Store Customer Experience Coordinator

2 weeks ago


Oklahoma City, United States TD Bank Group Full time

We are working to deliver a legendary mobile experience. If your experience is less than optimal, please visit us on a desktop or laptop. **Store Customer Experience Coordinator (US)** 350277BR Retail Banking

Customer Service South Dennis , MA

February 18, 2022 **Company Overview** **About TD Bank, Americas Most Convenient Bank**

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

Find TD Bank on Facebook at

and on Twitter at . TD Bank, Americas Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol TD. To learn more, visit . **Job Description** The Store Customer Experience Coordinator provides legendary customer service in both Teller transactions and Platform Customer Service, while selling/cross-selling and referring TD Products to new and existing customers. The Store CEC recommends appropriate products and services related to spending and saving. The Store CEC completes teller transactions, services customers with non-complex platform needs, and opens new deposit accounts. * Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store * Conducts needs-based conversations and offers financial solutions to meet our Customers needs * Makes quality referrals to appropriate partners * Responsible for meeting individual performance metrics * Responsible for making sound decisions and timely problem resolution * Provides exceptional Customer Service by meeting all Customer demands as they relate to both teller and some platform activities * Generally resolves problems independently, escalating more difficult issues to management * Focuses on servicing the customer, on both the teller line and platform, with the added responsibility of simple product sales; Activities include but are not limited to: Teller transactions, Open/Close Personal Deposit Accounts, Debit Card/Credit Card Issues, Regulation E, Mobile and On-Line banking * Drives referrals to store colleagues and partners to support the broader more complex financial needs of customers * May train and act as a mentor to new Tellers **Requirements** * High school diploma or GED * 1+ years related experience required * Superior Customer Service skills * Teller experience (Preferred) * 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) **Hours** 40 hours including weekends **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 in and serve, and creating an environment where every employee has the opportunity to reach their potential. If you are a candidate with a disability and need an accommodation to complete the application process, email the TD Bank US Workplace Accommodations Program at USWAPTDO@td.com . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process. EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity. **Share this job** * Share by Mail **Team Summary** Visas Data Products enable our clients win more with their consumers through data and analytics. This accelerates digital payments vs. alternatives and also accelerates the growth of Visa clients vs. other digital payments providers. Data Products team is focused on building products and solutions that will strengthen Visas position as market leader for the future and build customer loyalty based on added value given access to large volumes of insightful data. Visa Analytics Platform (VAP) is a powerful application suite that delivers data-driven insights and benchmarks

all backed by Visas global payment network and state-of-the-art data science. Our team builds and distributes revenue-generating products utilizing Visa data, providing clients with actionable insights that help improve their business performance and gain market share. Our clients are primarily Issuers, Acquirers, and Merchants. The role will be part of the Visa Analytics Platform product management team. The product management team oversees the inception, design, development, testing, and ultimate delivery of new product applications, modules, or enhancements. This role will be instrumental to drive our business objectives, by leading important product initiatives and collaborating with other product managers, technology and sales partners in several other workstreams. **Job Description** This position will be based in Foster City or San Francisco, CA reporting to the Senior Director, global product lead of Visa Analytics Platform. Key initiatives include: - Perform data analysis, market and competitive research in collaboration with other Visa teams and product stakeholders across regions. Lead end-to-end pricing reviews, including analysis, recommendations, approval, communication, and implementation. - Develop product documentation to support user adoption and engagement, including quick start guides, use case materials, data dictionary, as well as frequently update various VAP assets across internal and client-facing folders. - Support market entry strategy and new BI solution implementation, working with regional product teams, go-to-market as well as technology and other product partners to develop product strategy, go-to-market plans, and product design documents (concept document, business case, product requirements). Essential functions: * **Product management and business leadership**: Working with technology, product, legal, and other Visa teams to define the vision, requirements, and dependencies of new product applications, modules, or enhancements + Business case development: work with Visa partners to establish business cases and projected ROI on investment, identify and prioritize target markets + Competitive analysis: develop and maintain a deep understanding of competitive product and go to market strategies to inform business strategy + Develop strong working relationships with product, technology, risk, client support, consulting, marketing, and sales organization * **Incubate and test new features**: Use human centered design / design thinking techniques to shape the vision and functionality of the product, and to test with clients and prospective users through design / front-end prototypes + Client research / design thinking sessions: lead or support client research, including design thinking sessions and leading interviews with financial institution executives and non-executives + Client requirements synthesis: establish and refine client requirements based on design feedback and prioritize key functionality to prototype + Prototype development & testing: s

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