Financial Services Representative I
3 months ago
Description
: The Financial Service Representative (FSR) I is an Insurance licensed employee, providing Customers with additional products and services and acting as wealth referral champion for the Store. The Financial Services Representative (FSR) I is required to obtain and maintain active Life license in the state in which they reside.
The Financial Service Representative (FSR) I is the Sales Leader in their Store and is the primary contact and resource for a multitude of products and services, with primary focus on basic investment needs of Customers.
FSRs need to provide consistent, exemplary Customer Service by providing expert Advice concerning a wide range of investment products, banking products and services to new and existing Customers.
FSRs need to show exceptional relationship building skills as well as have an aptitude for identifying needs and presenting appropriate solutions for those needs. Good verbal and communication skills needed. Success in this position is an excellent career path within the TD Bank structure.
The Financial Service Representative (FSR) I is an Insurance licensed employee, providing Customers with additional products and services and acting as wealth referral champion for the Store. The Financial Services Representative (FSR) I is required to obtain and maintain active Life license in the state in which they reside.
The Financial Service Representative (FSR) I is the Sales Leader in their Store and is the primary contact and resource for a multitude of products and services, with primary focus on basic investment needs of Customers.
FSRs need to provide consistent, exemplary Customer Service by providing expert Advice concerning a wide range of investment products, banking products and services to new and existing Customers.
FSRs need to show exceptional relationship building skills as well as have an aptitude for identifying needs and presenting appropriate solutions for those needs. Good verbal and communication skills needed. Success in this position is an excellent career path within the TD Bank structure.
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you’ve got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we’re here to support you towards your goals. As an organization, we keep growing – and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition.
Additional Information:
We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process
We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.
-
Member Service Representative
4 weeks ago
Reston, United States latitude Full timeThe Branch Member Service Representative provides a valuable link between members and the credit union. The incumbent professionally represents the credit union to members and delivers high level service through identifying relationship opportunities; matching appropriate products and services to meet member needs; and migrating members to alternative...
-
Financial Advisor I
3 weeks ago
Reston, United States Navy Federal Full timeTo provide basic financial consulting services to assist members and non-members with identifying their financial goals and objectives. Acts as a catalyst for the promotion and growth of NFFG products and services. Recommends appropriate mixture(s) of insurance/investment products and services to achieve the financial client's goals as a registered...
-
Member Service Representative
4 weeks ago
Reston, United States latitude Full timeJob Title: Member Service Representative Job Summary: As a Member Service Representative (MSR), you will be responsible for providing exceptional service to credit union members. You will assist members with a variety of financial transactions, inquiries, and account maintenance tasks. The ideal candidate will have excellent communication skills, a strong...
-
Financial Strategy Consultant
3 days ago
Reston, Virginia, United States Financial Growth Partners Full timeJob OverviewAre you looking for a fulfilling career that offers you the flexibility of time, financial rewards, meaningful connections, and a sense of purpose?As a Business Development Associate at Financial Growth Partners, you will have the opportunity to assist individuals, families, and organizations in realizing their financial aspirations while also...
-
Customer Service Representative/Teller
14 hours ago
Reston, United States FVCB Full timeFVCbankCustomer Service Representative/TellerJob DescriptionTitle Customer Service Representative/Teller Department Branch Reports to Branch Manager Job summary The primary role of the Customer Service Representative (CSR)/Teller is responsible for the delivery of bank products and services to consumers and small businesses. Position is responsible for...
-
Customer Service Representative/Teller
3 months ago
Reston, United States FVCBANK Full timeJob DescriptionJob Description FVCbank Customer Service Representative/Teller Job Description Title Customer Service Representative/TellerDepartment Branch Reports to Branch Manager Job summary The primary role of the Customer Service Representative (CSR)/Teller is responsible for the delivery of bank products and services to consumers and small...
-
Project Financial Analyst I
2 days ago
Reston, Virginia, United States ARS Aleut Construction Full timeABOUT ARS ALEUT CONSTRUCTIONARS Aleut Construction is a dedicated enterprise focused on delivering exceptional services to various sectors, emphasizing community engagement and support. Our organizational culture fosters growth, diversity, and inclusion, reflecting our commitment to unity and purpose.ESSENTIAL JOB FUNCTIONSThe role involves overseeing...
-
Bilingual Customer Service Representative
3 months ago
Reston, United States Leidos Full timeDescription Leidos is a Fortune 500 company aimed at embracing and solving some of the world's most pressing challenges. Through science and technology, Leidos makes the world safer, healthier and more efficient. Our Civil Group offers an array of exciting career opportunities for the best IT, energy, logistics and engineering professionals. POSITION...
