The Customer Service Representative performs customer transactions, providing legendary service & advice to create legendary customer experiences. This role is required to understand customer needs and identify opportunities to promote TDCT products and services to the customers, referring them to appropriate team members or internal Bank partners. The Customer Service Representative reports to either the Manager Customer Service or Manager Customer Service and Sales;
Create a legendary customer experience at every interaction and look for ways to contribute to the ongoing improvement of the overall branch customer experience;
Complete financial transactions such as deposits, withdrawals, bill payments and/or other account transactions for customers in an accurate and efficient manner;
Engage customers in conversation to understand and meet their current and future financial needs by proactively providing them with advice and appropriate products and services;
Contribute to the achievement of branch business objectives by meeting or exceeding individual sales & referral goals.