Financial Services Associate - Float
TD Bank

Job Order #: 18033239

Chelmsford, MA 01824

Full Time

40 hours per week

POSTED 11/17/2022

EXPIRES 2/15/2023

Job Description


Company Overview
About TD Bank, America?s Most Convenient Bank®
TD Bank, America?s Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth®, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit Find TD Bank on Facebook at and on Twitter at

TD Bank, America?s Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol ?TD?. To learn more, visit

Job Description
The Financial Services Associate ? Float provides Legendary Customer Service while offering financial advice and selling TD Bank products and services to new and existing Customers. Looks for every opportunity to deepen Customer relationships by asking probing questions and offering appropriate additional products and services. Responsible to have knowledge of and sell the wide variety of products and services, including loan and mortgage products. This role will contribute to the growth of the business by developing and deepening new and existing Customer relationships and will be responsible for meeting and exceeding specific, individual and team-based business goals. Responsible for the entire service process in the Store, which includes responsibility for over the counter transactions and more complex sales and service questions and requests.

Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store
Conducts needs-based conversations and offers financial solutions to meet our Customers? needs
Makes quality referrals to appropriate partners
Responsible for meeting individual performance metrics
Responsible for making sound decisions and timely problem resolution
Proactively reaches out to Customers to deepen relationships through needs-based conversations
Performs a broad range of tasks of varying complexity and scope
Conducts loan interviews, accepts loan applications, and conducts loan closings
Trains less experienced team members
Participates in opening and closing Store procedures

HS Diploma or GED required, 2-year degree preferred
2+ years of related experience required
Must be able to do same day travel to multiple work locations within a designated region or area
Superior Customer Service skills
Teller and/or cash handling experience

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
Proficient in Microsoft Office
Notary License (Preferred)
Ability to provide community services, including, but not limited to, Financial Education classes
40 hours including weekends (Saturday/Sunday)
EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.
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How To Apply

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41 Drum Hill Road
Chelmsford, MA 01824

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