Job Specifications


Weymouth, Massachusetts


2 months ago

Career Level

Entry Level

Financial Service Representative II (US)

The Financial Service Representative (FSR) II is an Insurance licensed employee, providing Customers with additional products and services and acting as wealth referral champion for the Store. The Financial Service Representative (FSR) II is required to maintain active Life license in the state in which they reside. The Financial Service Representative (FSR) II is the Sales Leader in their Store and is the primary contact and resource for multitude of products and services, with primary focus on basic investment needs for Customers. FSRs need to provide consistent, exemplary Customer Service by providing 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.

  • HS Diploma or GED required, 2-year degree preferred
  • 2+ years of related experience required
  • Advanced knowledge of retail banking products and services
  • Sales skills with the ability to influence Customers
  • Excellent Customer Service and relationship building skills
  • Excellent written and verbal communication skills
  • Advanced knowledge of retail investment industry
  • Advanced knowledge of entire Wealth Suite of Products and partners
  • Demonstrated effective problem-solving skills
  • Demonstrated ability to schedule and prioritize work
  • Demonstrated ability to work independently and within deadlines
  • Ability to train less experienced team members
  • Completes online regulatory training requirements
  • Strong PC skills
  • Notary license (Preferred)
  • Ability to provide community services, including, but not limited to, Financial Education classes

    • Consistently executes appropriate behaviors to deliver a Legendary Customer experience in the Store
    • Conducts needs-based conversations and offers financial solutions to meet our Customers' needs
    • Makes quality referrals to appropriate partners
    • Responsible for meeting individual performance metrics
    • Responsible for making sound decisions and timely problem resolution
    • Partners with Store Leadership to achieve Store performance metrics
    • Proactively reaches out to Customers to deepen relationships through needs-based conversations
    • Meets with customers and prospects to develop 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
    • Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction