Branch Sales Intern- State College, PA
TD Ameritrade - State College PA

Internship Category: Paid

Description
Description
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  • The Branch Sales Intern will work collaboratively with fellow colleagues in a TD Ameritrade branch to provide and ensure the highest level of service and positive experience for our clients. TD Ameritrade is looking for undergraduate students in several areas around the country who are pursuing their 4-year degree. Applicants should have strong verbal and written communication skills with background and/or interest in customer service and/or sales. Individuals must be able to work in a dynamic, fast-paced environment and be comfortable with a client facing role and working on the phone.
    The TDA internship has full-time summer work hours (prefer 40 hours per week, 8:30am to 5pm, Monday thru Friday) with potential opportunity for continued engagement with TDA on a part-time and/or consecutive year basis (20 hours per week, flexible with class schedule).

    • Proactively seeks opportunities to learn more about TDAs business and stays current with financial industry and market trends.
    • Utilization of the contact management system to track client information and data.
    • Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issue in cooperation with back office partners
    • Assists client with check deposits, stock certificate deposits and paperwork. Responsible for timely and accurate record-keeping of all corresponding Branch Logs
    • Partner with the branch team to achieve designated client Net Advocate Score (NAS)
    • Places high priority on client satisfaction, builds and cultivates long term client relationships
    • Participate in projects to improve processes and enhance the client experience
    • Adhere to all compliance/risk procedures and follows corporate and industry protocols.
    • Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements.
    • Assist Branch Manager in performing daily key compliance and oversight activities for the branch.
    • Enrolled in an accredited Bachelors Degree (industry related discipline preferred) with GPA of 3.0 or higher
    • 1 year of Customer Service related experience preferred
    • Prior Sales Experience is beneficial
    • Interest and/or passion for development of financial services industry knowledge
    • Interest in pursuing sales career in financial services industry
    • Strong communications skills (written/verbal) and professionalism
    • Ability to multi-task and detail orientation
    • Military education or experience may be considered in lieu of civilian requirements

    The Branch Sales Intern will work collaboratively with fellow colleagues in a TD Ameritrade branch to provide and ensure the highest level of service and positive experience for our clients. TD Ameritrade is looking for undergraduate students in several areas around the country who are pursuing their 4-year degree. Applicants should have strong verbal and written communication skills with background and/or interest in customer service and/or sales. Individuals must be able to work in a dynamic, fast-paced environment and be comfortable with a client facing role and working on the phone.
    The TDA internship has full-time summer work hours (prefer 40 hours per week, 8:30am to 5pm, Monday thru Friday) with potential opportunity for continued engagement with TDA on a part-time and/or consecutive year basis (20 hours per week, flexible with class schedule).

    • Proactively seeks opportunities to learn more about TDAs business and stays current with financial industry and market trends.
    • Utilization of the contact management system to track client information and data.
    • Acts as an onsite dedicated service expert on a wide range of client issues. Researches and resolves client issue in cooperation with back office partners
    • Assists client with check deposits, stock certificate deposits and paperwork. Responsible for timely and accurate record-keeping of all corresponding Branch Logs
    • Partner with the branch team to achieve designated client Net Advocate Score (NAS)
    • Places high priority on client satisfaction, builds and cultivates long term client relationships
    • Participate in projects to improve processes and enhance the client experience
    • Adhere to all compliance/risk procedures and follows corporate and industry protocols.
    • Ensure that all paperwork, policy and procedures for client requests have been adhered to in order to satisfy compliance requirements.
    • Assist Branch Manager in performing daily key compliance and oversight activities for the branch.
    • Enrolled in an accredited Bachelors Degree (industry related discipline preferred) with GPA of 3.0 or higher
    • 1 year of Customer Service related experience preferred
    • Prior Sales Experience is beneficial
    • Interest and/or passion for development of financial services industry knowledge
    • Interest in pursuing sales career in financial services industry
    • Strong communications skills (written/verbal) and professionalism
    • Ability to multi-task and detail orientation
    • Military education or experience may be considered in lieu of civilian requirements

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