TD Bank Financial Service Representative I in Alton, Connecticut

Financial Service Representative I


Auto req ID 115BR

Job Title Financial Service Representative I

Job Status Full Time

Job Category Sales

Location Alton

TD 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


Job Description:

The Financial Service 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.Takes residential mortgage loan applications AND offers or negotiates terms of residential mortgage loans for compensation or gain. Employee must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).

Job Requirements:

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


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

Skills Category Sales -


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.

Equal Opportunity Employer

Job Ref: 115BR