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Financial Service Representative
2 weeks ago
The role of a Teller at TD involves delivering exceptional customer service while processing financial transactions face-to-face. This includes routine to complex transactions.
- Provide legendary customer experiences by consistently executing appropriate behaviors.
- Engage in needs-based conversations and offer financial solutions to meet customers' needs.
- Makes quality referrals to relevant partners.
- Meet individual performance metrics.
- Make sound decisions and resolve problems in a timely manner.
- Independently resolve issues, escalating complex cases to management.
- Process transactions for customers, including account servicing, loan payments, safe deposit box payments, gift card sales, check cashing, currency verification, cash drawer balancing, and night deposits.
- Balance ATMs and Teller Cash Dispensers/Recyclers as needed.
- Adhere to safe deposit box procedures and guidelines.
- Service lobby and drive-thru customers.
- Accountable for cash drawers and vaults, maintaining appropriate cash limits and securing cash.
- Ensure confidential customer information is stored securely throughout the day.
- Understand and follow dual control principles.
- Comply with regulations, policies, and procedures, such as the Bank Secrecy Act and Patriot Act.
- Complete required training by established due dates.
- FOLLOW SECURITY AND AUDIT MEASURES TO MINIMIZE LOSS.
To excel in this role, you'll need:
- A high school diploma or equivalent.
- At least 6 months of related experience.
- Superior customer service skills.
- General math skills.
- Strong organizational skills.
- Attention to detail.
- The ability to function in a fast-paced environment.
- Excellent communication skills.