Job Specifications

Location

New York City, New York

Published

a month ago

Career Level

Entry Level

Customer Service Representative II (207th & Broadway)


The Customer Service Representative II 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
  • Trains less experienced team members
  • Participates in opening and closing Store procedures
  • Opens accounts and related services with the ability to handle more complex transactions

Requirements
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  • HS Diploma or GED required, 2-year degree preferred
  • 1+ years of 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
  • Proficient in Microsoft Office
  • Notary License (Preferred)
  • Ability to provide community services, including, but not limited to, Financial Education classes