Universal Banker jobs at Newtown Savings Bank

United Community is seeking a highly skilled Universal Banker I. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. What You'll Do: Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting. Maintain a comprehensive understanding of retail banking products and services. Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities. Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions. Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank. Educate customers on options for managing transactions using technology and all other tools and resources available. Apply product and service knowledge to effectively solve customer problems. Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality. Ensure adherence to banking regulations and internal policies. Requirements for Success: 1+ years of previous banking, cash handling or retail experience. Demonstrated analytical, accuracy, and problem-solving skills. Strong verbal and written interpersonal communication skills. Conditions of Employment: Must be able to pass a criminal background & credit check This is a full-time, non-remote position FLSA Status Non-exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Are you a people person who thrives building and maintaining relationships? Do you excel at working within established guidelines while effectively communicating with others? If so, we have the perfect opportunity for you! United Community is seeking a highly skilled Universal Banker. As a Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. In addition to assisting with everyday transacations, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. Depending on your experience, you may be considered for either a Universal Banker I or II position. What You'll Do * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting * Assist customers financially by delivering loan products, while ensuring packages are correct and complet to minimize exceptions * Identify opportunities and make referrals, cross-sell banking products and services to other areas of the bank * Educate customers on options for managing transactions using technology and all other tools and resources available * Apply product and service knowledge to effectively solve customer problems * Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality * Ensure adherence to banking regulations and internal policies Requirements For Success * 1+ year of previous banking experience is required * Demonstrated analytical, accuracy, and problem-solving skills * Strong verbal and written interpersonal communication skills Preferred Knowledge and Skills: * NMLS license * Current Notary Public Certification Conditions of Employment * Must be able to pass a criminal background and credit check * This is a full-time, non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $32,146.00 - USD $45,185.00 /Yr.

United Community Bank is looking for a full-time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs-based conversations and identifying appropriate solutions. The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area. What You'll Do * This position requires up to 100% travel within designated market area • Support branch teams by filling in as needed across locations• Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers• Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc. • Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting• Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions • Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer• Educate customers on options for managing transactions using technology and all other tools and resources available• Apply product and service knowledge to effectively solve customer problems• Assist other staff in serving customers, answering telephones and performing other duties as necessary Requirements For Success * NMLS license• Minimum 3 years of retail sales experience• 1+ years of experience working in a financial institution • Ability to work a flexible schedule and to accommodate travel to different branches as needed• Knowledge of consumer credit structuring and lending practices• Demonstrated analytical, accuracy and problem-solving skills• Strong verbal and written interpersonal communication skills• Experience with using and demonstrating digital products and self-service technologies Conditions of Employment Conditions of Employment: * Must be able to pass a background and credit check * This is a full-time non-remote position FLSA Status: * Non-Exempt Ready to take your career to the next level? Apply now and become a vital part of our team! We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $34,102.00 - USD $49,382.00 /Yr.

United Community is seeking a highly skilled Universal Banker II. As a Universal Banker, you will have the opportunity to deliver excellent experiences to customers and prospects. In addition to assisting with everyday transactions, you will support customers with their financial wellness by having needs-based conversations, identifying appropriate solutions. What You'll Do * NMLS License required * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting * Maintain a comprehensive understanding of retail banking products and services * Identify opportunities to enhance existing customer relationships and cultivate new ones by thoroughly understanding and addressing customers' needs, while considering their unique perspectives and priorities * Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions * Identify opportunities and make referrals cross-sell banking products and services, to other areas of the bank * Educate customers on options for managing transactions using technology and all other tools and resources available * Apply product and service knowledge to effectively solve customer problems * Process deposits, withdrawals, and other routine transactions with accuracy and confidentiality * Ensure adherence to banking regulations and internal policies Requirements For Success * 1+ years of previous banking and cash handling * 1+ years of lending experience * NMLS License required * Demonstrated analytical, accuracy, and problem-solving skills * Strong verbal and written interpersonal communication skills * Ability to uncover and provide solutions to meet customer needs Preferred Skills/Experience: * Current Notary Publci Certification preferred Conditions of Employment * Must be able to pass a criminal background & credit check * This is a full-time, non-remote position FLSA Status * Non-Exempt We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state, or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Pay Range USD $34,102.00 - USD $49,382.00 /Yr.

