310 Banking jobs in Ohio

Our client is a prestigious investment bank seeking a talented and driven Investment Banking Associate to join their team in Cincinnati, Ohio, US . This hybrid role offers a blend of in-office collaboration and remote flexibility. As an Associate, you will play a pivotal role in advising corporate clients on mergers and acquisitions, capital raising activities, and strategic financial advisory services. You will be responsible for managing deal execution, conducting in-depth financial analysis, building complex financial models, and preparing client presentations.

Responsibilities:

• Manage and execute M&A transactions, debt and equity financings, and other strategic advisory assignments.
• Develop and maintain detailed financial models, including valuation analysis, LBO modeling, and accretion/dilution analysis.
• Prepare high-quality client presentations, pitch books, and information memorandums.
• Conduct industry research, market analysis, and due diligence.
• Coordinate with senior bankers, clients, and legal counsel throughout the deal process.
• Supervise and mentor junior team members (Analysts).
• Build and maintain strong relationships with clients and industry professionals.
• Identify and pursue new business opportunities.
• Stay abreast of market trends and economic developments relevant to client industries.

Qualifications:

• MBA or Master's degree in Finance, Economics, or a related field; Bachelor's degree with exceptional experience may be considered.
• 3-5 years of relevant experience in investment banking, corporate finance, or private equity.
• Strong financial modeling skills, including DCF, precedent transactions, comparable company analysis, and LBO modeling.
• Excellent analytical, problem-solving, and quantitative abilities.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
• Exceptional written and verbal communication skills.
• Ability to work effectively in a fast-paced, team-oriented environment.
• Strong project management and organizational skills.
• Candidates will be expected to spend at least 3 days per week in our Cincinnati, Ohio, US office, with flexibility for remote work on other days.

Our client, a prestigious investment bank, is seeking a highly motivated and analytical Investment Banking Associate to join their thriving M&A team in **Cincinnati, Ohio**. This demanding role requires a candidate with a strong financial acumen, exceptional quantitative skills, and a proven ability to manage complex transactions from origination to closing. You will be deeply involved in financial modeling, valuation analysis, due diligence processes, and the preparation of client presentations and marketing materials. Responsibilities include conducting in-depth industry research, identifying potential acquisition targets or buyers, and supporting senior bankers in client interactions and deal execution. The ideal candidate will possess a Bachelor's or Master's degree in Finance, Economics, or a related field, coupled with 3-5 years of relevant experience in investment banking, corporate development, or private equity. A strong understanding of financial markets, accounting principles, and deal structuring is essential. You must be proficient in Excel, PowerPoint, and financial modeling software. Excellent communication, negotiation, and interpersonal skills are critical for building client relationships and working effectively within a high-performing team. This role operates in a demanding, fast-paced environment that requires long hours and a commitment to delivering exceptional results. Candidates must be detail-oriented, highly organized, and possess the resilience to thrive under pressure. This is a significant opportunity for a driven professional to accelerate their career in finance and contribute to high-stakes transactions within a globally recognized institution. **Cincinnati, Ohio** serves as the central hub for this dynamic team.

Our client, a prestigious financial institution located in Columbus, Ohio, US , is actively recruiting an ambitious Investment Banking Associate to bolster their M&A advisory team. This role is integral to supporting senior bankers in executing complex transactions and providing strategic financial advice to corporate clients. The Associate will be deeply involved in financial modeling, valuation analysis, and preparing client presentations and marketing materials for deals across various industries. Key responsibilities include conducting due diligence, market research, and financial analysis to identify potential investment opportunities and risks. You will work closely with clients, management teams, and other advisors throughout the transaction lifecycle. The ideal candidate possesses a sharp analytical mind, exceptional attention to detail, and a proven ability to manage multiple projects simultaneously in a fast-paced environment. Strong communication skills are essential for client interaction and internal team collaboration. A solid understanding of corporate finance principles and capital markets is a must. This position offers unparalleled exposure to high-stakes financial transactions and significant opportunities for professional growth within the banking sector. The successful candidate will be instrumental in developing client relationships and contributing to the firm's ongoing success. We seek individuals with a strong work ethic and a commitment to delivering exceptional results. Experience in financial modeling, DCF analysis, LBO modeling, and comparable company analysis is critical. The role also involves managing junior team members and ensuring the quality of work product.
Qualifications:

• MBA or Master's degree in Finance or a related field.
• Minimum of 3-5 years of experience in investment banking, private equity, or corporate development.
• Advanced financial modeling and valuation skills.
• Exceptional analytical, quantitative, and problem-solving abilities.
• Strong presentation and communication skills.
• Ability to work effectively under pressure and meet tight deadlines.

Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
+ Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
+ Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
+ Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
+ Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
+ Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
+ Provide guidance to CSRs with respect to the sales and referral process.
+ Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
+ Act with confidence by answering customer questions and owning customer issues.
+ Maintain a position of trust and responsibility by keeping all business confidential.
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
+ Adhere to established policies and procedures while opening/servicing the full range of Retail products.
+ Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
+ Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
+ Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or work experience providing transferrable skills, or, combination of education and experience.
+ Experience in the financial industry preferred.
+ Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
+ Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
+ Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
+ Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
WORKING CONDITIONS:
+ Normal office environment.
+ Extending viewing of computer screens.
+ This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
+ Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banking Associate I
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Berea, Ohio 44017
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Make banking a Fifth Third better®We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
Selected candidates are intended to become a Retail Personal Banker I after completing a 9 week on-boarding and education program that includes rotations in operations and Sales & Service. There will be a certification at the conclusion of the program to provide selected candidates the opportunity to demonstrate skills necessary to successfully perform a role within the Retail Personal Banker job family. The Personal Banker I is a Financial Center position focused on using the consultative sales process to proactively identify and meet the financial needs of customers or prospects. The Personal Banker I maintains focus on acquiring new households and/or deepening existing customer relationships through a variety of activities, including but not limited to lobby leadership (Financial Centers) or aisle time (Bank Marts) and tele-consulting. This role is responsible for processing teller transactions as well as working as a member of the platform staff.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
+ Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and identify current and future financial needs.
+ Maintain an in-depth knowledge of Retail consumer and small business products/services and recommend appropriate solutions using our value proposition.
+ Utilize CAMP and other approved Marketing tools to proactively reach out to customers and set appointments for periodic financial reviews.
+ Primarily focused on cross-selling to existing customer base and engaging in outside sales activities (i.e. Membership Advantage onsite presentations, business sales calls, community financial literacy events, etc.) as directed.
+ Establish close working relationships with assigned Business Partners (Mortgage, Small Business, Commercial and Investment), referring customers when appropriate to provide timely, and holistic financial solutions.
+ Consistently meet/exceed customer experience and individual/team production goals and enhance year-over-year revenue growth as measured by the Financial Center P&L.
+ Provide guidance to CSRs with respect to the sales and referral process.
+ Promote customer satisfaction with a friendly, helpful demeanor and professionalism.
+ Act with confidence by answering customer questions and owning customer issues.
+ Maintain a position of trust and responsibility by keeping all business confidential.
+ Follow the Bancorp Code of Business Conduct and Ethics and other related policies, maintaining ethical behavior at all times.
+ Adhere to established policies and procedures while opening/servicing the full range of Retail products.
+ Participate in the consumer loan and bankcard process, owning sourced loans from application through closing.
+ Participate in the opening/closing process of the Financial Center or Bank Mart as directed by the Financial Center Manager.
+ Keep up to date on Retail procedures in place to mitigate fraudulent activity and unnecessary risk or exposure.
SUPERVISORY RESPONSIBILITIES:
None.
MINIMUM KNOWLEDGE, SKILLS AND ABILITIES REQUIRED:
+ College degree or work experience providing transferrable skills, or, combination of education and experience.
+ Experience in the financial industry preferred.
+ Demonstrated ability to develop comfort level with sales activities designed to acquire new consumer household and small business customers and/or cross-sell to established customers.
+ Must be able to demonstrate understanding of advanced math functions that will allow for analysis of credit and financial information.
+ Ability to professionally represent Fifth Third Bank in terms of appearance and verbal/written communication.
+ Demonstrated ability to develop a working knowledge of Retail policies and procedures in order to utilize good judgment in making sound decisions.
+ This position requires S.A.F.E. Act registration at the time of employment through the Nationwide Mortgage Licensing System (NMLS). The NMLS web site (mortgage.nationwidelicensingsystem.org) provides the MU4R questions and registration required for employment in this position.
WORKING CONDITIONS:
+ Normal office environment.
+ Extending viewing of computer screens.
+ This program will require the ability to travel within the affiliate for training as well as scheduling flexibility.
+ Travel outside of the affiliate will be required for various classroom training sessions.
Personal Banking Associate I
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Berea, Ohio 44017
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

