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Branch Sales Intern- Huntsville, AL

Quick Facts

Huntsville, Alabama ID# 2018-16780 Temporary Full-Time Support Level

Role:

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). 

 

*Must be a current student in the area seeking a full-time internship to part-time school year internship. 

Responsibilities:

  • Proactively seeks opportunities to learn more about TDA’s 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.

Requirements:

  • Enrolled in an accredited Bachelor’s 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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About TD Ameritrade.

A leader in brokerage and investment services for over 35 years, TD Ameritrade offers a full spectrum of powerful solutions and innovative tools for trading and investing. We're constantly expanding our knowledge and bolstering our capabilities, from a leading active trader program to intuitive long-term investment solutions and a national branch system. Combined with some of the industry's brightest minds, there's no limit to how big our accomplishments can be.

From first-time investors to sophisticated traders, TD Ameritrade is focused on helping individuals seek out their financial goals. And you're the ambassador to all that we do. Beginning with our trading platform and proprietary technology to our resolve to outperform, you'll maintain the high level of quality and integrity we're known for, each and every day. With the right opportunity, there's no limit to what you can accomplish.

As a leading employer in financial services, we believe in building strong relationships, achieving quality results and working with integrity. It's at the heart of everything we do. That's why we provide you with comprehensive training, benefits and programs that inspire you to achieve more every day. Apply to a TD Ameritrade job today and help our clients pursue their dreams, while you fulfill yours.

Applicants must be eligible to work in the U.S. Immigration sponsorship is typically not available for this position.

TD Ameritrade participates in the E-Verify program. For additional information on this program please click here. TD Ameritrade is an Equal Opportunity Employer. We value diversity and offer a quality workplace. TD Ameritrade, Inc. member FINRA/SIPC/NFA is a subsidiary of TD Ameritrade Holding Corporation (NASDAQ:AMTD). TD Ameritrade is a trademark jointly owned by TD Ameritrade IP Company and the Toronto-Dominion Bank.

© 2014 TD Ameritrade IP Company, Inc. All rights reserved. Used with permission.

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