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Customer Experience Representative

2 months ago

Peabody, Massachusetts, United States TD Bank Group Full time

About the Role:

The Customer Experience Representative provides exceptional service to customers in a retail banking setting, while selling and cross-selling TD Bank products and services. The ideal candidate will have a strong focus on customer satisfaction, be able to work in a fast-paced environment, and possess excellent communication and problem-solving skills.

Key Responsibilities:

  • Provide legendary customer service in both teller transactions and platform customer service
  • Sell and cross-sell TD Bank products and services to new and existing customers
  • Recommend appropriate products and services related to spending and saving
  • Complete teller transactions, service customers with non-complex platform needs, and open new deposit accounts
  • Meet individual performance metrics and make sound decisions and timely problem resolution
  • Provide exceptional customer service by meeting all customer demands as they relate to both teller and some platform activities
  • Drive referrals to store colleagues and partners to support the broader financial needs of customers

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)