Our client, a prestigious financial institution, is seeking a highly accomplished Investment Banking Associate to join their elite team on a fully remote basis. This role offers an unparalleled opportunity for a driven professional to engage in complex financial transactions, including mergers and acquisitions (M&A), capital raising, and strategic advisory services, all from a remote work setting. The Investment Banking Associate will be instrumental in supporting senior bankers by conducting in-depth financial analysis, developing financial models, preparing client presentations, and managing deal processes. The ideal candidate possesses exceptional quantitative skills, a keen understanding of financial markets, and a strong work ethic.

Key responsibilities include performing valuation analyses (DCF, LBO, precedent transactions), preparing pitch books and confidential information memorandums (CIMs), and coordinating with legal counsel, auditors, and other advisors throughout the deal lifecycle. You will also be responsible for market research, industry analysis, and identifying potential client opportunities. This position demands meticulous attention to detail, superior analytical abilities, and the capacity to work under pressure in a fast-paced, deadline-driven environment. Strong communication and interpersonal skills are essential for client interaction and internal team collaboration. The Investment Banking Associate must be adept at managing multiple projects simultaneously and demonstrating initiative and leadership potential. This is a unique chance to contribute to high-profile transactions and advance your career in investment banking with a leading firm, entirely remotely.

Qualifications:

• MBA or Master's degree in Finance, Economics, or a related quantitative field.
• Minimum of 3 years of experience in investment banking, private equity, corporate development, or a related field.
• Proven expertise in financial modeling, valuation techniques, and transaction execution.
• Strong understanding of capital markets and corporate finance principles.
• Excellent analytical, problem-solving, and critical thinking skills.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, Refinitiv).
• Exceptional written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Ability to work independently, manage workload effectively, and deliver high-quality results in a remote setting.
• High level of integrity, discretion, and professionalism.

Our client, a prestigious investment bank, is seeking a highly analytical and motivated Senior Investment Banking Associate to join their esteemed Mergers & Acquisitions (M&A) team. This demanding role is based in Columbus, Ohio, US , and requires a deep understanding of financial markets, strong modeling skills, and a commitment to excellence. The ideal candidate will be instrumental in advising clients on complex transactions and driving successful outcomes.

Key Responsibilities:

• Assist in originating and executing M&A transactions, including sell-side, buy-side, and strategic advisory assignments.
• Develop complex financial models, including DCF, LBO, accretion/dilution, and comparable company analyses.
• Prepare detailed client presentations, pitch books, and marketing materials for transactions.
• Conduct extensive due diligence, financial analysis, and valuation assessments.
• Manage deal processes, coordinating with clients, legal counsel, accounting firms, and other advisors.
• Perform industry research and competitive analysis to identify strategic opportunities and risks.
• Support junior team members, providing guidance and oversight on analytical tasks and project execution.
• Build and maintain relationships with clients and industry contacts.
• Stay abreast of market trends, economic conditions, and regulatory changes impacting the financial services industry.
• Contribute to the overall strategy and business development efforts of the M&A group.

Required Qualifications:

• Bachelor's degree in Finance, Economics, or a related field from a top-tier university.
• Minimum of 5 years of relevant experience in investment banking, corporate development, or private equity.
• Proven expertise in financial modeling, valuation techniques, and transaction structuring.
• Strong analytical, quantitative, and problem-solving skills.
• Excellent written and verbal communication skills, with the ability to articulate complex financial concepts clearly.
• Proficiency in Microsoft Excel, PowerPoint, and financial databases (e.g., Bloomberg, FactSet).
• Ability to work effectively under pressure, manage multiple projects simultaneously, and meet demanding deadlines.
• High level of attention to detail and a strong work ethic.
• Team-oriented with the ability to collaborate effectively with colleagues at all levels.
• Discretion and a high degree of professionalism are essential.

This is a challenging and rewarding career opportunity for a talented finance professional seeking to advance their career in investment banking. If you are passionate about M&A and thrive in a dynamic, high-stakes environment, we encourage you to apply.

