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TD Bank

Offers banking, loans, and wealth management.

Assistant Store Manager

Retail & Commercial BankingPosted on Nov 10
Full-timeEpping, NH, USA$29.75 - $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 sales in any capacity, or equivalent, is required.
  • The role requires the 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 demonstrated organization, interpersonal, communication, and decision-making skills.
  • The role requires proficiency with expense management.
  • The role requires maintaining active NMLS registration upon hire to discuss loan products with customers and facilitate application intake.
  • The role requires eligibility for employment with a covered financial institution under Regulation Z.
  • The role requires eligibility for registration as a registered mortgage loan originator with the NMLS under the SAFE Act.
  • Satisfactory criminal background and credit report checks, and applicant statements or certifications concerning administrative, civil, and/or criminal findings by a government agency or authority, are required.
  • The role requires continuous sedentary work, performing multiple tasks, operating standard office equipment, responding quickly to sounds, concentrating for long periods, applying common sense to standardized problems, and reading, writing, and comprehending instructions; sitting, standing, and walking are frequent, and occasional physical activities include moving safely in confined spaces, lifting or carrying under or over 25 pounds, squatting, bending, kneeling, crawling, climbing, reaching overhead or forward, pushing, pulling, and twisting.

Responsibilities

  • Lead a team of advice and service colleagues to achieve individual and Store objectives, performance goals, and strong customer and colleague experiences.
  • Provide day-to-day team leadership and work direction to ensure efficient delivery of personalized and complex service and advice while maintaining compliance with regulatory guidelines.
  • Lead the team in overseeing complex sales and advice activities involving multi-step processes, multiple systems, partners, and operational complexity.
  • Apply knowledge of financial concepts, products, services, and 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 the team's advice capabilities through observation, coaching, oversight, and communication, ensuring product recommendations suit 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 meet 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 contribute to business objectives and growth.
  • Participate in community events and promote the TD brand while serving community needs.
  • Manage self-generated leads, partner and retail-to-retail referral leads, and campaign leads; conduct customer outreach through calls and SMS, set or host appointments, and prioritize leads.
  • Create an environment in which the team engages customers warmly, 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 and partners to support effective referrals.
  • Lead and reinforce customer service activities, supporting customers through challenges and life events and matching products and services to their needs.
  • 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 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 effects of decisions on TD, its customers, and stakeholders.
  • Provide customer service to internal partners, vendors, and customers.
  • Maintain professional and inviting shared areas in line with premises, marketing, and regulatory guidelines, ensuring lobby and frontline compliance.
  • Lead and drive operational compliance across teller and platform operations.
  • Lead the team in completing daily processes, transactions, and activities, and oversee work quality and completion.
  • Ensure efficient Store operations, adherence to bank policies and procedures, and successful audits.
  • Perform daily Store operations as needed, including account maintenance, wire transfers, 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 adherence to compliance, policies, procedures, and operational soundness.
  • Apply operating policies and procedures and support timely, accurate completion of business processes.
  • Escalate non-standard or high-risk transactions and activities as needed.
  • Ensure documentation is accurate, reflects customer and business intentions, and complies with relevant rules and regulations.
  • Support and participate in process improvement opportunities and perform due diligence to ensure accurate 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 recognize 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; communicate issues promptly and foster 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 build a diverse, qualified workforce that meets business objectives.
  • Promote a fair and equitable environment that supports a diverse workforce and shared goals.
  • Act as a brand champion for the business area and 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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