Customer Service Representative
1 mese fa
Job Summary
We are seeking a skilled Retail Banker II Float to join our team at TD Bank. In this role, you will serve as a customer liaison, utilizing your financial expertise and consultative advice to advise customers regarding personal banking solutions. Your goal will be to deliver a legendary customer experience, building relationships, and providing exceptional service.
Key Responsibilities
- Act as a subject matter expert in the store, providing advice on products, services, policies, and procedures to customers and colleagues.
- Makes product recommendations based on customer needs, highlighting features and benefits that support customers through challenging times and life events.
- Utilizes customer relationship management tools to proactively assess customer needs, identify solutions, and lead-focused outbound sales activities.
- Evaluates issues, errors, and problems based on practices and existing precedents or procedures.
- Explains detailed and/or complicated information within the team.
- Builds working relationships with customers and related teams.
- Requires full proficiency gained through job-related training to perform a range of activities.
- Participates in customer outreach, servicing, and advice activities to deliver on our unexpectedly human promise.
- Engages in conversations with customers about loan products, facilitates the application intake.
Requirements
- HS Diploma or GED required; 2-year degree preferred.
- 2+ years of related experience required.
- Teller experience (Preferred).
- Cross-trained to take customer transactions.
- Requires agility, teamwork, and flexibility to adapt to different locations and environments.
- Must be able to do same-day travel to multiple work locations within a designated region or area.
- Superior customer service skills.
- Strong organization skills to handle multiple tasks in a fast-paced environment.
- Excellent communication skills with the ability to be concise, clear, and consistent.
- Demonstrated effective problem-solving skills.
- Demonstrated ability to schedule and prioritize work.
- Demonstrated ability to work independently and within deadlines.
- Proficient in Microsoft Office.
- Ability to provide community services, including, but not limited to, financial education classes.
- Notary license (Preferred).
Working Conditions
This role requires continuous sitting, occasional standing, and occasional walking. Must be able to perform sedentary work and operate standard office equipment. Domestic travel is continuous, while international travel is never required.
What We Offer
TD Bank offers a competitive salary, comprehensive benefits package, and opportunities for growth and development. We are committed to providing a safe and inclusive work environment, where our employees can thrive and achieve their full potential.
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