Make banking a Fifth Third better® We connect great people to great opportunities. Are you ready to take the next step? Discover a career in banking at Fifth Third Bank.
GENERAL FUNCTION:
The Associate performs a wide range of complex analytical and high-level support functions. With limited supervision, this position applies analytical skills to provide consistent data and reporting support for the Corporate Banking Group. This role may also provide oversight of Analysts and CAPs (Commercial Associate Program) to ensure the production of a high quality work product. Manages and maintains models and presentation materials so that they are accurate and up-to-date and meet the needs and objectives of the team. Develop industry knowledge and transaction support for the Corporate Banking team in a given group or industry vertical.
Responsible and accountable for risk by openly exchanging ideas and opinions, elevating concerns, and personally following policies and procedures as defined. Accountable for always doing the right thing for customers and colleagues and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by consistently identifying, assessing, managing, monitoring, and reporting risks of all types.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
. Build and understand complex financial models.
. Perform complex financial analysis with minimal oversight.
. Create high-impact presentation materials using PowerPoint, Excel, Word and other relevant software programs.
. Understanding of capital structures and capital market trends and the ability to apply to client needs.
. Support execution of Debt Capital markets (DCM), Equity Capital Markets (ECM) Advisory transactions.
. Complete credit and financial statement analysis independently.
. Coordinate with product partners to develop integrated financing solutions and pitch materials for our clients.
. Work well as part of a team in a high stress environment.
. Develop good working relationships with peers, product partners and senior bankers throughout the organization. . Manage priorities while working on a number of high priority opportunities simultaneously.
SUPERVISORY RESPONSIBILITIES: No direct reports, however incumbent provides oversight and direction for Analysts and Commercial Leadership Program participants.
MINIMUM KNOWLEDGE & SKILLS REQUIRED:
. Undergraduate degree required, graduate degree preferred.
. 3 - 5 years of experience in Corporate Banking.
. Strong credit underwriting and corporate banking skills required.
. Strong analytic skills and good working knowledge of financial modeling.
. Excellent presentation skills, both oral and written.
. Securities Industry Essentials (SIE), Series 79, and Series 63 required.
At Fifth Third Bank, we understand the importance of rewarding our employees for their hard work and dedication, therefore, our Total Rewards offering includes a differentiated compensation package and comprehensive benefits.
Benefits:
Our benefits programs are designed to support the health, happiness, and financial well-being of our employees and their families. Your benefits will include access to comprehensive medical, dental, and vision coverage, a 401(k) plan and employee stock purchase plan that both offer a generous employer match, flexible paid time off, comprehensive leave programs, and unique benefits to support your overall mental and physical wellness. For additional details, please contact your recruiter.
Compensation:
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the US. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Corporate Banking Associate - Metals, Materials & Construction
Total Base Pay Range 60,100.00 - 123,200.00 USD Annual
At Fifth Third, we understand the importance of recognizing our employees for the role they play in improving the lives of our customers, communities and each other. Our Total Rewards include comprehensive benefits and differentiated compensation offerings to give each employee the opportunity to be their best every day.
The base salary for this position is reflective of the range of salary levels for all roles within this pay grade across the U.S. Individual salaries within this range will vary based on factors such as role, relevant skillset, relevant experience, education and geographic location. In addition to the base salary, this role is eligible to participate in an incentive compensation plan, with any such payment based upon company, line of business and/or individual performance.
Our extensive benefits programs are designed to support the individual needs of our employees and their families, encompassing physical, financial, emotional and social well-being. You can learn more about those programs on our 53.com Careers page at: or by consulting with your talent acquisition partner.
LOCATION -- Charlotte, North Carolina 28202
Attention search firms and staffing agencies: do not submit unsolicited resumes for this posting. Fifth Third does not accept resumes from any agency that does not have an active agreement with Fifth Third. Any unsolicited resumes - no matter how they are submitted - will be considered the property of Fifth Third and Fifth Third will not be responsible for any associated fee.
Fifth Third Bank, National Association is proud to have an engaged and inclusive culture and to promote and ensure equal employment opportunity in all employment decisions regardless of race, color, gender, national origin, religion, age, disability, sexual orientation, gender identity, military status, veteran status or any other legally protected status.

**Work Location:**
Neptune, New Jersey, United States of America
**Hours:**
20
**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 ( 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.