Td bank customer service representative job description

Q: What does a customer experience associate do at TD Bank?

Respond and resolve customers concerns using standard procedures and escalating non-standard activities, as necessary. Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.

Responsibilities

Experience : 0 Description : Auto req ID 194815BR Job Title Customer Service Representative II (Marine Park) Job Status Full Time Country UNITED STATES Province/State New York City1 Brooklyn Location Brooklyn-Marine Park North Business line TD Bank AMCB Job Category - Primary Retail Banking - Customer Service Job Category(s) Retail Banking - Customer Service TD Description About TD Bank, America's Most Convenient Bank TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit www.tdbank.com. at http://www.tdbank.com/ Find TD Bank on Facebook at www.facebook.com/TDBank and on Twitter at www.twitter.com/TDBank_US . TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit www.td.com at http://www.td.com/ . Job Description The Customer Service Representative II provides legendary Customer Service while selling/ cross-selling TD products to new and existing Customers. Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain. Job Requirements + Meets with customers and prospects and develops understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales. + Maintains strong product and sales knowledge and champions core service values. + Provides sound advice at every Customer interaction to create a positive Customer Experience and ensure that the Customer's financial needs are met. + Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction. + Responsible for meeting or exceeding specific individual sales goals. + Provides exceptional Customer service by meeting all Customer demands as they relate to relatively more complex transactions and assisting less experienced personnel. + Solves problems independently. + Performs a broad range of tasks of varying complexity and scope. Qualifications + High School Diploma or equivalent experience. + 2-4 Years of related experience. + Sales skills with the ability to influence Customers. + Excellent Customer Service skills. + Excellent written and verbal communication skills. + Teller experience helpful. + Demonstrate effective problem solving skills. + Demonstrate ability to schedule and prioritize work. + Demonstrate ability to work independently and within deadlines. + Ability to train less experienced team members. + Strong PC skills. + Complete Core Training Requirements. + Successful Certification as a Consumer Lender (CCL). + Must have current Notary License. + Ability to provide community services, including, but not limited to, WOW! Zone training classes. + Completes online regulatory training requirements. Hours 40 Inclusiveness At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our County : Kings URL : https://nlx.jobsyn.org/e496ddf5f4fa45a9bad10858c6fcaef0159

Table of Contents Show

What are the duties and responsibilities of a customer service representative?
What do you do as a customer service representative at a bank?
What does a customer experience associate do at TD Bank?
Why do you want to work for TD answer?

Tell us your story. Don't go unnoticed. Explain why you're a winning candidate. Think "TD" if you crave meaningful work and embrace change like we do. We are a trusted North American leader that cares about people and inspires them to grow and move forward.

Stay current and competitive. Carve out a career for yourself. Grow with us. Here's our story: jobs.td.com

Department Overview

TD Canada Trust is TD's customer-focused personal and small business banking business. Serving more than 11 million customers nationally, TD Canada Trust provides a full range of financial products and services through its branch banking network, telephone, internet banking, and ‘TD Green Machine’ automated banking machines.

Business line

TD Canada Trust

Job Category - Primary

Retail Banking - Customer Service

Job Category(s)

Retail Banking - Customer Service

Job Description

The Customer Service Representative performs customer transactions, providing legendary service & advice to create legendary customer experiences. This role is required to understand customer needs and identify opportunities to promote TDCT products and services to the customers, referring them to appropriate team members or internal Bank partners. The Customer Service Representative reports to either the Manager Customer Service or Manager Customer Service and Sales.

Job Requirements

Customer Experience

Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience
Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner
Ensure the customer area is professional and inviting in appearance
Ensure customer problems are handled appropriately, escalating issues when necessary
Proactively demonstrate lobby leadership in the customer lounge, help & advice area and in self serve areas of the branch with the goal to deliver an enhanced customer experience and create a positive “First Impression’” by greeting and engaging customers in a range of sales, service and informational conversations

Develop and Manage the Team / Teamwork

Contribute to a positive working environment
Actively participate in the performance management process
Meet professional/personal development objectives by utilizing learning maps
Actively participate in regular meetings and coaching sessions

Business Results

Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services
Contribute to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals
Understand and meet the needs of customers by providing them with advice on appropriate products and services, and/or identify sales opportunities and refer customers to appropriate team members or TD partners
Contribute to the timely and accurate completion of branch administration work

Internal Practices & Processes

Contribute to the branch objective for Operational Excellence
Be knowledgeable of and comply with Bank and industry codes of conduct and with securities laws and regulations
Understand and apply bank/branch operating policies and procedures – which may include assisting with the branch opening and closing procedures on a rotational basis
Ensure necessary due diligence to support the accuracy of all customer transactions

Additional Information

It is understood that you will have flexibility to work evenings and weekends when required on a rotational basis as part of the branch team.

Inclusiveness

At TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live and serve. If you require an accommodation for the recruitment/interview process (including alternate formats of materials, or accessible meeting rooms or other accommodation), please let us know and we will work with you to meet your needs.

**Province/State (Primary)

Ontario

What are the duties and responsibilities of a customer service representative?

Contents.

Answering questions about a company's products or services..

Processing orders and transactions..

Resolving issues and troubleshooting technical problems..

Delivering information about a company's offerings..

Providing proactive customer outreach..

Handling customer complaints..

Collecting and analyzing customer feedback..

What do you do as a customer service representative at a bank?

Customer service representatives who work for banks answer customer questions about basic banking services, such as account balances and interest rates and fees. They also help customers protect their accounts by reviewing suspicious activity, reversing transactions and reissuing compromised debit and credit cards.

What does a customer experience associate do at TD Bank?

Respond and resolve customers' concerns using standard procedures and escalating non-standard activities, as necessary. Achieve assigned goals and business objectives by promoting banking solutions and completing business processes in a timely and accurate manner.

Why do you want to work for TD answer?

This is a place where you can realize your aspirations and achieve your goals, within a supportive and inclusive environment. Collaborating with talented colleagues on interesting and challenging work, every employee has the opportunity to make a profound impact on our business – and our communities.