Finanical Service Rep- 1- Tewksbury
TD Bank

Job Order #: 18158266

Tewksbury, MA 01876

Full Time

40 hours per week

POSTED 12/12/2022

EXPIRES 3/12/2023

Job Description

Finanical Service Rep- 1-TEWKSBURY, MA (995 MAIN STREET) 01876

About TD Bank, America's Most Convenient Bank®
TD Bank is headquartered in Cherry Hill, N.J. $22.00 - $23.75 hourly hourly

We offer a competitive salary and benefit program, including comprehensive, affordable health care
through medical, dental, and vision coverage; financial security with life and disability insurance;
opportunities to save using health savings and flexible spending accounts; retirement benefits to help
prepare for the future; paid time off and work/life benefits to maintain a good balance.
Job 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
- 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\
- Proactively reaches out to Customers to deepen relationships through needs-based
- Prepares for Life Licensing exams through proactive engagement in the education

Email resume to
process and successful achievement of licensing requirements within the first 90 days
- 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
- HS Diploma or GED required; 2-year degree preferred
- 1+ years of related experience required
- Life Insurance required within 90 days of employment
- Sales skills with the ability to influence Customers
- Excellent Customer Service and relationship building skills
- Excellent written and verbal communication skills
- Previous Financial Services or sales experience helpful
- Developing knowledge of retail investment industry
- 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
- Strong PC skills
- Notary License (Preferred)

40 hours including Saturdays & Sundays
Monday 8:30 AM - 5:00 PM
Tuesday 8:30 AM - 5:00 PM
Wednesday 8:30 AM - 5:00 PM
Thursday 8:30 AM - 6:00 PM
Friday 8:30 AM - 6:00 PM
Saturday 9:00 AM - 1:00 PM
Sunday 11:00 AM - 1:00 PM

Email resume to

How To Apply

Email resume to


995 Main Street
Tewksbury, MA 01876

Get Directions



8:30 AM - 6:00 PM

Per Diem Position

Not Specified

Union Position





$22.00 - $23.75 per hour


  • Benefits Unknown

Benefit Details


MassHire Lowell Career Center


Not Specified


Not Specified


Not Specified


107 Merrimack Street
Lowell, MA 01852