Travel Universal Banker United Community Bank is looking for a full time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs based conversations and identifying appropriate solutions. The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area. What Will You Do As a Travel Universal Banker? Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc. Drive proactive needs based sales conversations through interactions, including service to sales, teller interactions and appointment setting Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer Educate customers on options for managing transactions using technology and all other tools and resources available Apply product and service knowledge to effectively solve customer problems Assist other staff in serving customers, answering telephones and performing other duties as necessary Requirements to be a successful as a Travel Universal Banker Minimum 3 years of retail sales experience 1+ years of experience working in a financial institution Ability to work a flexible schedule and to accommodate travel to different branches as needed Knowledge of consumer credit structuring and lending practices Demonstrated analytical, accuracy and problem-solving skills Strong verbal and written interpersonal communication skills Experience with using and demonstrating digital products and self-service technologies Preferred Knowledge and Skills Current Notary Public Certification preferred Conditions of Employment: Must be able to pass a criminal background and credit check This is a full-time, non-remote position Travel This position requires up to 100% travel within designated market area. Other We are an Equal Opportunity Employer and do not discriminate against any employee or applicant for employment because of race, color, sex, age, national origin, religion, sexual orientation, gender identity and/or expression, status as a veteran, and basis of disability or any other federal, state or local protected class. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

United Community Bank is looking for a part-time Travel Universal Banker. As a Travel Universal Banker, you will have the opportunity to deliver excellent experiences for customers and prospects. This position is cross trained to provide service for both the teller and platform responsibilities at our branch locations. In addition to assisting with everyday transactions, you will have the opportunity to help with customer resolution and financial wellness by having needs-based conversations and identifying appropriate solutions. The Traveling Universal Banker role is responsible for traveling daily to branches within a specific market area. What You'll Do * This position requires up to 100% travel within designated market area * Maintain extensive knowledge of retail bank products and services and look for opportunities to strengthen existing customer relationships and develop new relationships by understanding customers' needs while considering perspectives and priorities of different customers * Promote, explain, open and renew (where applicable) financial institution services such as consumer loans (excluding real-estate loans), IRAs, Certificates of Deposit, safe deposit boxes, etc. * Drive proactive needs-based sales conversations through interactions, including service to sales, teller interactions and appointment setting * Assist customers financially by delivering loan products, while ensuring packages are correct and complete to minimize exceptions * Perform transactions of a paying and receiving teller such as receive checks for deposit to accounts, verify amounts, examine checks for proper endorsement, cash checks and process withdrawals; Place holds on accounts for uncollected funds, daily balancing of cash drawer * Educate customers on options for managing transactions using technology and all other tools and resources available * Apply product and service knowledge to effectively solve customer problems * Assist other staff in serving customers, answering telephones and performing other duties as necessary Requirements For Success * NMLS license * Minimum 3 years of retail sales experience * 1+ years of experience working in a financial institution * Ability to work a flexible schedule and to accommodate travel to different branches as needed * Knowledge of consumer credit structuring and lending practices * Demonstrated analytical, accuracy and problem-solving skills * Strong verbal and written interpersonal communication skills * Experience with using and demonstrating digital products and self-service technologies Conditions of Employment * Must be able to pass a background and credit check * This is a part-time non-remote position Pay Range USD $18.00 - USD $23.74 /Hr.

Job Description Universal Banker II / Loan officer Who we are SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members. At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members. Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.” Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures. Description SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate. Minimum Qualifications High School Diploma or GED 2 years of banking and lending experience Background study and credit checks required Proven sales experience Previous experience meeting lending goals Ability and willingness to work out of our Maplewood branch as business needs dictate Proficient knowledge of MS Office Software High degree of accuracy and close attention to detail Excellent verbal and written communication skills Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor. Proven team player Ability to sit or stand for long periods of time The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Type: Full-time Benefits: At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include: 401(k) 401(k) matching Dental/Vision insurance Flexible spending account and health savings account Traditional and High Deductible health plan options available including no-cost plans. Life insurance Paid time off, including Federal Holidays Employee Assistance Program Optional AFLAC supplemental insurance Education and training opportunities Physical setting: Office Schedule: 7.5-8 hour shift Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15) Supplemental pay types: Signing bonus Ability to commute/relocate: Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required) Application Question(s): In your recent work history have you worked for the same employer for at least one year? Do you have access to reliable transportation? Education: High school or equivalent (Required) Experience: Sales: 1 year (Required) Cash handling: 1 year (Required) Banking: 2 years (Required) Microsoft Office: 1 year (Preferred) Work Location: One location, occasionally may work at our Maplewood office.

