Financial Services Representative
6 days ago
A Financial Services Representative plays a key role in delivering exceptional customer experiences at our store locations. This role is accountable for accurately completing everyday banking transactions, providing advice and educational support on services, products, and tools to help customers achieve their financial goals.
About TD Bank
TD Bank is one of the world's leading global financial institutions, serving over 27 million households and businesses in Canada, the United States, and around the world. We are committed to providing legendary customer experiences and making a positive impact in the communities we serve.
Key Responsibilities
- Customer Service: Consistently provide legendary customer service while transacting, promoting, educating, and referring TD Products.
- Relationship Building: Establish and nurture customer relationships by consistently displaying product knowledge.
- Transaction Processing: Accurately complete everyday banking transactions either on the teller line or on the platform while uncovering customer financial needs.
- Sales and Referrals: Drive referrals to Store colleagues and partners to support the broader more complex financial needs of customers.
To succeed in this role, you will need:
- Education: High school diploma or GED.
- Experience: 1 year experience working with customers in any capacity.
- Certifications/Licenses: Notary License preferred.
- Skills: Excellent communication skills, demonstrated Customer Service skills, strong organization skills to handle multiple tasks in a fast-paced environment.
We offer a competitive Total Rewards package, including a salary range of $23.25 - $30.00 USD per hour, based on location and experience. Our benefits include comprehensive health insurance, retirement savings plan, paid time off, and opportunities for professional development and growth.
What We Offer
- Total Rewards Package: Competitive salary, comprehensive health insurance, retirement savings plan, paid time off, and opportunities for professional development and growth.
- Work-Life Balance: Flexible scheduling and generous paid time off to ensure a healthy work-life balance.
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