional client service experience.
  • Act as a key team member leading our clients’ digital experience with the firm
  • Create ease of access and interaction, while protecting their privacy and security
  • Find opportunities to innovate every day

Key Qualifications for the role:

  • requiredto currently hold Series 7 & 66 or 63/65
  • 2+ years post high school education and/or 4+ years of professional or relevant internship experience; Undergraduate degree a plus
  • Product Knowledge: Foundational knowledge of investment and banking products
  • Energetic individual that is self-motivated, coachable, and flexible in thought
  • Enjoys a fast-paced environment with changing and evolving responsibility
  • Detail oriented
  • Invested in personal development
  • Consistently pursues client experience excellence
  • Works quickly to fulfill client needs delivering complex solutions
  • Frequent communication, and an abundance of discretion with sensitive information
  • Microsoft Word, Excel, and PowerPoint experience with Salesforce a plus
  • Professional verbal and written communication
1st shift (United States of America)

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בואו למצוא את עבודת החלומות שלכם בהייטק עם אקספוינט. באמצעות הפלטפורמה שלנו תוכל לחפש בקלות הזדמנויות Banking Associate Hours Weekly - Boca Raton בחברת Td Bank ב-United States, Boca Raton. בין אם אתם מחפשים אתגר חדש ובין אם אתם רוצים לעבוד עם ארגון ספציפי בתפקיד מסוים, Expoint מקלה על מציאת התאמת העבודה המושלמת עבורכם. התחברו לחברות מובילות באזור שלכם עוד היום וקדמו את קריירת ההייטק שלכם! הירשמו היום ועשו את הצעד הבא במסע הקריירה שלכם בעזרת אקספוינט.