TD reviews

Worked as a CSR for 9 months. Word of advice for anyone pursuing this position: you better like doing sales. No matter how they sell this position, do not be fooled because this is purely a sales job. You have to meet your target daily, weekly, monthly, and quarterly. You will be compared against your fellow coworkers publicly via email. Your results and everyone else's are shared via email (i.e. everyone can see what you are doing). You are constantly pressured to sell (total disregard for the customer). You will be coached weekly, and will be told off about your performance. You must meet your goals in order to move on to other positions, which is what most people take the CSR role in the 1st place. If you are terrible at doing sales I would recommend finding a better way to climb the ladder.

The sales targets are very unrealistic and it is a very pushy sales environment at the FSR level. During my training for FSR I witnessed my manager lie to a client about the security of a mutual fund investment. It wasnt a miscommunication or a misworded answer. ..but a flat out lie. Just to get the clients signature and close the sale. People are generally overworked and sales targets are so high, that it's become an environment of sales staff making false promises to its customers.