Location: Milton, MA
Company: Tremont Credit Union
expected to work as a team with management in order to obtain the Credit Union's strategic goals and objectives Essential Functions & Responsibilities Serves members financial needs by processing deposits, cash and check withdrawals, loan payment and answering general questions about their account Balance teller drawer and assist with branch daily balance of ATM and coin machines Knowledgeable about Tremont CUs products and services and informs members about available services Provides member support, in-person and on telephone, for Online Banking, Mobile Banking, Mobile Deposit, and Shared Branching Aids Branch management and other personnel as needed or required Ensures that operational process
and procedures are being followed in compliance with regulations Additional duties as assigned Knowledge & Skills A minimum of 1 year cash handling experience High School Diploma or GED.
Some college preferred Customer Service Skills Basic computer skills in a windows environment Basic business math (add, subtract, multiply, divide, percentage) Must be able and willing to work at all branches (Milton, Dorchester, Roslindale) as needed The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
While performing the duties of this job, the employee is regularly required to sit, stand, walk, talk and hear.
The employee must occasionally lift and/or move up to ten pounds. The employee must be able to sit for long periods of time and communicate orally, both over the phone and face-to-face, with members and vendors. The employee must be able to view a computer monitor and use an alpha-numeric keyboard. Specific vision abilities required by this job include close vision, distance vision and color vision. The noise level in the work environment is usually moderate. Tremont Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, interaction, national origin, age, disability or genetics.
In addition to federal law requirements, Tremont Credit Union complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Job Posted by Applicant Pro
expected to work as a team with management in order to obtain the Credit Union's strategic goals and objectives Essential Functions & Responsibilities Serves members financial needs by processing deposits, cash and check withdrawals, loan payment and answering general questions about their account Balance teller drawer and assist with branch daily balance of ATM and coin machines Knowledgeable about Tremont CUs products and services and informs members about available services Provides member support, in-person and on telephone, for Online Banking, Mobile Banking, Mobile Deposit, and Shared Branching Aids Branch management and other personnel as needed or required Ensures that operational process
and procedures are being followed in compliance with regulations Additional duties as assigned Knowledge & Skills A minimum of 1 year cash handling experience High School Diploma or GED.
Some college preferred Customer Service Skills Basic computer skills in a windows environment Basic business math (add, subtract, multiply, divide, percentage) Must be able and willing to work at all branches (Milton, Dorchester, Roslindale, and Longwood Ave. ) as needed The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the
essential functions. While performing the duties of this job, the employee is regularly required to sit, stand, walk, talk and hear.
The employee must occasionally lift and/or move up to ten pounds. The employee must be able to sit for long periods of time and communicate orally, both over the phone and face-to-face, with members and vendors. The employee must be able to view a computer monitor and use an alpha-numeric keyboard. Specific vision abilities required by this job include close vision, distance vision and color vision. The noise level in the work environment is usually moderate. Tremont Credit Union provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, interaction, national origin, age, disability or genetics.
In addition to federal law requirements, Tremont Credit Union complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training. Job Posted by Applicant Pro
accurate transactional records, providing basic cash receipt and payment services in accordance with credit union policies and procedures, and complies with all external rules and regulations. Handles all member transactions with complete discretion and confidentiality.
Essential Duties and Responsibilities: Greets and welcomes members and visitors to the Credit Union in a courteous, professional, and timely manner; and refers members and visitors to appropriate staff as needed. Provides prompt, accurate, and efficient member transactions; and handles all transactions for members with discretion and confidentiality. Organizes and sets up work station for daily activity, i. e. obtains
necessary forms, brochures, and supplies for individual work station, and orders cash as needed. Processes a variety of savings and related transactions, i. e. receiving deposits, withdrawals, loan payments, mortgage payments.
These are done under the supervision of the assigned supervisor and within the limits of established Credit Union policy; Receives share drafts/checks and cash for deposit to accounts, verifies amounts, examines share drafts/checks for proper endorsement, and enters deposits into computer records. Disburses currency to members, verifying accuracy in the computer system. Issues share checks, traveler's checks, money orders, etc. Accountable for transfer to and from
cash vault according to approved procedures. Accountable for balance of cash draw at the end of the day that compares with computer-generated proof sheet, without exception.