-
Financial Analyst
1 month ago
Reston, United States TALENT Software Services Full timeAre you an experienced Financial Analyst with a desire to excel? If so, then Talent Software Services may have the job for you! Seeking an experienced Financial Analyst to work in Jacksonville, FL, or Hopewell, NJ.Primary Responsibilities/Accountabilities:Processes routine/standard transactions according to established procedures and prescribed...
-
Auto Customer Service Representative
1 month ago
Reston, United States Ebrandon Full time* Auto Customer Service Representative ** Auto Customer Service Representative** * $0.00 * Reston **No insurance experience, no problem!** We offer paid employment and paid education for our employees working toward a license to sell insurance and further their education. The insurance industry offers stable employment with opportunity for advancement and...
-
Licensed Financial Planning Associate
1 week ago
Reston, United States Clark & Associates, Inc. Financial Solutions Full timeAre you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well...
-
Licensed Financial Planning Associate
2 weeks ago
Reston, United States Clark & Associates, Inc. Financial Solutions Full timeAre you an A player looking to expand your career and be a part of a successful team? Are you driven, self-motivated and customer focused? If you enjoy working closely with clients, developing long-term relationships, constantly challenging yourself, and providing superior customer service and expertise, then we would like to talk to you! Our well...
-
Member Service Representative
4 weeks ago
Reston, United States latitude Full timePosition Overview: We are seeking a friendly and knowledgeable Member Service Representative to join our team. The ideal candidate will have experience in the credit union/banking industry and a passion for delivering outstanding customer service. The Member Service Representative will be responsible for assisting members with their financial transactions,...
-
Member Service Representative
4 weeks ago
Reston, United States latitude Full timePosition Overview: We are seeking a friendly and knowledgeable Member Service Representative to join our team. The ideal candidate will have experience in the credit union/banking industry and a passion for delivering outstanding customer service. The Member Service Representative will be responsible for assisting members with their financial transactions,...
-
Lead Financial Reporting Accountant
2 days ago
Reston, Virginia, United States Catapult Federal Services Full timeKEY RESPONSIBILITIES• Generate supporting documentation for designated sections of the annual and quarterly financial reports, including primary preparation duties for essential financial statements, footnotes, and Management's Discussion and Analysis (MD&A) disclosures.• Leverage the Financial Reporting System (FRS) and relevant platforms to collect...
-
Workday Financials Principal Consultant
2 weeks ago
Reston, United States Collaborative Solutions Full timeCognizant is seeking a Workday Financials Principal Consultant with Financial Management systems experience and expertise in the areas of General Ledger, Billing, Receivables, Procurement, Payables, Expenses, Asset Management and/or Projects. As a Principal Consultant, you will guide clients through the transformation, implementation and operation phases of...
-
Financial Analyst
1 month ago
Reston, United States Vosper Thornycroft Group Full timeOverview VTG is seeking a senior financial analyst to support an exciting customer mission in Chantilly, VA. The successful candidate will work on-site with a team of 4 other financial analysts supporting senior level customers with strategic financial planning, business process improvement, spend plan management, budgeting, financial reporting, and other...
-
Senior Financial Reporting Accountant
2 months ago
Reston, United States Catapult Federal Services Full timePRINCIPAL RESPONSIBILITIES• Prepare supporting documentation for assigned sections of the annual and quarterly CFRs, including primary preparation responsibilities of core financial statements, footnotes, and MD&A disclosures• Utilize the Financial Reporting System (FRS) and the website to gather information for disclosure in the annual and quarterly...
-
IT Service Desk Analyst I
2 months ago
Reston, United States Evolver Federal Full timeJob DescriptionJob DescriptionEvolver Federal is looking for an IT Service Desk Analyst I to join our team in support of our NIH customer located in Bethesda, MD.ResponsibilitiesServe as the initial point of contact between the user and our IT service delivery department.Work within the ServiceNow ticketing system to create detailed work logs and technical...
-
Financial Specialist Iv
3 weeks ago
Reston, Virginia, United States Fairfax County Government Full timeJob AnnouncementUse your financial management and leadership skills to help Fairfax County residents live their success stories and thrive. We are looking for an experienced financial analyst and creative problem-solver to supervise a diverse team of professionals. Are you both detail-oriented and innovative? Learn more about our DFS culture and...
