Job Details

Position Information

Title  Financial Services Representative I
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.
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
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
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
Web site

Hiring Organization

Name  Td Bank
Description  TD is a great organization powered by great people who want to make a difference every day. Our over 85,000 employees world-wide
are a big part of what makes TD stand out from any other organization. Every day, we deliver legendary customer and client
experiences to our approximately 19 million customers. We’re an award-winning organization that reinvests constantly to ensure
future growth.

We’re recognized as an extraordinary place to work that embraces diversity, where everyone is respected and valued. TD is the sixth
largest bank in North America by branches, with many exciting and challenging career opportunities in our four key businesses:

Canadian Personal and Commercial Banking - including TD Canada Trust and TD Insurance
Wealth Management - including TD Waterhouse and an investment in TD Ameritrade
U.S. Personal and Commercial Banking - including TD Bank, America’s Most Convenient Bank
Wholesale Banking - including TD Securities
Industry  Finance / Banking - Commercial, Consumer, Retail Banking
Web site 

Hiring Contact Information

Name  Ms. Peggy Noel
Title  HR Recruiter
Department  Human Resources
Alumni?  No

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