About Us
Position Information
  • Company:
    TD Bank
  • Location:
    Methuen, MA
  • Job Status/Type:
    Full Time
    Employee
  • Job Category:
    Sales/Retail/Business Development
  • Industry:
    Banking
  • Occupations:
    Financial Products Sales/Brokerage
  • Career Level:
    Experienced (Non-Manager)
  • Work Experience:
    2+ to 5 Years
  • Education:
    High School or equivalent
Contact Information
  • Company:
    TD Bank
  • Reference Code:
    214273

FSR I - Methuen Haverhill Street, FT

Description

Replacement for Amanada Hardy

Job Summary:
Acts in a dual role as Customer Sales Representative CSR and Financial Services Representative FSR as follows:

CSR:
Sells and cross-sells wide range of retail banking products and services to new and existing customers, including deposit products and services and opening new accounts originating loan applications including mortgage, home equity, automobile, personal consumer and others and processing changes to existing accounts, resolving customer issues and other related activities. Develops and maintains knowledge of available Company products and services to offer customers maintains sales, negotiation and closing skills. May lead activities of unit, assigning, prioritizing and monitoring work.

FSR:
Sells and cross-sells investment and insurance products and services to new and existing customers, including assessing customer financial needs, investment time frame and risk tolerance and suggesting appropriate investment and insurance solutions such as mutual funds, fixed annuities, life insurance, individual retirement accounts, educational savings accounts and other products within the capacity of life and health insurance and Series 6 and 63 licenses.

Requirements:
*High School Diploma or the equivalent combination of education and work experience required.
*3-5 years branch banking experience preferred.
*Knowledge of retail banking products and services
*Sales ability
*Excellent communication skills
*Teller experience helpful
*Developing knowledge of retail investment industry
*Relationship building

Job Grade: 5

EOE. Drug Testing and Background Check Required


TD Bank is an Equal Opportunity Employer. Drug Test and Background Screening is Required.

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