Financial Services Representative I
Company Name:
TD Bank
About TD Bank, America's Most Convenient Bank
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth , and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at .
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol TD. To learn more, visit .
Job Description
The Financial Services Representative (FSR) acts as an Insurance licensed employee, providing Customers with additional products & services and acting as wealth referral champion within the Store. FSRs are required to maintain active registration with State Life & Health Insurance licensing. FSRs act in a dual role as FSR and Customer Service Representative and are the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing Customers. Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry.
Job Requirements
Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain
Sells and cross-sells insurance products to new and existing Customers
Meets with customers and prospects and develops understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales
Maintains strong product and sales knowledge and champions core service values. Provides guidance and training to less experienced staff
Provides sound advice at every Customer interaction to create a positive Customer experience and ensure that the Customer's financial needs are met
Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction
Responsible for meeting or exceeding specific individual sales goals
Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain
Cultivates strong relationships with back office service partners to ensure delivery of high quality customer service, on-going communication needs and operational consistency
Develops plan to achieve sales goals with assistance from management
Provides referral and product training to non-licensed branch employees and others as needed
Qualifications
High School Diploma or equivalent experience
1-2 Years of related experience
Knowledge of retail banking products and services
Sales ability
Excellent communication skills
Customer Services Representative experience helpful
Developing knowledge of retail investment industry
Relationship building skills
Self-directed, with developing ability to plan own activities to achieve sales goals
Good time management skills
PC skills
Life and Health Insurance required within 3 months of employment. Eligible to take licensing maximum of 3 times
A satisfactory criminal background check, a credit report, and a review of information from the National Mortgage Licensing System and Registry (NMLSR) regarding any administrative, civil, or criminal findings by any government agency are required by federal law for this position (Regulation Z, 12 CFR Part 1026)
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 her/his potential.
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at . Please include your full name, contact information and details about your request within the e-mail.
EOE/Minorities/Females/Veterans/Individuals with Disabilities.
Financial Services Representative I
Burlington-Vermont
70465br Estimated Salary: $20 to $28 per hour based on qualifications.
TD Bank
About TD Bank, America's Most Convenient Bank
TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth , and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at .
TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol TD. To learn more, visit .
Job Description
The Financial Services Representative (FSR) acts as an Insurance licensed employee, providing Customers with additional products & services and acting as wealth referral champion within the Store. FSRs are required to maintain active registration with State Life & Health Insurance licensing. FSRs act in a dual role as FSR and Customer Service Representative and are the primary contact and resource for large/complex credit needs within the store, consistently providing exemplary Customer Service through selling and cross-selling a wide range of banking products, investment and insurance products and services to new and existing Customers. Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry.
Job Requirements
Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain
Sells and cross-sells insurance products to new and existing Customers
Meets with customers and prospects and develops understanding of other financial objectives and needs. Assesses customer information and suggests appropriate product and service solutions. Sells customers on value and benefits of suggested alternatives and closes sales
Maintains strong product and sales knowledge and champions core service values. Provides guidance and training to less experienced staff
Provides sound advice at every Customer interaction to create a positive Customer experience and ensure that the Customer's financial needs are met
Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction
Responsible for meeting or exceeding specific individual sales goals
Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain
Cultivates strong relationships with back office service partners to ensure delivery of high quality customer service, on-going communication needs and operational consistency
Develops plan to achieve sales goals with assistance from management
Provides referral and product training to non-licensed branch employees and others as needed
Qualifications
High School Diploma or equivalent experience
1-2 Years of related experience
Knowledge of retail banking products and services
Sales ability
Excellent communication skills
Customer Services Representative experience helpful
Developing knowledge of retail investment industry
Relationship building skills
Self-directed, with developing ability to plan own activities to achieve sales goals
Good time management skills
PC skills
Life and Health Insurance required within 3 months of employment. Eligible to take licensing maximum of 3 times
A satisfactory criminal background check, a credit report, and a review of information from the National Mortgage Licensing System and Registry (NMLSR) regarding any administrative, civil, or criminal findings by any government agency are required by federal law for this position (Regulation Z, 12 CFR Part 1026)
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 her/his potential.
If you have a disability that requires an accommodation to complete the application process, please e-mail TD Bank's HR Compliance Department at . Please include your full name, contact information and details about your request within the e-mail.
EOE/Minorities/Females/Veterans/Individuals with Disabilities.
Financial Services Representative I
Burlington-Vermont
70465br Estimated Salary: $20 to $28 per hour based on qualifications.
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