FSR I/Pequannock

TD Bank Group Pompton Plains , NJ 07444

Posted 3 weeks ago

Job Requirements

  • 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.

  • Works with Store Manager to ensure appropriate study time for licensing exams is allotted while Store coverage is maintained.

  • Acts as a Wealth referral champion for the store.

  • 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 sound advice at every Customer interaction to create a positive Customer Experience and ensures 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.

  • Must be eligible for employment under regulatory standards applicable to the position.

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.

Qualifications

  • High School Diploma or equivalent experience.

  • 2-4 Years of related experience.

  • Certified as a Consumer Lender.

  • Sales skills with the ability to influence Customers.

  • Excellent Customer Service skills.

  • Excellent written and verbal communication skills.

  • Previous Financial Serves or sales experience helpful.

  • Demonstrated effective problem solving skills.

  • Demonstrates ability to schedule and prioritize work.

  • Demonstrated ability to work independently and within deadlines.

  • Ability to train less experienced team members.

  • Strong PC skills.

  • Complete Core Training Requirements.

  • Successful Certification as a Consumer Lender (CCL).

  • Must have current Notary License.

  • Ability to provide community services, including, but not limited to, WOW! Zone training classes.

  • Completes online regulatory training requirements.

Employment Type

Regular


icon no score

See how you match
to the job

Find your dream job anywhere
with the LiveCareer app.
Mobile App Icon
Download the
LiveCareer app and find
your dream job anywhere
App Store Icon Google Play Icon
lc_ad

Boost your job search productivity with our
free Chrome Extension!

lc_apply_tool GET EXTENSION

Similar Jobs

Want to see jobs matched to your resume? Upload One Now! Remove
School Psychologist Pequannock Township High School

Pequannock Township Public Schools

Posted 3 months ago

VIEW JOBS 2/1/2019 12:00:00 AM 2019-05-02T00:00 SCHOOL PSYCHOLOGIST- PEQUANNOCK TOWNSHIP HIGH SCHOOL Qualifications: New Jersey School Psychologist 1. Minimum experience as determined by the board 2. Knowledge of laws and regulations governing special education; and demonstrated ability to effectively assess children's learning characteristics, design appropriate instructional strategies and plan educational programs, 3. Strong interpersonal and communication skills 4. Required criminal history background check and proof of U.S. citizenship or legal resident alien status School Based Experience Preferred Performance Responsibilities: 1. Participates in the evaluation, classification and placement of all pupils with special needs. 2. Perform a psychological examination, including an observation and assessment of the intellectual, social, adaptive, and emotional development of each pupil referred to the child study team for evaluation and interprets the findings in written reports and informal conferences. 3. Assists in the development and coordination of an appropriate individualized education plan for each pupil requiring special education and/or related services. 4. Consults with classroom teachers, administrators and parents regarding special instructional methods and/or materials necessary to meet the specific needs of individual pupils. 5. Keeps up-to-date in the field of learning disabilities and with current regulations governing the education of pupils with disabilities. 6. Participates in the development and delivery of in-service programs and parent seminars related to learning disabilities and effective teaching methods. 7. Serves as a case manager as assigned and maintains appropriate case records. 8. Maintains professional competence through in-service education and other professional growth activities. 9. Performs all duties required as a member of the child study team by administrative code, state and federal laws and board policy. 10. Performs all duties required by administrative code, state and federal laws, and board policy. Position Available: September, 2019 Pequannock Township Public Schools Pompton Plains NJ

FSR I/Pequannock

TD Bank Group