TD Bank Financial Services Representative Interview Questions

Updated Jun 28, 2015
37 Interview Reviews

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Financial Service Representative Interview

Anonymous Employee in Philadelphia, PA
No Offer
Negative Experience
Average Interview

Application

I applied online – interviewed at TD Bank (Philadelphia, PA) in December 2014.

Interview

I received a phone call from a TD Bank HR Recruiter. We discussed my background and work history. A skill review and personality test were done prior to the next interview. I was scheduled for an interview with the Branch Manager and Assistant Manager in person. All interviews went well and at this point very good follow up. A third interview was scheduled with two additional Managers at a Regional Branch. This interview also went well. All along the way thank you e-mails were sent. After the third interview I did not hear back from anyone. I emailed and called the HR and hiring Managers leaving a very positive message that I was looking forward to hearing back regarding my prospects for the position. To my amazement no one EVER got back to me after my third interview one way or the other. I would suggest to everyone reading this to stay away from this Bank for not only a job or career but also banking. There are certain business traditions that should still be followed and this Bank did not follow any reasonable etiquette regarding my candidacy.

Interview Questions

  • Walk me through your resume....
    Tell me about the sales process at XYZ Company you worked at
    Tell me about a time you had to work with a difficult customer
     
    Answer Question

Other Interview Reviews for TD Bank

  1. Helpful (3)  

    Financial Service Representative Interview

    Anonymous Employee in Blue Bell, PA
    No Offer
    Negative Experience
    Easy Interview

    Application

    I applied online – interviewed at TD Bank (Blue Bell, PA) in October 2014.

    Interview

    I applied for this position online and in a couple weeks received an email to set up a phone interview with the HR recruiter. The interview was a basic phone screen and afterwards she forwarded her notes to the Branch Manager and set me up to take the online assessment. I completed the assessment and met with the branch and assistant branch manager. I assume they liked me as I had to set up a phone interview with the regional finance manager. I thought all aspects of the interview went well and the questions were pretty simple. However, the process ended after my phone interview with the regional manager. I never heard back from anyone at TD Bank and they did not return my calls or answer my emails.

    Interview Questions

    • What are some ways you would be able to produce or sell to existing clients of TD Bank?   1 Answer
  2.  

    Financial Service Representative Interview

    Anonymous Employee
    Declined Offer
    Easy Interview

    Application

    I applied online – interviewed at TD Bank.

    Interview

    contacted by human resources and interview was then set with manager or district manager Easy process and usual questions general skills and strengths. There were no surprises and they spoke about their company - what they require from their employees responsbilites etc

    Interview Questions

    • no unexpected questions - just know your strengths and skills   Answer Question
  3. Helpful (6)  

    Financial Service Representative Interview

    Anonymous Interview Candidate
    Accepted Offer
    Positive Experience
    Difficult Interview

    Application

    I applied online. The process took 4+ weeksinterviewed at TD Bank.

    Interview

    Applied online to multiple CSR and FSR positions. Waited 3 weeks, from initial application, to hear from the HR rep. They asked me general questions about my interest in the position/company, what I knew about the job, and asked me salary requirements. I was then given a personality trait test online. After the results were submitted, I was contacted again by the recruiter and we scheduled an interview with the store manager within the next 2 days.
    The interview with the store manager included introducing myself to the store employees and a 1 on 1 interview with the manager. Questions revolved around prior work experiences and how my skills would transfer to the FSR position. The manager gave information about the expectations of the FSR and their role within the team. I was asked for my salary requirements and my availability.
    The next day I was contacted by the recruiter to schedule a phone interview with the FSMM, which would be the following day. The interview questions revolved around my experiences and what is expected of the FSR within the branch.
    After the call I was contacted again by the recruiter to schedule a phone interview with the regional manager. The interview included more challenging questions and questions about past work experiences. Was told by the regional manager that the team (recruiter, store manager, FSMM, and regional manager) would be making a decision over the next week and would let me know either way if I was going to move forward or not.
    After 5 days I received a call from the recruiter and was offered the job and began the on-boarding process.

    Overall the interview process was good. Everyone I met or had spoken to was very professional and friendly. The interview process will definitely weed out anybody who isn't serious about the job, or anyone who would not be a great fit for the position/company.
    The time between initial application to first contact is very spaced out. If you were applying to other jobs, you may have gotten interviews or job offers before TD had even made first contact. Also between the recruiter and all the members of management that you have to meet with, there is a lot of back and fourth communication. I would recommend keeping your phone on you at all times.