Universal Banker II / Loan officer Who we are SMW Financial Credit Union was established in 1953 to assist members' financial needs in a credit cooperative. Our mission is to build trusted relationships and strong financial futures for our members. Membership is open to anyone who lives, works, worships, goes to school, or volunteers in Anoka, Hennepin, Ramsey, or Washington Counties of Minnesota. We play an active role in supporting those communities through volunteerism and financial education. offer everything from home-buying seminars to loan and deposit products, to investment services, to free financial advice to our members. At SMW, you're part of a team that is energetic, hardworking, and dedicated. We're proudly building the best possible team to serve the needs of our members. Our philosophy is member-centric - loyal members are the key to our success, so we are service-oriented team players with strong interpersonal skills, and great attitudes and are adaptable to a changing environment. We hold to the adage “hire for attitude and train for skill.” Founded on the credit union motto of “people helping people,” we look for candidates who want to make a difference. We have the tools and training for the right individuals to live our member-centric philosophy - to build trusting relationships and strong financial futures. Description SMW Financial Credit Union has an immediate need for a Universal Banker II/Loan Officer at our Lino Lakes branch. New hires will receive a $1000.00 sign-on bonus ($500 after 90 days, $500 aftwr 180 days). This position is responsible for establishing and strengthening member relationships by acting as a trusted advisor in identifying sales opportunities beneficial to each member. A Universal Banker II is responsible for opening and closing accounts, originating, underwriting and closing loans, cross selling products and services by providing personal and excellent member service. In addition, this position acts as back-up to the frontline staff as business needs dictate. Minimum Qualifications High School Diploma or GED 2 years of banking and lending experience Background study and credit checks required Proven sales experience Previous experience meeting lending goals Ability and willingness to work out of our Maplewood branch as business needs dictate Proficient knowledge of MS Office Software High degree of accuracy and close attention to detail Excellent verbal and written communication skills Ability to problem solve and multitask in a busy environment while maintaining a member focused professional demeanor. Proven team player Ability to sit or stand for long periods of time The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Job Type: Full-time Benefits: At SMW, we emphasize the importance of teamwork, an ongoing commitment to learning and training, and a positive work environment. Employees receive generous and comprehensive benefits packages which include: 401(k) 401(k) matching Dental/Vision insurance Flexible spending account and health savings account Traditional and High Deductible health plan options available including no-cost plans. Life insurance Paid time off, including Federal Holidays Employee Assistance Program Optional AFLAC supplemental insurance Education and training opportunities Physical setting: Office Schedule: 7.5-8 hour shift Weekend availability, typically once every 5 weeks (Working from home answering phone calls Saturdays 8:45-12:15) Supplemental pay types: Signing bonus Ability to commute/relocate: Lino Lakes, MN 55014: Reliably commute or planning to relocate before starting work (Required) Application Question(s): In your recent work history have you worked for the same employer for at least one year? Do you have access to reliable transportation? Education: High school or equivalent (Required) Experience: Sales: 1 year (Required) Cash handling: 1 year (Required) Banking: 2 years (Required) Microsoft Office: 1 year (Preferred) Work Location: One location, occasionally may work at our Maplewood office.

Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker I, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker I is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker I is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Work with team to actively support branch sales. Contribute to team sales goal attainment. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions. Able to conduct all account opening/maintenance functions. *DEVELOPMENT OPPORTUNITIES Maintain and oversee wire authority of up to $50,000. May interview and complete consumer loan applications. May perform preliminary underwriting. May close consumer loans. May be registered for an NMLS number. Maintains a unique Identifier number through the NMLS Federal Registry. Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards. May interview customers and complete mortgage applications. May perform preliminary mortgage underwriting functions. Must have an NMLS number. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us. Constantly look for ways to improve the customer experience and communicate those ideas to branch management. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Address customer complaints and escalate customer complaints to supervisor as appropriate. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.) Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin Machine, and Cash Vault. Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed). Perform all duties in accordance with prescribed regulatory compliance guidelines. *DEVELOPMENT OPPORTUNITIES May complete wire transfers. Responsible for Identifying Cross Training Opportunities and Personal Development May assist in new hire onboarding. Continuously strive to improve personal development through policy, product, and banking knowledge. Maintain current knowledge of Bank's products and services as well as policies and procedures. Attend relevant seminars and courses to update and advance knowledge and skills. Volunteer for special projects within the scope of your job responsibilities, including CRA eligible activities. Participate in community events and professional relationships for the benefit of the bank. EDUCATION/EXPERIENCE REQUIREMENTS High school diploma or equivalent required with 6 months to 1 year of relevant experience in banking, retail or sales. Supervisory experience preferred. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Knowledgeable in all Bank policies and regulations related to branch transactions. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position. INITIATIVE Universal Banker I tasks are generally standardized, not subject to major variation. Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor. RESPONSIBILITY Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information. SUPERVISION May Supervise 0 to 6 employees in the absence of the Assistant Branch Manager and Universal Banker II, responsible for overseeing the quality and quantity of work of employees performing similar work. POSITION CONDITIONS Normal. While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear. The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, monitoring computer screens for long periods of time and the ability to adjust focus.

Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker I, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker I is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker I is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Work with team to actively support branch sales. Contribute to team sales goal attainment. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions. Able to conduct all account opening/maintenance functions. *DEVELOPMENT OPPORTUNITIES Maintain and oversee wire authority of up to $50,000. May interview and complete consumer loan applications. May perform preliminary underwriting. May close consumer loans. May be registered for an NMLS number. Maintains a unique Identifier number through the NMLS Federal Registry. Is responsible to provide the unique NMLS number to mortgage applicants as required and requested, number must be included on all written, and electronic communication including, telephone voicemail, text messages, and email signatures and business cards. May interview customers and complete mortgage applications. May perform preliminary mortgage underwriting functions. Must have an NMLS number. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us. Constantly look for ways to improve the customer experience and communicate those ideas to branch management. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Address customer complaints and escalate customer complaints to supervisor as appropriate. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.) Balance transactions and cash at the end of the day and participate in the branch settlement. Balance ATM, Coin Machine, and Cash Vault. Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed). Perform all duties in accordance with prescribed regulatory compliance guidelines. *DEVELOPMENT OPPORTUNITIES May complete wire transfers. Responsible for Identifying Cross Training Opportunities and Personal Development May assist in new hire onboarding. Continuously strive to improve personal development through policy, product, and banking knowledge. Maintain current knowledge of Bank's products and services as well as policies and procedures. Attend relevant seminars and courses to update and advance knowledge and skills. Volunteer for special projects within the scope of your job responsibilities, including CRA eligible activities. Participate in community events and professional relationships for the benefit of the bank. EDUCATION/EXPERIENCE REQUIREMENTS High school diploma or equivalent required with 6 months to 1 year of relevant experience in banking, retail or sales. Supervisory experience preferred. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Knowledgeable in all Bank policies and regulations related to branch transactions. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position. INITIATIVE Universal Banker I tasks are generally standardized, not subject to major variation. Some application of judgment is required in guiding, training Universal Bankers, balancing, night drop, audits, cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor. RESPONSIBILITY Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information. SUPERVISION May Supervise 0 to 6 employees in the absence of the Assistant Branch Manager and Universal Banker II, responsible for overseeing the quality and quantity of work of employees performing similar work. POSITION CONDITIONS Normal. While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear. The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, monitoring computer screens for long periods of time and the ability to adjust focus.

