Financial Services Advisor

3 weeks ago


Stafford, Staffordshire, United Kingdom TD Bank Full time
Job Summary

We are seeking a highly skilled and experienced Retail Banker II to join our team at TD Bank. As a key member of our sales team, you will play a critical role in delivering exceptional customer experiences and driving business growth.

About the Role

The ideal candidate will possess excellent financial expertise, strong consultative skills, and a passion for building lasting relationships with customers. You will be responsible for identifying and presenting tailored banking solutions that meet the unique needs of our clients, ensuring they achieve their financial goals and optimize their relationship with TD.

You will serve as a subject matter expert, providing advice on all products, services, policies, and procedures related to personal and business banking. This includes making product recommendations, explaining complex information, and resolving issues efficiently.

To succeed in this role, you will require superior customer service skills, strong organization abilities, and excellent communication skills. Additionally, you must be proficient in Microsoft Office and have the ability to work independently and within deadlines.

Key Responsibilities
  • Deliver exceptional customer experiences through personalized banking solutions
  • Serve as a subject matter expert on products, services, policies, and procedures
  • Make informed product recommendations based on customer needs
  • Resolve customer issues efficiently and effectively
  • Collaborate with colleagues to achieve business objectives
Requirements
  • HS Diploma or GED required; 2-year degree preferred
  • 2+ years of related experience required
  • Teller experience preferred
  • Cross-trained to take customer transactions
  • Superior customer service skills
  • Strong organizational skills
  • Excellent communication skills
  • Proficient in Microsoft Office
Estimated Salary: $55,000 - $70,000 per year

  • Stafford, Staffordshire, United Kingdom TD Bank Full time

    Job TitleFinancial Services AdvisorCompany OverviewTD Bank is a leading financial institution dedicated to providing exceptional customer service and innovative banking solutions.Salary$55,000 - $70,000 per year, depending on experience.Job DescriptionWe are seeking a highly motivated Financial Services Advisor to join our team. As a Customer Liaison...


  • Stafford, Staffordshire, United Kingdom Caterpillar Financial Services Corporation Full time

    **About Us**Caterpillar Financial Services Corporation is a world-leading manufacturer of construction and mining equipment, off-highway diesel and natural gas engines, industrial gas turbines, and diesel-electric locomotives.We are looking for an experienced Senior Parts & Service Consultant (EAME) to lead Rebuild/Repair workshops with EAME Dealers to drive...


  • Stafford, Staffordshire, United Kingdom We Manage Jobs(WMJobs) Full time

    Job Title: Customer Service AdvisorWe Manage Jobs (WMJobs) is seeking an experienced Client Affairs Service Officer to play a key role within Adult Social Care and Safeguarding. This role will support vulnerable individuals who lack the mental capacity to manage their finances, acting as court-appointed Deputy or Department for Work and Pensions (DWP)...

  • UHNW Client Advisor

    3 weeks ago


    Stafford, Staffordshire, United Kingdom Harris Commercial Ltd Full time

    Harris Commercial Ltd is seeking a highly motivated and experienced UHNW Client Advisor to join their team in Stafford. As a client advisor, you will be responsible for delivering exceptional client service, building strong relationships with UHNW clients, and growing into leading these relationships independently.The ideal candidate will have excellent...


  • Stafford, Staffordshire, United Kingdom Honu Services Full time

    Job OverviewHonu Services is seeking a skilled Financial Planning Expert to join our team. As a key member of our Marine Corps Systems Command professional support services team, you will be responsible for providing knowledge, support, and sound guidance in financial management.About the RoleThis position involves managing the full Planning, Programming,...


  • Stafford, Staffordshire, United Kingdom Honu Services Full time

    Job Title: Mid-Level Financial AnalystAt Honu Services, we have a successful history in providing top-notch financial management services to our clients. We are currently seeking a highly skilled Mid-Level Financial Analyst to join our team.The ideal candidate will possess at least four years of experience in DoD financial analysis, preferably in a portfolio...


  • Stafford, Staffordshire, United Kingdom Honu Services Full time

    Job Description:As a Mid-Level Financial Analyst at Honu Services, you will play a critical role in supporting our clients' financial management needs. You will provide expertise in financial analysis, product development, and research, as well as maintain customer relationships and develop financial databases.Responsibilities:Provide financial management...


  • Stafford, Staffordshire, United Kingdom Carnell Support Services Ltd Full time

    RequirementsWe are seeking a highly skilled Quantity Surveyor to contribute to our dynamic team at Carnell Support Services Ltd.The successful candidate will have excellent analytical skills, strong attention to detail, and excellent communication skills. A degree in Quantity Surveying or a related field is required.Experience with construction management...