Researches and resolves any balance discrepancies. Reports any discrepancies to the supervisor as necessary. Bundles checks, scans, and prepares transit to Core Processor. Informs members of credit union products and services, explaining features and benefits; and cross-sells products and services when appropriate and within scope of responsibility. Maintains up-to-date and comprehensive knowledge of all products and services that are handled or promoted by Teller staff. Maintains up-to-date and comprehensive knowledge of all related polices and procedures, and external rules and regulations for the teller area, including robbery procedures.
Answers phones and routes calls to appropriate personnel and/or takes messages. Attends training sessions upon request. Adheres to the anti-money laundering policy and the Bank Secrecy laws. Assumes other duties as new products, services, or technology are introduced. Note: The above is a description of the ordinary and essential duties of the position. Other duties both related and unrelated to the above may be assigned and therefore required.
Knowledge, Skills, and Experience Required: Professional and pleasant interpersonal and communication skills are essential for serving members, cross-selling products, and projecting a positive image as representative of the Credit Union. Work requires general knowledge of all credit union products and services, knowledge of external rules and regulations in cash-handling transactions, including Bank Secrecy Act Laws. Position requires education equivalent to a four-year high school education. Use of computer equipment is required for member account transactions. Position requires limited knowledge of cash handling and/or member/customer service experience.
Position requires the ability to read and understand oral and written instructions. Requires the ability to effectively communicate with members or employees and to solve day-to-day problems involving several variables in standard situations. Intermediate mathematical skill required (adding, subtracting, multiplying, dividing, percentages, interest) are required. Position requires standing or sitting for the majority of the day, as well as lifting and carrying up to 10 pounds when moving coin and cash drawer. Disclaimer: The above information on this position has been designed to indicate the general nature and level of work performed by employees within this classification.
It is not designed to contain or be interpreted as a comprehensive inventory of all duties, responsibilities, and qualifications required of employees assigned to this job. Job Posted by Applicant Pro
behaviors.
In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career, and be part of our caring and inclusive culture.
Making Your Well-being a Priority A caring and supportive culture that promotes colleague well-being is core to who we are. At TD, we focus on total well-being with extensive programs to help colleagues backss, manage, and improve their well-being across four core pillars - physical, financial, social and mental/emotional. In
addition, we champion a safe and inclusive work environment, so colleagues feel a sense of belonging and feel supported in their personal and professional growth. Through our focus on well-being, we know that we can help our colleagues thrive, contribute to our culture of care, and support better business outcomes, because when colleagues feel their best, they're more likely to do their best.
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.
How We Work At TD, we believe in-person connections fuel collaboration and collective creativity. Our workplace experience empowers colleagues to do great work side-by-side at TD locations, while offering flexibility to work remotely where it makes sense for the work and team. Our teams work in one of three workplace models: hybrid, onsite and primarily remote.
Wherever our colleagues are working, they'll always have access to the TD community to experience our culture of care. 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 deliver legendary customer experiences to 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 the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals.
As an organization, we keep growing - and so will you. Job Requirements 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 Utilizes TD's systems and tools to engage with the Customer to acquire and deepen relationships by providing advice and guidance to exceed the Customers' needs to ultimately attract, retain the Customer and make their experience legendary which is in line with TD's brand promise 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 for Customers while uncovering their financial needs and educating on products, services and tools or refers 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/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 Hours 40 hours including weekends (Saturday & Sunday) Job Details The Banking Associate is a banking professional that is integral to TD's Brand promise as they are accountable for delivering legendary Customer experiences in a Store location while accurately completing everyday banking transactions and offering advice and educational support on services, products, and tools to help Customers achieve their goals.
Inclusiveness Our Commitment to Diversity, Equity, and Inclusion At TD, we're committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported.
We're dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve. EOE/Minorities/Females/Veterans/Individuals with Disabilities/interactionual Orientation/Gender Identity. Accommodation If you are a candidate with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at xyz X@. Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
How We're Helping Make an Impact in Communities TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That's why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of $1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It's our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.
We look forward to hearing from you! Qualifications Education & Experience: High school diploma or GED 1 years related experience required Superior Customer Service skills Teller experience (Preferred) / Must complete Teller training and part 1 of platform training Strong organization skills to handle multiple tasks in a fast-paced environment Excellent communication skills with ability to be concise, clear and consistent Demontrated 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) Business Line TD Bank AMCB Job Category - Primary Retail Banking - Customer Service Job Category(s) Retail Banking - Customer Service Time Type Full Time Employment Type Regular TD Securities