As part of the Retail Branch team, the Part-time Universal Banker-Float is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships while processing a variety of financial transactions and maintaining accuracy. The position will provide education about Ascend Bank sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client's needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards. This individual will be required to travel between all branch locations as needed. Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients, local businesses, and community organizations through in person and planned appointments. Open new accounts, including checking, savings, and other deposit accounts. Assist with account maintenance, such as updates, closures, and changes. Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable. Risk Management and Compliance: Ensure compliance with all banking regulations, policies, and procedures. Implement effective risk management practices to safeguard the bank's assets and reputation. Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud. Performance Monitoring and Reporting: Contribute to the overall operational efficiency and success of the branch. Utilizing CRM platform to capture client interactions to create opportunities for relationship building, process improvement, and operational efficiency. Perform other duties as assigned. Development and Training: Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience. Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates. Participate in daily jumpstarts with staff, planning relevant topics to share and discuss. Digital Literacy: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching, learning, and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research DUTIES SUPERVISED: Branch Sales and Service, Branch Operations, Safe Deposit POSITIONS SUPERVISED: N/A EXPERIENCE: One to three years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint. EDUCATION: A high school education or GED. Bilingual proficiency (English/ Spanish) is considered a desirable attribute. PHYSICAL REQUIREMENTS: Must be able to stand for extended periods. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

As part of the Retail Branch team, the Part-time Universal Banker-Float is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships while processing a variety of financial transactions and maintaining accuracy. The position will provide education about Ascend Bank sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client's needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards. This individual will be required to travel between all branch locations as needed. Responsibilities: Client Relationship Management: Build and maintain strong relationships with clients, local businesses, and community organizations through in person and planned appointments. Open new accounts, including checking, savings, and other deposit accounts. Assist with account maintenance, such as updates, closures, and changes. Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable. Risk Management and Compliance: Ensure compliance with all banking regulations, policies, and procedures. Implement effective risk management practices to safeguard the bank's assets and reputation. Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud. Performance Monitoring and Reporting: Contribute to the overall operational efficiency and success of the branch. Utilizing CRM platform to capture client interactions to create opportunities for relationship building, process improvement, and operational efficiency. Perform other duties as assigned. Development and Training: Work effectively with branch staff, management, and other departments to ensure a positive and seamless client experience. Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates. Participate in daily jumpstarts with staff, planning relevant topics to share and discuss. Digital Literacy: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching, learning, and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research DUTIES SUPERVISED: Branch Sales and Service, Branch Operations, Safe Deposit POSITIONS SUPERVISED: N/A EXPERIENCE: One to three years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint. EDUCATION: A high school education or GED. Bilingual proficiency (English/ Spanish) is considered a desirable attribute. PHYSICAL REQUIREMENTS: Must be able to stand for extended periods. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

