Customer Service Representative
1 week ago
About the Role:
The Teller I is a key position in our TD Store locations, where you will play a vital role in delivering exceptional customer experiences. You will process everyday banking transactions with accuracy and efficiency, while also educating customers on our products and services or referring them to a partner for specialized solutions.
Key Responsibilities:
- Execute TD's Brand promise to customers by consistently delivering legendary customer experiences in the Store
- Perform customer transactions, including deposits, withdrawals, loan, and safe deposit box payments with a high level of accuracy
- Process cash transactions, such as cashing checks, verifying currency, balancing cash drawer, and night deposits
- 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 them appropriately
- Understand customer preferences for banking (how and when they want) and educate them on self-service/digital options that meet their needs
- Act as an advocate for the customer by conducting needs-based conversations, offering financial and digital solutions, and/or referring them to a partner to provide solutions
- Make sound decisions and provide timely problem resolution, escalating more difficult issues to management
- Ensure compliance when completing operational activities in accordance with company guidelines and regulations, such as the Bank Secrecy Act and Patriot Act, to minimize risk and protect the customer
- Verify customers' identities by following customer authentication policies and procedures
- Balance cash drawers, Automated Teller machines (ATMs), and Teller Cash Dispensers (TCDs)/Teller Cash Recyclers (TCRs) as necessary
- Adhere 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
- Understand the importance of and follow dual control
- Follow all security and audit measures to minimize potential loss
- Utilize bank tools and processes to detect, address, and prevent fraud
- Expected to complete all required in-classroom training and online training by established due dates
Requirements:
- High school diploma or GED
- 6 months of work-related experience preferred or equivalent demonstrated through volunteering, education, military experience
- Ability to work during operating hours, including weekends, evenings, and 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 the ability to be concise, clear, and consistent
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