  • Stafford, Staffordshire, United Kingdom Robert Walters UK Full time

    Job DescriptionIn this challenging yet rewarding role as Commercial Finance Advisor, you will be responsible for providing financial guidance to support the achievement of business objectives.Reporting directly to senior management, your key focus areas will include managing a team of Finance Managers, overseeing financial operations, and driving improvement...


  • Stafford, Staffordshire, United Kingdom Honu Services Full time

    About Honu ServicesHonu Services is an equal opportunity employer committed to diversity and inclusion. We believe that our team's unique perspectives and experiences drive innovation and excellence. As a leading provider of professional support services, we offer a comprehensive benefits package, including a liberal vacation plan, a matching retirement...


  • Stafford, Staffordshire, United Kingdom Honu Services Full time

    Job OverviewRiveting opportunities await at Honu Services, a leader in delivering best-in-class teams, skilled professionals, and innovative solutions. Our commitment to operational availability drives success across physical and cyber security, financial management, logistics, and facilities management.We're expanding our Marine Corps Systems Command...


  • Stafford, Staffordshire, United Kingdom ACS Staffing Solutions Full time

    Senior Family Legal Advisor OpportunityWe are seeking an experienced senior family legal advisor to join our team at ACS Staffing Solutions. The ideal candidate will have a strong background in family law, including private children matters, divorce, and financial settlements.The successful candidate will also have excellent leadership skills, the ability to...


  • Stafford, Staffordshire, United Kingdom TD Bank Full time

    Job OverviewWe are seeking a skilled and experienced Financial Services Specialist to join our team at TD Bank. As a key member of our team, you will play a critical role in delivering exceptional customer experiences and driving business growth.About the Role:You will be responsible for providing expert advice and guidance to customers on banking solutions...


  • Stafford, Staffordshire, United Kingdom Briar Cliff University Full time

    Job Title: Student Financial Services ManagerEstimated Salary: $100,000 - $130,000 per year.About the Role:We are seeking an experienced Student Financial Services Manager to join our team at Briar Cliff University. As a key member of our administrative staff, you will be responsible for overseeing all activities within the Financial Aid Office, ensuring...


  • Stafford, Staffordshire, United Kingdom Carnell Support Services Ltd Full time

    About the RoleWe are searching for a skilled Financial Project Coordinator to join our team at Carnell Support Services Ltd.The ideal candidate will possess a degree in Quantity Surveying or a related field, as well as exceptional analytical skills, strong attention to detail, and excellent communication skills.This position involves overseeing all financial...


  • Stafford, Staffordshire, United Kingdom Honu Services Full time

    Job Summary:We are seeking a seasoned professional to fill the role of Mid-Level Financial Analyst. The ideal candidate will possess a strong background in financial analysis, excellent communication skills, and proficiency in various software applications.Key Responsibilities:Provide financial management support to our clients through analysis, product...


  • Stafford, Staffordshire, United Kingdom Kiota Recruitment Full time

    We are currently seeking a skilled Diesel Engine Service Advisor to join our team at Kiota Recruitment in Stafford. This role involves providing expert advice on diesel engine maintenance and repair, ensuring optimal equipment performance.Responsibilities:Perform regular inspections and maintenance tasks on diesel pumps and ancillary equipment.Diagnose...


  • Stafford, Staffordshire, United Kingdom Caterpillar Financial Services Corporation Full time

    Career Area: Engineering**Job Description:**We are looking for a talented Software Engineering Solutions Consultant to join our team at Caterpillar Financial Services Corporation. As a key member of our Integrated Components and Solutions team, you will be responsible for designing and developing innovative software solutions for our customers.The ideal...


  • Stafford, Staffordshire, United Kingdom Source Point Staffing Full time

    Company OverviewAs a leading financial institution, Navy Federal Credit Union is dedicated to providing exceptional service and products to its members. Our commitment to excellence has earned us a reputation as one of the most trusted and respected credit unions in the nation.Navy Federal's history dates back to 1933, when it was founded by a group of Navy...


  • Stafford, Staffordshire, United Kingdom Caterpillar Financial Services Corporation Full time

    Career Area: Engineering**Job Description:**We are seeking a skilled Embedded Systems Development Manager to join our team at Caterpillar Financial Services Corporation. As a leader within our Integrated Components and Solutions team, you will be responsible for managing the development of electro mechanical control systems, including collecting customer...