Under the supervision of the Assistant Branch Manager or other supervisors and or manager, the Universal Banker, is responsible for providing exceptional customer service while conducting transactions in an accurate and timely manner. The Universal Banker is also responsible for the sales and servicing of all bank products and services consistent with Bank policies and regulations. The Universal Banker is expected to identify sales opportunities, cross sell products and services including referrals to branch sales team and brokerage personnel. Meets and/or exceeds the expectations of the Assessment/Deployment Coaching process; sales, service, operations, and cross training/personal development. PRINCIPAL RESPONSIBILITIES Responsible for Generating Business and Deepening Customer Relationships Work with team to actively support branch sales. Contribute to team sales goal attainment. Participate in Team Sales Meetings, Sales Campaigns, and Branch focused sales events. Maintain current and accurate records of sales tracking results. Achieve personal goals in the areas of quality account opening and referrals of consumer and business accounts. Cross sell products and services, such as business products, consumer checking, debit cards, E-banking, loan referrals, and other referrals to established affiliates; appropriately to every customer by identifying needs and providing solutions. May need to conduct account opening/maintenance functions. Responsible for Providing Exceptional Customer Service Provides efficient, effective, and courteous customer service. Consistently deliver customer service by acknowledging customers immediately, making eye contact, using the customer's name and giving undivided attention. Using standard greetings and farewells and thanking the customer for banking with us. Constantly look for ways to improve the customer experience and communicate those ideas to branch management. Build customer relationships to encourage business retention. Complete all work with accuracy and in a timely manner. Escalate customer complaints to supervisor. Responsible for Adhering to Policies, Procedures, and Ensuring Operational Soundness Perform a variety of transactions to service the customer, including processing deposits, withdrawals, making payments, cashing checks, redeeming bonds, and scan daily work, etc. Perform operational functions and adhere to the policy and procedure as outlined in our Bank's manuals (i.e., Reg. CC, BSA, etc.) Balance transactions and cash at the end of the day and participate in the branch settlement. May participate in balancing ATM, Coin Machine, and Cash Vault. Perform functions such as answering phone, filing, safe deposit box escort, audits, etc. (Winsted Branch Only; serve as receptionist when needed). Perform all duties in accordance with prescribed regulatory compliance guidelines. Responsible for Identifying Cross Training Opportunities and Personal Development Continuously strive to improve personal development through policy, product, and banking knowledge. Maintain current knowledge of Bank's products and services as well as policies and procedures. Attend relevant seminars and courses to update and advance knowledge and skills. Volunteer for special projects within the scope of your job responsibilities. Participate in community events and professional relationships for the benefit of the bank. EDUCATION/EXPERIENCE REQUIREMENTS High school diploma or equivalency required with 3 to 6 months of relevant banking, retail or sales experience. Demonstrated customer service and sales skills. Must possess strong communication, problem solving, and organizational skills. Proven ability to interact in a positive and professional manner with customers and peers. Must have full working knowledge of Microsoft Office Suite; Outlook, Word, Excel and PowerPoint. Must be able to work extended or weekend hours. Regular attendance is an essential function of this position. INITIATIVE Tasks are generally standardized and routine. Some judgment required in cross selling Bank products and services and in ensuring the proper application of Bank and regulatory policies is followed. Supervision received is intermittent checks with all problems referred to supervisor. RESPONSIBILITY Most errors are detected and corrected almost immediately. Failure to follow policies and regulations, such as accepting a fraudulent check, could lead to a monetary loss by the Bank. Most of work verified or checked. Corrections involve some trouble in back checking by others. Poor customer service might lead to loss of business for the Bank. Failure to sell or cross sell will result in lost future revenue. This position has a high degree of access to customer account information. The position has frequent daily contact with customers to process customer transactions. Contacts within the Bank are with immediate peers and supervisor to give and receive routine information. SUPERVISION None POSITION CONDITIONS Normal. While performing the duties of this job, the employee is regularly required to sit; stand; use hands to finger, handle controls; and talk or hear. The employee is required to stand; walk; reach with hands and arms; and stoop, or kneel. The employee must occasionally lift and/or move up to 20 pounds. Specific vision abilities required by this job include close vision, monitoring computer screens for long periods of time and the ability to adjust focus.

Requirements Qualifications, Knowledge, Skills, and/or Abilities: Working knowledge of Microsoft Office, Windows-based computer systems, as well as digital and online banking services used in the industry Excellent verbal and written skills Digital fluency Customer service skills or prior quality sales experience Strong communications skills including problem solving, task completion and customer focus Interpersonal skills are a must, with the ability to deal with difficult situations and customers Must be a team player Detail oriented with the ability to handle confidential and sensitive information Strong sense of integrity and personal ethics Cash handling, processing and mathematical skills Ability to lift up to 10 pounds occasionally and or a negligible amount of lifting frequently or constantly to move objects Willingness to work alternating shifts and Saturdays Minimum 1-3 years relevant experience in consumer, business banking or retail services This job description is a general description of essential job functions. It is not intended as an employment contract, nor is it intended to describe all duties someone in this position may perform. All employees are expected to perform tasks assigned by supervisory personnel, regardless of job titles or routine job duties. Bankwell is committed to a policy of Equal Employment Opportunity and will not discriminate against any applicant or employee on the basis of race, color, religion, sex, sexual orientation, national origin or ancestry, age, physical or mental disability, veteran or military status, marital status, or any other legally recognized protected basis under federal, state or local laws. Salary Description $23.00 - $27.00/hr

