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TD Bank

Offers banking, loans, and wealth management.

Assistant Store Manager - US, Orleans, MA

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeOrleans, MA, USA$29.76 - $44.50

About the Job

Requirements

  • An undergraduate degree or equivalent experience is required.
  • At least 2 years of experience working with customers and/or in sales, or equivalent experience, is required.
  • The role requires demonstrated ability to provide legendary customer service.
  • The role requires strong verbal and written communication skills.
  • The role requires sales and operational management skills.
  • The role requires the ability to manage competing priorities.
  • The role requires proficiency in Microsoft Office.
  • The role requires demonstrated organizational, interpersonal, communication, and decision-making skills.
  • The role requires proficiency with expense management.
  • The employee must maintain active registration status with the Nationwide Mortgage Licensing System and Registry upon hire to discuss loan products with customers and facilitate application intake.
  • The employee must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
  • The employee 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-check and credit-report results, and required applicant statements or certifications regarding administrative, civil, and criminal findings, are required by federal law.
  • The role requires occasional domestic travel.
  • The role requires continuous sedentary work, multitasking, operation of standard office equipment, responding quickly to sounds, concentration, reading, writing, comprehending instructions, and applying common sense to standardized situations; sitting, standing, and walking are frequent. Other physical activities, including lifting and carrying, bending, kneeling, crawling, climbing, reaching, pushing, pulling, and twisting, are occasional.

Responsibilities

  • Manage day-to-day service, sales, and operational objectives in a store, leading the store with minimal direction and making decisions about daily teller-line or platform work.
  • Lead advice and service colleagues toward individual and store objectives, customer and colleague experience goals, and established performance goals.
  • Provide day-to-day team leadership and work direction for personalized and complex service and advice, while maintaining compliance and regulatory guidelines.
  • Oversee complex or diverse sales and advice activities involving multiple steps, systems, partners, and processes.
  • Drive and reinforce advice activities through team observations, coaching, oversight, and communication, ensuring recommendations reflect customer needs and improve customer experience.
  • Use knowledge of the local market, competitive offers, and economic trends to support advice recommendations and customer financial empowerment.
  • Handle critical and 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 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 that contribute to business objectives and growth.
  • Participate in community events and promote the TD brand while serving community needs.
  • Manage leads, including creating and managing self-generated leads, handling partner, retail-to-retail referral, and campaign leads, conducting customer outreach by outbound calls and relay SMS, setting or hosting appointments, and prioritizing leads.
  • Create a warm and engaging customer experience by listening actively and asking clarifying questions.
  • Attract, acquire, and retain customers, advice opportunities, and referrals to increase profitability and enable business growth.
  • Build partnerships between colleagues handling daily customer transactions and platform bankers and partners to support effective referrals.
  • Lead and reinforce customer-service activities, supporting customers through difficult times and life events and aligning products and services to their needs.
  • Maintain optimal colleague scheduling 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.
  • Build personal customer experiences by understanding each customer's needs and helping turn their goals into reality.
  • 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 comply with internal, external, marketing, premises, and regulatory requirements.
  • Lead and drive operational compliance across store, teller, and platform operations; oversee daily processes, transactions, activities, and work quality.
  • Ensure efficient store operations by following bank policies and procedures and passing audits.
  • Perform 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 and conduct 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 nonstandard 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, perform due diligence to ensure accurate customer transactions and activities, 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 completed.
  • Lead and embed TD's shared commitments, contribute to team performance objectives, monitor performance, and address or reward it in a timely manner.
  • Ensure colleagues comply with TDBFG policies, procedures, and conduct guidelines for customer interactions, products, and services.
  • Share knowledge and expertise, communicate issues promptly, encourage effective working relationships, and support escalation of business challenges and change.
  • Participate in recruitment and selection for hires to support a diverse and qualified workforce.
  • Promote a fair and equitable environment that supports a diverse workforce and shared team goals; act as a brand champion 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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