TD Financial Service Representative Reviews | Glassdoor

TD Financial Services Representative Reviews

Updated Dec 30, 2019

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3.7
61%
Recommend to a Friend
65%
Approve of CEO
TD President and CEO Greg Braca
Greg Braca
7 Ratings
  1. "Honest Review"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Representative in Manchester, NH
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at TD full-time for less than a year

    Pros

    Fantastic work environment. FSR program specifically sets you up for success at TD.

    Cons

    401k match begins in year 2.

    Advice to Management

    Use the amazing people you hire. Having more programs like the FSR program for your employees could be beneficial to retaining talent.

    TD2018-12-14
  2. "Good position for springboarding into retail banking management."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Representative in New York, NY
    Recommends
    Positive Outlook
    No opinion of CEO

    I have been working at TD full-time for more than 5 years

    Pros

    Good benefits; good work-life balance; learn a lot. If you have a good store manager, your work life is good. If you get a bad manager, you can jump to another location after 6 months in the position. Top management espouses good social values. You are always expected to act in customer's best interest.

    Cons

    Salary is limited; relatively high pressure job. Much success depends on your location and management. Bank technology is outdated. While rare, you can be subject to abuse from customers.

    Advice to Management

    Myself and a co-worker were victims of abuse by customers (2 different customers at different stores). But because of customers' wealth, our incident reports were not acted upon. Both of these customers should have been de-marketed.

    TD2019-12-01
  3. "ok it depends on the branch you work at"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Services Representative in New York, NY
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I worked at TD full-time for more than 3 years

    Pros

    none really you would be better at a different bank

    Cons

    long hours you have to be there at 7:45am some branches close at 8 and Sunday

    Advice to Management

    relax let your team work stay off there bank

    TD2019-10-22
  4. "Friendly environment. No growth potential"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Representative in Manchester, CT
    Doesn't Recommend
    Positive Outlook
    Disapproves of CEO

    I have been working at TD full-time for more than a year

    Pros

    As long as you show up and show mid-level care, they will love you.

    Cons

    No room for career growth in the stores.

    Advice to Management

    Disconnect between proper procedures in different cstomer situations.

    TD2019-10-08
  5. Helpful (2)

    "FSR Ii"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Senior Financial Services Representative in Boston, MA
    Doesn't Recommend
    Negative Outlook
    No opinion of CEO

    I worked at TD full-time for more than 3 years

    Pros

    The only good thing about working for TD is the benefits. However all banks provide the same benefits package.

    Cons

    I worked for TD for 4 years. The company is not what it used to be. Sales goals increased tremendously and the employees are under a lot of stress and pressure to reach their goals. Management is very poor. Senior management is in a different world and does not care about what is happening on the floor. Salaries are a joke and payouts are almost nothing and it’s hard to move up unless you kiss your big bosses hands. No work/life balance and schedules are not set plus hours feel like a retail store not a bank. So glad I don’t work there anymore and do not recommend it to anyone!

    Show More

    Advice to Management

    Lack of training and don’t make their employees happy because they are also under the pressure from not attaining their stores huge sales goals

    TD2019-07-29
  6. "Great Culture, Messy Operational Execution"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Representative in Tampa, FL
    Recommends
    Positive Outlook

    I have been working at TD full-time for more than a year

    Pros

    Culture, Benefits, Inclusion, Family Atmosphere, PTO

    Cons

    Management is sloppy, staffing issues, little to no response to day to day issues, open 7 days a week, scheduling sporadic. Tough to focus on FSR job with time allotted.

    TD2019-06-21
  7. "Great Company Decent benefits Average Pay"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Current Employee - Financial Services Representative in Warwick, RI
    Recommends
    Positive Outlook
    Approves of CEO

    I have been working at TD full-time for more than 5 years

    Pros

    Culture is great within Retail stores

    Cons

    Very sloppy company Lacks Technology

    Advice to Management

    Get on the good side of management

    TD2019-04-20
  8. Helpful (1)

    "Senior Financial Services Representative (FSR II) - Heavy on sales and meeting numbers, work-life ba"

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Senior Financial Services Representative in Moorestown, NJ

    I worked at TD for more than 3 years

    Pros

    The FSR position is a great role to get your foot in the door as a much more distinguished individual in branch and in banking & insurance and sales in general. You’re essentially the top banker (aside from the bank management team) in the bank providing fixed investments to prospective clientele. If you’re really good , you can really be distinguished amongst your peers and likened amongst the senior management team and it can immediately help propel you to where you want to be in your career at TD if you’re a top performer. Meeting senior leadership with luncheons, gifts, regional highlight of your success, exclusive awards and recognition from top leaders and even all expenses paid trips if you’re the top of the top.

    Show More

    Cons

    A LOT of turnover due to overly pressured in sales and trying to meet goals. As an FSR you’re expected to hit 4 investment unit sales a month and meet your banking sales goal for consumer and business banking and then you are also looked upon as a “leader” to lead by example or sometimes having to be a member of the management team and having to reprimand your staff. One month you could be the top sales person in your regional territory or even the company, but next month you don’t hit the numbers you’re getting pressure from the management team or even the Regional Market Managers themselves.

    Show More

    Advice to Management

    Less pressure on sales and less focus on numbers. More focus on building the FSR and providing more support and resources for the FSR to be successful as opposed to demanding for numbers to be hit, build on enhancing proper sales behaviors and molding each FSR to be an advisor as opposed to just a sales person

    TD2019-01-19
  9. "FSR II - Great company, for branch staff its still retail banking."

    StarStarStarStarStar
    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Compensation and Benefits
    • Senior Management
    Former Employee - Financial Services Representative in Philadelphia, PA
    Recommends
    Positive Outlook
    No opinion of CEO

    I worked at TD full-time for more than 3 years

    Pros

    base salaries we're okay decent PTO to start comfortable working environment

    Cons

    incentive plans (especially for those with aggressive targets) is weak

    Advice to Management

    Rather than evaluate employees solely on their sales numbers, find out if their skills are better suited in other places in the organization. Help lower employees become more qualified for the positions that are presumed to be the next step on their paths.

    TD2018-06-17
Found 258 reviews