Financial Services Representative

2 weeks ago


Lethbridge, Alberta, Canada TD Bank Full time
Job Description

Job Summary:

We are seeking a highly skilled and motivated Financial Services Representative to join our team at TD Bank. As a Financial Services Representative, you will be responsible for providing exceptional customer service and financial guidance to our clients.

Key Responsibilities:

  • Customer Service: Provide personalized service to customers, responding to their inquiries and resolving any issues in a timely and professional manner.
  • Financial Guidance: Offer expert advice on financial products and services, helping customers make informed decisions about their financial well-being.
  • Product Knowledge: Stay up-to-date on TD Bank's products and services, including deposit accounts, loans, credit cards, and investment products.
  • Business Development: Identify opportunities to cross-sell and upsell TD Bank's products and services to customers.
  • Team Collaboration: Work closely with colleagues to achieve business objectives and provide exceptional customer service.

Requirements:

  • Education: High school diploma or equivalent required; post-secondary education in a related field an asset.
  • Experience: 1+ years of experience in a customer-facing role, preferably in the financial services industry.
  • Skills: Excellent communication and interpersonal skills; ability to work in a fast-paced environment; strong product knowledge and sales skills.

What We Offer:

  • Competitive Compensation: Salary and bonus structure designed to reward high performers.
  • Opportunities for Advancement: Career development opportunities to help you grow and succeed within the company.
  • Benefits Package: Comprehensive benefits package, including health and dental insurance, retirement savings plan, and paid time off.


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