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TD Bank

Offers banking, loans, and wealth management.

Store Supervisor - Citadel Mall

Retail & Commercial BankingUpdated on Nov 13
Full-timeCharleston, SC, USA$24 - $33.50

About the Job

Requirements

  • A high school diploma or GED is required; an undergraduate degree is preferred.
  • At least 2 years of related experience working with customers and/or sales in any capacity, or equivalent, is required.
  • A notary license is preferred.
  • Previous supervisory experience or demonstrated ability to provide direction, make decisions, and coach customer service is required.
  • Ability to meet and exceed customer expectations is required.
  • Strong organizational skills to handle multiple tasks in a fast-paced environment are required.
  • Effective verbal and written communication skills are required.
  • Sound judgment in decision-making and problem-solving is required.
  • Ability to multitask and maintain order in the store is required.
  • Good working knowledge of Outlook, Lotus Notes, Word, and Excel is required.
  • Ability to supervise and lead others is required.
  • Ability to provide community services is required.
  • Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS) to facilitate mortgage application intake.
  • Must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
  • Must be eligible for registration as a registered mortgage loan originator with the NMLS under the SAFE Act.
  • Satisfactory criminal background check and credit report check, and required applicant statements or certifications concerning administrative, civil, and/or criminal findings by a government agency or authority, are required.
  • Occasional domestic travel is required.

Responsibilities

  • Supervise day-to-day team activities to ensure operational excellence and compliance with policies and procedures, mitigating risk and protecting the bank and customers.
  • Drive, reinforce, and demonstrate achievement of operational, customer, and sales objectives.
  • In the absence of another manager, manage the store and run the teller side and platform, including customer escalations.
  • Lead the team in acquiring, retaining, and deepening customer relationships by reinforcing sales and advice activities.
  • Provide supervisory oversight to advice and service colleagues in achieving individual and store objectives.
  • Provide day-to-day team leadership and work direction to ensure effective delivery of personalized and complex service and advice while maintaining compliance and regulatory guidelines.
  • Monitor teller and platform workflows, prioritize tasks, and delegate duties and responsibilities.
  • Establish expectations, delegate tasks, and educate the team about managing risk and protecting the bank, employees, and customers.
  • Drive store operational excellence, including cash handling, vault management, control of negotiable items, fraud prevention, expense management, integrity, customer privacy, and employee safety.
  • Engage customers in conversations about loan products and facilitate application intake.
  • Lead, develop, and coach the team in customer service, product, advice conversations, and advice-giving service; support strategies and tactics that improve customer experience.
  • Use customer relationship tools, services, products, and campaigns to advocate for customers and educate them about financial needs.
  • Acquire and deepen the store customer base through proactive sales and service activities and generated leads, including small business, residential mortgages, and customers with complex product needs.
  • Connect with customers and prospects, provide financial advice, and deepen relationships through lead management, including creating and managing self-generated leads; managing partner, retail-to-retail referral, and campaign leads; customer outreach via outbound calls and relay SMS; setting or hosting appointments; and prioritizing leads.
  • Deliver end-to-end customer advice through educational content and tools, consultative support, and proactive insights and recommendations.
  • Maintain proficiency in products and services and coach and mentor the store team to deliver consultative advice.
  • Lead, coach, and drive exceptional service at every customer interaction in the lobby and on the frontline.
  • Complete customer transactions and use customer relationship management tools to engage in needs-based conversations.
  • Provide lobby leadership as the first point of contact for customer inquiries and escalations, take ownership, and remediate customer complaints.
  • Lead execution of the store customer experience plan and objectives, and support execution of the store advice plan while ensuring operational excellence.
  • Coach colleagues in customer issue handling under problem-resolution guidelines, participate in negotiation and resolution when needed, empower colleagues to handle escalations, and take ownership of concerns that cannot be managed at junior levels.
  • Maintain a legendary service process in the store, including over-the-counter transactions and complex sales and service questions and requests.
  • Lead and coach frontline colleagues on effective customer complaint resolution.
  • Share accountability with store leaders for lobby leadership and act as a leader in achieving an overall legendary customer experience.
  • Maintain optimal colleague scheduling to meet customer demands and compliance requirements.
  • Help maintain professional and inviting common areas in accordance with premises, marketing, and regulatory guidelines, particularly lobby and frontline compliance.
  • Collaborate with TD partners to ensure customers are serviced in the channel best suited to their needs.
  • Decide advanced transactions and process routine to advanced transactions, including check cashing, large withdrawals, deposits, and loan payments, in accordance with bank policies and procedures.
  • Maintain working knowledge of operational systems and databases.
  • Manage the vault, including auditing, reporting, and balancing; manage store currency levels and track currency shipments and deliveries.
  • Lead store operational standards, including cash handling, control of negotiable items, fraud prevention, expense management, integrity, customer privacy, and colleague safety.
  • Plan, organize, and coordinate activities for the area and resolve store operational issues and escalations.
  • Oversee simple-to-complex daily branch administrative duties.
  • Approve financial transactions using sound judgment to minimize risk and potential losses from fraud and other decisions affecting store financial results.
  • Lead the team in following policies and procedures for customer authentication and cash control to support operational excellence, compliance, security, and fraud prevention.
  • Apply operating policies and procedures and contribute to operational excellence objectives.
  • Support timely and accurate completion of business processes and procedures.
  • Escalate non-standard or high-risk transactions and activities as necessary.
  • Ensure 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 accuracy of customer transactions and activities.
  • Comply with the bank’s Code of Conduct.
  • Lead and support a high-performing team; provide ongoing feedback, coaching, and input on performance reviews, and develop colleagues.
  • Contribute to setting daily team objectives; track, monitor, and address or reward performance in a timely manner.
  • Ensure colleagues comply with regulatory and TD Bank U.S. policies, procedures, and conduct guidelines for customer interactions, products, and services.
  • Support, mentor, and coach team members in professional development.
  • Create and foster a cohesive team and promote a strong colleague experience.
  • Share knowledge, information, skills, and expertise; communicate issues promptly and encourage good working relationships with other functions and teams.
  • Onboard team members to support a positive experience and proficiency in their roles.
  • Support an environment where team members escalate business challenges, and facilitate change through positive reinforcement of milestones and successes.
  • 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/or externally.
  • Participate, under the manager’s direction, in performance management activities for the teller and platform teams.

Desired Qualifications

  • An undergraduate degree 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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