Customer Service Representative

4 weeks ago

Portland, Oregon, United States TD Bank Full time

Job Summary:

The Teller I role at TD Bank is a customer-facing position that requires excellent communication skills and a passion for delivering legendary customer experiences. As a Teller I, you will be responsible for processing everyday banking transactions with accuracy and efficiency, while also educating customers on TD's products and services or referring them to a partner for specialized solutions.

Key Responsibilities:

  • Execute TD's Brand promise to customers by consistently executing appropriate behaviors to deliver a Legendary Customer experience in the Store
  • Perform customer transactions including deposits, withdrawals, loan and safe deposit box payments efficiently
  • Process cash transactions such as cashing checks, verifying currency, balancing cash drawer, and night deposits with a high level of accuracy
  • Respond to and resolve customer inquiries and concerns using standard procedures and escalating to management as necessary
  • Engage in lobby leadership by orchestrating customer flow, warmly welcoming customers, and guiding appropriately
  • Understand customer preferences with banking (when and how they want) and educate customers on self-service/digital options that meet their needs
  • Act as an advocate for the customer by conducting needs-based conversations; offering financial & digital solutions, and/or referring the customer to appropriate partner to provide solutions
  • Makes sound decisions and provides timely problem resolution, escalating more difficult issues to management
  • 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
  • Verifies customers' identities by following customer authentication policies & procedures
  • Balances cash drawers Automated Teller machines (ATMs) and Teller Cash Dispensers (TCDs)/ Teller Cash Recyclers (TCRs) as necessary
  • Adheres to safe deposit box procedures/operations and guidelines
  • Responsible and accountable for cash drawers and vaults including maintaining appropriate cash limits and securing cash at all times
  • Accountable for ensuring confidential customer information is securely stored throughout the day
  • Understands the importance of and follows dual control
  • Follows all security and audit measures to minimize potential loss
  • Utilizes bank tools and processes to detect, address and prevent fraud

Requirements:

  • High school diploma or GED
  • 6 months work related experience preferred; or equivalent can be demonstrated through any of the following: volunteering, education, military experience
  • Ability to work during operating hours to include weekends, evenings, holidays as scheduled
  • Demonstrated Customer Service skills preferred
  • Strong organizational skills
  • Detail-oriented
  • Ability to function in a fast-paced and changing environment
  • Excellent communication skills with ability to be concise, clear and consistent

Physical Requirements:

Domestic Travel – Occasional

International Travel – Never

Performing sedentary work – Continuous

Performing multiple tasks – Continuous

Operating standard office equipment - Continuous

Responding quickly to sounds – Occasional

Sitting – Continuous

Standing – Frequent

Walking – Occasional

Moving safely in confined spaces – Occasional

Lifting/Carrying (under 25 lbs.) – Occasional

Lifting/Carrying (over 25 lbs.) – Never

Squatting – Occasional

Bending – Occasional

Kneeling – Never

Crawling – Never

Climbing – Never

Reaching overhead – Never

Reaching forward – Occasional

Pushing – Never

Pulling – Never

Twisting – Never

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

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