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TD Bank

Offers banking, loans, and wealth management.

Assistant Store Manager/Evesboro - Marlton

Retail & Commercial BankingUpdated on Nov 12
Full-timeMarlton, Evesham, NJ, USA

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.
  • Demonstrated ability to provide legendary customer service.
  • Strong verbal and written communication skills.
  • Sales and operational management skills.
  • Ability to manage competing priorities.
  • Proficiency in Microsoft Office.
  • Demonstrated organization, interpersonal, communication, and decision-making skills.
  • 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 criminal background check and credit report check, and required applicant statements or certifications regarding administrative, civil, and/or criminal findings by a government agency or authority.

Responsibilities

  • Lead a team of advice and service colleagues to achieve individual and Store objectives, established performance goals, and strong customer and colleague experiences.
  • Provide day-to-day team leadership and work direction for effective delivery of personalized and complex service and advice while maintaining compliance with regulatory guidelines.
  • Lead the team in overseeing complex or diverse sales and advice activities involving multi-step processes, systems, partners, and operational complexity.
  • Apply knowledge of financial concepts, products, services, tools, and business processes to provide end-to-end customer advice through educational content, consultative support, and proactive insights and recommendations.
  • Drive and reinforce advice capabilities through team observations, coaching, oversight, and communication, ensuring product recommendations address 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 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-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, management tools, and real-time insights to help 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 customer and prospect relationships and leads, including self-generated leads, partner and retail referrals, campaign leads, outbound calls, relay SMS, appointments, and lead prioritization.
  • Create a warm, engaging customer environment by listening actively and asking clarifying questions.
  • Attract, acquire, and retain customers and identify advice opportunities and referrals to increase profitability and business growth.
  • Build partnerships between colleagues handling daily transactions, platform bankers, and other partners to support effective referrals.
  • Lead customer service activities and help customers through challenging times and life events by applying product and service knowledge to meet their needs.
  • Maintain optimal colleague scheduling to meet customer demand and compliance requirements.
  • Act as an escalation point for customer problems, identify preventive actions, and educate customers.
  • Create personalized customer experiences by understanding individual needs and helping customers achieve their goals.
  • Support the Bank's Customer Service Strategy and consider effects of decisions on TD, its customers, and stakeholders.
  • Provide customer service to internal partners, vendors, and customers.
  • Maintain inviting and compliant common areas, including the lobby and frontline, according to premises, marketing, and regulatory guidelines.
  • Lead operational compliance across Store, teller, and platform operations.
  • Lead daily processes, transactions, and activities and oversee completion and work quality.
  • Ensure efficient Store operations, adherence to 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 Operational Excellence plan.
  • Manage the vault, including monthly vault and drawer audits.
  • Identify and mitigate risk and audit compliance, policies, procedures, and operational soundness.
  • Apply operating policies and procedures and support timely and accurate 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 applicable rules and regulations.
  • Support and participate in process improvement opportunities.
  • Complete 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 team performance objectives, monitor performance, and address or reward performance in a timely manner.
  • Ensure colleagues comply with TDBFG policies, procedures, and conduct guidelines concerning customer interactions, products, and services.
  • Share knowledge, information, skills, and subject matter expertise and communicate issues promptly while supporting effective working relationships with partners and other teams.
  • Support an environment where colleagues 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 common goals.
  • Act as a brand champion for the business area and the 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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