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TD Bank

Offers banking, loans, and wealth management.

Assistant Store Manager-Union/Chestnut

Retail & Commercial BankingUpdated on Nov 13
Full-timeUnion, NJ, USAIn-person

About the Job

Requirements

  • An undergraduate degree or equivalent experience.
  • At least 2 years of experience working with customers and/or sales in any capacity, or equivalent experience.
  • Demonstrated ability to provide legendary customer service.
  • Strong verbal and written communication skills.
  • Sales and operational management skills.
  • Ability to manage competing priorities.
  • Demonstrated organization, interpersonal, communication, and decision-making skills.
  • Proficiency with Microsoft Office.
  • Proficiency with expense management.
  • Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry upon hire to engage in conversations with customers about loan products and facilitate application intake.
  • Must be eligible for employment with a covered financial institution under Regulation Z.
  • Must be eligible for registration as a registered mortgage loan originator with the Nationwide Mortgage Licensing System and Registry under the SAFE Act.
  • Satisfactory results on a criminal background check and credit report check, and applicant statements or certifications regarding administrative, civil, and/or criminal findings by a government agency or authority, are required by federal law.

Responsibilities

  • Manage the day-to-day service, sales, and operational objectives in a store location, leading the store with minimal direction and making decisions for day-to-day work on the teller line or platform.
  • Lead advice and service colleagues in achieving individual and store objectives, customer and colleague experience goals, and established performance goals.
  • Provide day-to-day team leadership and work direction for effective delivery of personalized or complex service and advice while maintaining compliance and regulatory guidelines.
  • Lead the team in overseeing complex sales and advice activities involving multiple processes, systems, partners, and operational complexity.
  • Drive and reinforce advice capabilities through team observations, coaching, oversight, and communication, ensuring proactive product recommendations based on customer needs and their effect on customer experience.
  • Use knowledge of the local market, competitive offers, and economic trends to support advice recommendations and customer financial empowerment.
  • Handle critical or high-risk issues and determine appropriate resolutions.
  • Coach and develop the team to deliver exceptional service and exceed customer expectations.
  • Lead and coach the advisory team on advice strategies and product and service knowledge.
  • Establish work direction and role ownership for advice delivery and achievement of daily, quarterly, and annual objectives.
  • Provide customers with end-to-end financial advice, information, tools, and real-time insights to help them achieve their goals.
  • Identify advice opportunities and referrals to support business objectives and growth.
  • Participate in community events and promote the TD brand while serving community needs.
  • Manage self-generated, partner-to-retail, retail-to-retail referral, and campaign leads; conduct customer outreach through outbound calls and relay SMS; set or host appointments; and prioritize leads.
  • Create a warm and engaging customer environment by actively listening and asking clarifying questions.
  • Attract, acquire, and retain customers, identify advice opportunities and referrals, and support profitability and business growth.
  • Build partnerships between colleagues handling day-to-day customer transactions and platform bankers or partners to facilitate effective referrals.
  • Lead and reinforce customer service activities, supporting customers through challenging times and life events and aligning them with appropriate products and services.
  • Maintain optimal colleague scheduling to meet customer demands and compliance requirements.
  • Act as an escalation point for customer problem resolution, identify prevention measures, and educate customers.
  • Create personal customer experiences by understanding each customer's needs and helping them achieve their goals.
  • Support the bank's customer service strategy and consider the impact of decisions on TD, its customers, and stakeholders.
  • Provide customer service to internal partners, vendors, and customers.
  • Maintain professional and inviting common areas in the store and ensure the lobby and frontline meet internal, external, and regulatory requirements.
  • Lead operational compliance for all store operations, including teller and platform operations.
  • Lead the team in daily processes, transactions, and activities, and oversee completion and quality of work.
  • Ensure the store operates efficiently, follows bank policies and procedures, and passes audits.
  • Perform daily store operations as needed, including account maintenance, wire transfers, store opening and closing, and cash management.
  • Develop and lead the store's Operational Excellence plan.
  • Manage the vault, including monthly vault and drawer audits.
  • Identify and mitigate risk, audit compliance with policies and procedures, and maintain operational soundness.
  • Understand and apply operating policies and procedures.
  • Support timely and accurate completion of business processes and procedures.
  • Escalate non-standard or high-risk transactions and activities as necessary.
  • Ensure documentation is accurate, reflects customer and business intentions, and complies with relevant rules and regulations.
  • Support and participate in process-improvement opportunities.
  • Perform due diligence to support the accuracy of customer transactions and activities.
  • Understand and comply with the Bank Code of Conduct.
  • Lead and support a high-performing team; provide ongoing feedback and performance reviews; coach and develop colleagues; and ensure performance-management activities are undertaken.
  • Reinforce and embed TD's shared commitments.
  • Contribute to setting team performance objectives; track, monitor, address, and reward performance in a timely manner.
  • Ensure colleagues comply with TDBFG policies, procedures, and conduct guidelines for customer interactions, products, and services.
  • Share knowledge, information, skills, and subject-matter expertise with the team; communicate issues promptly; and encourage effective working relationships with partners and other teams.
  • Support an environment where team members escalate business challenges and facilitate change through positive reinforcement of milestones and successes.
  • Participate in recruitment and selection for hires to support a diverse, qualified workforce and business objectives.
  • Promote a fair and equitable environment that supports a diverse workforce and encourages shared goals and objectives.
  • Act as a brand champion for the business area and bank, internally and/or externally.

Desired Qualifications

  • Supervisory or leadership experience.
  • Previous consumer and residential lending experience.
  • Knowledge of banking products and services.
  • A notary license.

About the Company

TD Bank

Offers banking, loans, and wealth management.

TD Bank provides a wide range of banking and financial services in North America for individuals, businesses, and corporations. Core offerings include checking and savings accounts, credit cards, loans, mortgages, investment products, and wealth management. TD Bank emphasizes digital banking through online and mobile apps that let customers manage money, pay bills, deposit checks, transfer funds, and manage cards. Revenue comes from interest on loans, service fees, and investment income. The company differentiates itself with a broad product lineup, large North American footprint, and integrated services for both personal and business customers, plus a focus on digital accessibility. Its goal is to be a leading, accessible financial institution that helps customers manage and grow their money through convenient, everyday banking and investment solutions.

Company size
10,001+
Company stage
IPO
Headquarters
Toronto, Canada
Founded
1955

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