Job Description: The Customer Service Representative II – Financial Service Representative In-Training acts as a Customer Service Representative (CSR) within the store while actively preparing for the licensing required for the Financial Service Representative (FSR) role within the store (life & health licenses). The FSR in Training acts as a 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, and services to new and existing Customers. FSR’s in Training are expected to complete required licensing within 90 days (FT) or 120 days (PT) in this role and move into the Financial Service Representative Role. Job Responsibilities: 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. Responsible for meeting or exceeding specific individual sales goals. Acts as a Wealth referral champion for the store. Contributes to the ongoing improvement of the Customer Experience by leading, coaching and modeling quality service at every Customer interaction. Prepares for Life and Health Licensing exams through proactive engagement in the education process and successful achievement of licensing requirements within the specified time frame. Maintains strong product and sales knowledge and champions core service values. Must be eligible for employment under regulatory standards applicable to the position. Provides sound advice at every Customer interaction to create a positive Customer Experience and ensures that the Customer’s financial needs are met. Works with Store Manager to ensure appropriate study time for licensing exams is allotted while Store coverage is maintained. Qualification & Experience: Ability to train less experienced team members. Must have current Notary License. Previous Financial Serves or sales experience helpful. Demonstrated ability to work independently and within deadlines. Ability to provide community services, including, but not limited to, WOW! Zone training classes. High School Diploma or equivalent experience. Complete Core Training Requirements. Completes online regulatory training requirements. Excellent Customer Service skills. Demonstrates ability to schedule and prioritize work. 2-4 Years of related experience. Successful Certification as a Consumer Lender (CCL). Excellent written and verbal communication skills. Sales skills with the ability to influence Customers. Demonstrated effective problem solving skills. Strong PC skills. Certified as a Consumer Lender. Job Details: Company: TD Bank Vacancy Type: Full Time Job Location: Hartford, CT, US Application Deadline: N/A Apply Here vacancyoptions.com
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