What are the responsibilities and job description for the CSR I - Quakertown position at TD Bank?
TD Description
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth®. TD Bank is headquartered in Cherry Hill, N.J.
We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security with life and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.
Job Description
The Customer Service Representative I delivers a legendary Customer Experience while providing solutions and referrals for TD products and services to new and existing Customers.
- 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
- Proactively reaches out to Customers to deepen relationships through needs-based conversations
- Performs a broad range of tasks of varying complexity and scope
- Participates in opening and closing Store procedures
- Opens accounts and related services
- Originates loan applications, prepares documents and conducts loan closings
Job Requirements
- High School diploma or GED
- 1 years of related experience required
- Superior Customer Service skills
- Teller experience (Preferred)
- Strong organizational skills to handle multiple tasks in a fast-paced environment
- Excellent communication skills with ability to be concise, clear and consistent
- 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)
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.
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