As part of the Retail Branch team, the Universal Banker is accountable for client service delivery to those who prefer face-to-face interaction with Ascend Bank to expand and strengthen client relationships. The position will provide education about Ascend Bank sales and service delivery options, including but not limited to, all digital channels and debit card reward programs, while offering the appropriate banking solutions that match the client's needs. The position requires knowledge in the areas of client experience, client relationship development, retail sales, loss mitigation, and compliance with Bank policies, procedures and quality standards. Responsibilities: Client Relationship Management: Build and maintain strong relationships with Clients, local businesses, and community organizations through in person, planned appointments, and through outbound calling efforts with prospective and existing clients. Collaborate with branch team to develop relationship building strategies to ensure goal attainment and maximum satisfaction. Address Client inquiries and concerns in a timely and professional manner, involving Branch Management when applicable. Risk Management and Compliance: Ensure compliance with all banking regulations, policies, and procedures. Implement effective risk management practices to safeguard the bank's assets and reputation. Follow internal controls and audit procedures to ensure the accuracy of financial transactions and prevent fraud. Performance Monitoring and Reporting: Assist in the preparation and completion of reports as required by management. Contribute to the overall operational efficiency and success of the branch. Utilizing CRM platform to capture client interactions to create opportunities for relationship building, process improvement, and operational efficiency. Development and Training: Participate in branch meetings and training sessions to stay informed about new products, services, and operational updates. Participate in, and conduct as directed, daily jumpstarts with staff, planning relevant topics to share and discuss. Community Engagement and Outreach: Represent the bank at community events, local business associations, and civic organizations to promote our brand and build relationships. Identify sponsorship and partnership opportunities that align with the bank's values and strategic objectives. Lead or participate in community service initiatives and volunteer activities to demonstrate our commitment to social responsibility. Digital Literacy: The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills Information, data, and content Teaching, learning, and self-development Communication, collaboration, and participation Digital identity, safety, and security Technical proficiency with all bank products Awareness and interest in new technology Creation, innovation, and research DUTIES SUPERVISED: Branch Sales and Service, Branch Operations, Safe Deposit POSITIONS SUPERVISED: N/A EXPERIENCE: One to three years of similar or related experience. Proficiency in MS Office Suite, specifically WORD, EXCEL and PowerPoint. EDUCATION: A high school education or GED. Bilingual proficiency (English/ Spanish) is considered a desirable attribute. PHYSICAL REQUIREMENTS: Must be able to stand for extended periods. *Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience. Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status. Applicants requiring reasonable accommodation in the application process should notify Human Resources. Ascend Bank participates in E-Verify. EOE/AA/M/F/D/V

