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TD Bank

Offers banking, loans, and wealth management.

Assistant Store Manager

Retail & Commercial BankingPosted on Nov 10
Full-timeBoston, MA, USA$32 - $47.75

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 experience, is required.
  • The role requires demonstrated ability to provide customer service.
  • Strong verbal and written communication skills are required.
  • Sales and operational management skills are required.
  • The role requires ability to manage competing priorities.
  • Demonstrated organization, interpersonal, communication, and decision-making skills are required.
  • The role requires proficiency with expense management.
  • An active registration status with the Nationwide Mortgage Licensing System and Registry must be maintained upon hire to engage in conversations with customers about loan products and facilitate application intake.
  • The candidate must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
  • The candidate must be eligible for registration as a registered mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.
  • Satisfactory criminal background check and credit report check results, and applicant statements or certifications regarding administrative, civil, and/or criminal findings by a government agency or authority, are required.

Responsibilities

  • Lead a team of advice and service colleagues to achieve individual and Store objectives, performance goals, and positive customer and colleague experiences.
  • Provide day-to-day team leadership and work direction to ensure efficient 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 steps, systems, partners, and processes.
  • Apply knowledge of financial concepts, products, services, tools, and business and process management to deliver end-to-end customer advice through educational content and tools, consultative support, and proactive insights and recommendations.
  • Drive and reinforce advice capability through team observations, coaching, oversight, and communication; ensure product recommendations address customer needs and support customer experience and financial confidence.
  • 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 service that meets customer needs and expectations.
  • Lead and coach the advisory team on advice-giving strategies and product and service knowledge.
  • Establish work direction and role ownership for delivering advice and achieving daily, quarterly, and annual objectives.
  • Provide customers with end-to-end advice, financial management information and tools, and real-time insights to help them achieve their goals.
  • Identify advice opportunities and referrals to contribute to business objectives and growth.
  • Participate in community events and promote the TD brand while serving community needs.
  • Connect with customers and prospects, provide financial advice, deepen relationships, create and manage self-generated leads, manage partner, retail-to-retail referral, and campaign leads, conduct outbound calls and relay SMS outreach, set or host appointments, and prioritize leads.
  • Create an environment where the team interacts warmly with customers, listens actively, and asks clarifying questions.
  • Attract, acquire, and retain customers and identify advice opportunities and referrals to increase profitability and business growth.
  • Build partnerships between colleagues handling day-to-day customer transactions and platform bankers or partners to enable effective referrals.
  • Lead and reinforce customer service activities, support customers through challenging times and life events, and align customers with suitable products and services.
  • Maintain colleague schedules to meet customer demand and compliance requirements.
  • Act as an escalation point for customer problem resolution, identify ways to prevent recurring problems, and educate customers.
  • Create personalized customer experiences by understanding each customer's needs and helping them achieve goals.
  • Support the Bank's Customer Service Strategy and consider the impact of decisions on TD, customers, and stakeholders.
  • Provide customer service to internal partners, vendors, and customers.
  • Maintain professional and inviting common areas and help ensure the lobby and frontline comply with internal, external, marketing, premises, and regulatory guidelines.
  • Lead and drive operational compliance across Store operations, including teller and platform operations.
  • Lead the team in completing day-to-day processes, transactions, and activities, and oversee completion and work quality.
  • Ensure the Store operates efficiently, follows bank policies and procedures, and passes audits.
  • Perform daily Store operations as needed, including account maintenance, wire transfers, opening and closing the Store, 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, and proactively audit compliance, policy and procedure adherence, and overall operational soundness.
  • Apply operating policies and procedures and support timely, accurate completion of business processes and procedures.
  • Escalate non-standard or high-risk transactions and activities as necessary.
  • Ensure prepared or completed 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.
  • 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 for customer interactions, products, and services.
  • Share knowledge, information, skills, and subject matter expertise within the team; communicate issues promptly and encourage effective working relationships with partners and other teams.
  • Support an environment where the team escalates business challenges and facilitate change through positive reinforcement of milestones and successes.
  • Participate in recruitment and selection for hires to support a diverse and qualified workforce that achieves business objectives.
  • Promote a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives.
  • Act as a brand champion for the business area and the bank internally and externally.

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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