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TD Bank

Offers banking, loans, and wealth management.

Assistant Store Manager

Retail & Commercial BankingConfirmed live in the last 24 hours
Full-timeNew Ipswich, NH, USA

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.
  • Demonstrated ability to provide legendary customer service is required.
  • Strong verbal and written communication skills are required.
  • Sales and operational management skills are required.
  • Ability to manage competing priorities is required.
  • Demonstrated organization, interpersonal, communication, and decision-making skills are required.
  • Proficiency with Microsoft Office is required.
  • Proficiency with expense management is required.
  • An active registration status with the Nationwide Mortgage Licensing System and Registry must be maintained upon hire to engage customers in conversations about loan products and facilitate 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 Nationwide Mortgage Licensing System and Registry under the SAFE Act.
  • 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 in achieving individual and Store objectives, customer and colleague experience goals, and established performance goals.
  • Provide day-to-day team leadership and work direction to ensure effective delivery of personalized or complex service and advice while maintaining compliance and regulatory guidelines.
  • Lead the team in overseeing complex or diverse sales advice activities involving multiple-step processes, systems, partners, and complexity.
  • Apply knowledge of financial concepts, products, services, tools, and business and process management to deliver end-to-end customer advice using educational content and tools, consultative support, and proactive insights and recommendations.
  • Drive and reinforce advice capabilities through team observations, coaching, oversight, and communication; ensure recommendations are based on customer needs and positively affect customer experience.
  • Use knowledge of the local market, competitive offers, and economic trends to support customer advice recommendations.
  • Handle critical or 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 daily, quarterly, and annual objectives.
  • Provide customers with end-to-end advice and financial management information, tools, and real-time insights.
  • Identify advice opportunities and referrals to support business objectives and growth.
  • Participate in community events, promote the TD brand, and serve community needs.
  • Manage self-generated, partner or retail referral, and campaign leads; conduct customer outreach by outbound calls and relay SMS, set or host appointments, and prioritize leads.
  • Create an environment in which 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.
  • Establish and support partnerships between colleagues handling day-to-day transactions and platform bankers or partners for effective referrals.
  • Lead and reinforce customer service activities, support customers through challenging times and life events, and use product and service knowledge to align customers with suitable offerings.
  • Maintain colleague schedules to meet customer demand and compliance requirements.
  • Act as an escalation point for customer problems, identify preventive measures, and educate customers.
  • Create personal customer experiences by understanding each customer's needs and helping them achieve their goals.
  • Understand and support the Bank's Customer Service Strategy.
  • Consider the effects 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 lobby and frontline spaces comply with premises, marketing, and regulatory guidelines.
  • Lead operational compliance across teller and platform operations.
  • Lead the team in completing daily processes, transactions, and activities; oversee completion and work quality.
  • Ensure efficient Store operations, policy and procedure compliance, and successful audits.
  • Perform daily Store operations as needed, including account maintenance, wire transfers, Store 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, and audit compliance with policies, procedures, and operational soundness.
  • Apply operating policies and procedures.
  • 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 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.
  • Lead, 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 with 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 build a diverse, qualified workforce.
  • Promote a fair and equitable environment that supports a diverse workforce and common team goals.
  • 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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