Advance your Banking career with us! Newtown Savings Bank is seeking a professional, positive, and high energy team player for the role of Float Universal Banker II which will “float” to any of our 15 branches and/or Customer Service Center, as needed. The Float Universal Banker II works under the direction of the Retail Banking Operations Manager and with Branch Management to implement and carry out Bank policy, procedures, and goals with respect to the overall operation of the branches. This role proactively generates new deposit accounts, loan applications and investment referrals and will proactively generate leads for all banking relationships. The Float Universal Banker II manages the branch in the absence of Branch Management as necessary, as well as assists with the development and coaching of staff. PRIMARY RESPONSIBILITIES Provide prompt and courteous service to all external and internal customers. Courteously resolve customer complaints or properly refer them to Branch Management as needed. Use courteous telephone etiquette when answering, transferring, and calling customers. Be proactive in the greeting of lobby customers to provide excellent customer service. Create welcoming customer friendly environment. Proactively offer solutions and be willing to solicit new business from customers and potential customers by uncovering needs, identifying solutions, and making the appropriate recommendations. Promote the complete line of deposit products and related services to customers in an effort to reach defined goals and enhance profitability. Accurately respond to customer inquiries and identify new sales opportunities. Refer customers to Commercial Lending, Mortgage and Newtown Investment Solutions as appropriate. Develop new account relationships and open accounts based on customer needs. Accept consumer and business loan and credit card applications. Process all teller transactions in accordance with Bank policy and procedure. Perform all customer information and account maintenances. Assist with the overall operational efficiency including, but not limited to audit requirements and results. Assist branch with certain administrative duties as required including, but not limited to ATM balancing, night drop processing, branch balancing, and other daily branch operations as needed. Complete customer domestic and international wire requests within authority limits. Perform additional international transactions such as foreign currency requests and foreign cash letters. Monitor and process overdrafts on a daily basis and render decisions within authority by set deadline. Demonstrate leadership and assist with weekly staff meetings, business development, and sales management activities. Lead in the absence of the Customer Experience Manager including opening and closing of branch. Support Branch Management and create an environment where employees feel engaged, supported, and valued. Work with Customer Experience Manager(s) to support staff to achieve quarterly operational and sales goals. Provide coaching and assistance to branch employees, as well as provide feedback on employee performance to management, as needed. Maintain knowledge and follow all CIP, BSA, AML and OFAC requirements, as set forth in the Bank's policies, procedures, and programs. Complete all compliance requirements by scheduled deadlines. Meet with immediate supervisor to discuss customer service, sales performance, operational excellence, and personal career growth and development as established in individual SMART goals. Support the Bank's Mission Statement, Vision Statement and demonstrate the Bank's core values. Meet the Bank's volunteer specifications and be involved in community activities as necessary. POSITION REQUIREMENTS High School Diploma or equivalent Two years previous relevant customer service and/or sales experience Sales experience preferred Banking experience preferred Customer service experience preferred Supervisory experience preferred Communication Skills Must be able to communicate effectively while interacting with internal and external customers in person, on the telephone or in writing. Strong customer service skills required. Must be able to speak in small groups or one on one. Proficient in routine letters and customer correspondence. Problem Solving Skills Ability to apply common sense understanding to carry out functions furnished in written form or oral form. Ability to perform a variety of duties without loss of efficiency or composure. Ability to multitask as well as to perform repetitive work according to set procedures and meet deadlines. Ability to perform well under pressure. Other Skills Be task oriented, organized and work well in team environment. Must have the ability to listen well and follow instructions, as well as to receive guidance and supervision, and follow work rules and procedures. Attendance Required to work weekends and may be required to work extended hours and regular, reliable attendance is critical. QUALIFICATIONS To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed above are designed to indicate the general nature and level of the knowledge, skill, and /or ability required. 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. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. Any physical demands or work conditions described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Full time employees also receive a complete benefit package including a generous 401(k), medical benefits, paid time off, and short- and long-term disability programs. Newtown Savings Bank is an equal opportunity employer and complies with affirmative action programs for qualified veterans and individuals with disabilities. Newtown Savings Bank shall not discriminate against any employee or applicant for employment based on race, color, religion, gender, age, marital status, national origin/ancestry, sexual orientation, gender identity, disability status, protected veteran status, or any other legally protected status. Include shift schedule Not Included Include budgeted hours Not Included

Wethersfield, Connecticut, United States of America **Hours:** 40 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & 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 processes cash/deposit/withdrawal transactions 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 cash drawers/stations/balances out 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 **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% 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 - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we 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. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** 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. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Milford, Connecticut, United States of America **Hours:** 40 **Pay Details:** $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. **Line of Business:** Personal & Commercial Banking **Job Description:** The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. **Depth & 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 processes cash/deposit/withdrawal transactions 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 cash drawers/stations/balances out 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 **Physical Requirements:** Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% 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 - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. **Who We Are:** TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we 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. **Our Total Rewards Package** Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more (*************************************** **Additional Information:** We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. **Colleague Development** 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. **Training & Onboarding** We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. **Interview Process** We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. **Accommodation** TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at *************** . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process. Federal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.

Hours: 40 Pay Details: $22.00 - $27.75 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role. Line of Business: Personal & Commercial Banking Job Description: The Banking Associate is a professional in banking, plays a key role in delivering TD's Brand promise at a store location. This role is accountable for accurately completing everyday banking transactions and providing advice and educational support on services, products, and tools to help Customers achieve their financial goals. Depth & 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 processes cash/deposit/withdrawal transactions 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 cash drawers/stations/balances out 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 Physical Requirements: Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% 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 - Continuous The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes. Who We Are: TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we 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. Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development 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. Training & Onboarding We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role. Interview Process We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call. Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law. If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.