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TD Bank

Offers banking, loans, and wealth management.

Assistant Store Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeVT, USA

About the Job

Requirements

  • An undergraduate degree or equivalent experience is required.
  • At least 2 years of experience working with customers and/or sales in any capacity, or equivalent, is required.
  • Demonstrated ability to provide customer service is required.
  • Strong verbal and written communication skills are required.
  • Sales and operational management skills are required.
  • Ability to manage competing priorities is required.
  • Proficiency with Microsoft Office is required.
  • Organizational, interpersonal, communication, and decision-making skills are required.
  • Proficiency with expense management is required.
  • An active registration status with the Nationwide Mortgage Licensing System and Registry must be maintained upon hire to engage customers in loan-product conversations 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 criminal background and credit report checks, and required applicant statements or certifications concerning government-agency findings, are required by federal law.
  • Must be able to meet the position's physical requirements, including frequent sitting, standing, walking, and continuous performance of sedentary work, multitasking, office-equipment operation, concentration, reading, writing, and comprehension.

Responsibilities

  • Lead a team of advice and service colleagues in achieving individual and store objectives, customer and colleague experience goals, and performance goals.
  • Provide day-to-day team leadership and work direction to support efficient delivery of personalized and complex service and advice while maintaining compliance and regulatory guidelines.
  • Lead the team in complex or diverse sales and advice activities involving multiple steps, systems, partners, and processes.
  • Apply knowledge of financial concepts, products, services, tools, and business processes to deliver end-to-end customer advice through educational content and tools, consultative support, and proactive insights and recommendations.
  • Drive and reinforce advice capabilities through team observations, coaching, oversight, and communication, ensuring product recommendations reflect customer needs and improve customer experience.
  • Use knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
  • Handle critical or high-risk issues and determine appropriate resolutions.
  • Coach and develop the team to deliver exceptional service and meet customer needs.
  • Coach the advisory team on advice-giving strategies and product and service knowledge.
  • Establish work direction and role ownership for advice delivery and 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, promoting the TD brand and serving community needs.
  • Manage self-generated, partner, retail-to-retail referral, and campaign leads; conduct customer outreach by outbound calls and relay SMS; set or host appointments; and prioritize leads.
  • Create a warm and engaging customer environment, listen actively, and ask 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 and partners to support effective referrals.
  • Lead and reinforce customer service activities, support customers through challenging times and life events, and use product and service knowledge to align customers with suitable solutions.
  • Maintain colleague schedules to meet customer demand and compliance requirements.
  • Act as an escalation point for customer problem resolution, identify prevention measures, and educate customers.
  • Create personalized customer experiences by understanding customer needs and helping customers 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 inviting shared store areas and ensure the lobby and frontline comply with internal, external, marketing, premises, and regulatory guidelines.
  • Lead operational compliance across teller and platform operations; oversee daily processes, transactions, activities, and quality of work.
  • Ensure efficient store operations by following bank policies and procedures and passing audits.
  • Perform 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.
  • Apply operating policies and procedures; support timely and accurate business processes.
  • Escalate non-standard or high-risk transactions and activities.
  • Ensure documentation is accurate, reflects customer and business intentions, and complies with applicable rules and regulations.
  • Support process-improvement opportunities and perform due diligence to ensure customer transactions and activities are accurate.
  • 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 completed.
  • Reinforce and embed TD's shared commitments.
  • Contribute to setting team performance objectives, track and monitor performance, and address or reward performance in a timely manner.
  • Ensure colleagues comply with TDBFG policies, procedures, and conduct guidelines.
  • Share knowledge, information, skills, and subject-matter expertise; communicate issues promptly; and encourage effective working relationships with partners and other teams.
  • Support an environment where colleagues can raise business challenges and facilitate change through positive reinforcement.
  • Participate in recruitment and selection for hires to support a diverse, qualified workforce.
  • Promote a fair and equitable environment that supports a diverse workforce and common team objectives.
  • Represent and champion the brand within the business area and bank.

Desired Qualifications

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

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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