Job Specifications

Location

Morganton, North Carolina

Published

16 days ago

Store Customer Experience Coordinator (20) Morganton


The Store Customer Experience Coordinator provides legendary customer service in both Teller transactions and Platform Customer Service, while selling/cross-selling and referring TD Products to new and existing customers. The Store CEC recommends appropriate products and services related to spending and saving. The Store CEC completes teller transactions, services customers with non-complex platform needs, and opens new deposit accounts.

  • 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
  • Provides exceptional Customer Service by meeting all Customer demands as they relate to both teller and some platform activities
  • Generally resolves problems independently, escalating more difficult issues to management
  • Focuses on servicing the customer, on both the teller line and platform, with the added responsibility of simple product sales; Activities include but are not limited to: Teller transactions, Open/Close Personal Deposit Accounts, Debit Card/Credit Card Issues, Regulation E, Mobile and On-Line banking
  • Drives referrals to store colleagues and partners to support the broader more complex financial needs of customers
  • May train and act as a mentor to new Tellers

Requirements
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  • 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)