    Interview Questions

    • In your prior job in sales, where you worked independently to achieve your goals, and now transitioning into a team orientated environment; How will you adapt to the new environment to achieve your goals?   Answer Question

    Negotiation

    I didn't negotiate my salary or any benefits.

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  5. Helpful (1)  

    Financial Service Representative Interview

    Anonymous Employee in Lansdale, PA
    No Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took a weekinterviewed at TD Bank (Lansdale, PA) in June 2014.

    Interview

    Met with store manager and assistant store manager. They asked several standard questions but basically asked why I chose this company and this position. I felt I answered the questions well and left with a positive feeling.

    Interview Questions

  6. Helpful (2)  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Manchester, NH
    Accepted Offer
    Neutral Experience
    Difficult Interview

    Application

    I applied online. The process took 4+ weeksinterviewed at TD Bank (Manchester, NH).

    Interview

    You will meet with someone in HR, the store manager of the branch you are applying for and possibly the assistant store manager, and then the Financial Representative Regional Manager. They want a sales driven person, this job is all about sales.

    Interview Questions

    • Sell me something... Hard to do on the spot in an interview unless you have some experience.   Answer Question

    Negotiation

    Don't recommend this position unless you are willing to focus on sales.

  7. Helpful (1)  

    Financial Services Representative Interview

    Anonymous Employee in Plymouth Meeting, PA
    No Offer
    Negative Experience
    Average Interview

    Application

    I applied online. The process took a weekinterviewed at TD Bank (Plymouth Meeting, PA) in January 2014.

    Interview

    Received response from my on-line application with scheduled telephone interview. Tele interview was straight-forward. Subsequent in-person meeting set-up with a Todd Long at the corner of Walton & Township Line Rds. in Plymouth Meeting, PA Nice enough fellow, but really only asked me one question....which, I knew was a bad sign. I pushed ahead nonetheless with several pertinent questions, and Mr. Long was polite enough with the requisite "that is a good question".
    In short, I filled out a form that included my DOB, at the site. Since I am 50 I knew that it was age discrimination, and that they wouldn't hire me...and I never heard back from them.

    Interview Questions

  8. Helpful (1)  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Greenfield, MA
    Accepted Offer
    Positive Experience
    Easy Interview

    Application

    I applied online. The process took 3+ weeksinterviewed at TD Bank (Greenfield, MA).

    Interview

    Three interview process. First is a phone interview with a recruiter. Then you will have an interview with the FSMM and RMM. Then if that goes well you will have an interview with your store's manager and the RMM. If you get hired you will be called by the store manager and told.

    Interview Questions

    • Name one occasion where you had to rely on your employees to accomplish your goals and how did you reward them for helping.   Answer Question

    Negotiation

    No negotiations.

  9. Helpful (1)  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Nashua, NH
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied online. The process took 2 weeksinterviewed at TD Bank (Nashua, NH) in October 2012.

    Interview

    I got my first call from the local HR office the morning after submitting my resume. We scheduled the first in-person interview that week. It was a one-on-one with the HR manager for the region, essentially just low-level qualifying questions (i.e. making sure I knew exactly what the job was). About two hours after that interview the Branch Manager from the location in question gave me a call to set up the next in-person interview. It was a panel interview with the Manager, Asst. Manager, and Supervisor. However, the managers have a lot of leighway on this part of the process and it differs store to store. Next, I had a phone interview with the Financial Services Manager for the region, mainly covering job-specifics and making sure I was up to the challenge.

    Interview Questions

    • You're expected to be very comfortable speaking out in the open, so they had me actually go out into the lobby and greet customers and spark up basic conversations with them. This was an on-the-spot decision to do and not part of the standard interview process.   Answer Question

    Negotiation

    With no prior experience in the banking industry, I didn't have any wiggle room and didn't even attempt to negotiate. The offer was via phone from the HR rep that conducted the very first interview.

  10.  

    Financial Services Representative Interview

    Anonymous Interview Candidate in Shelton, CT
    Accepted Offer
    Positive Experience
    Average Interview

    Application

    I applied through an employee referral. The process took a weekinterviewed at TD Bank (Shelton, CT) in February 2011.

    Interview

    The interview starts with a phone call. You answer some basic questions and are then asked to have a face to face interview. The face to face interview consists of behavioral questions and situational questions. They also ask you about your resume and like to find out as much about you as possible.

    Interview Questions

    • Tell us about a time where you made a mistake. How did you respond? What was the outcome?   Answer Question

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