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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-timeBeverly, MA, USA$29.75 - $44.50In-person

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.
  • Candidates must demonstrate the ability to provide legendary customer service.
  • Candidates must have strong verbal and written communication skills.
  • Candidates must have sales and operational management skills.
  • Candidates must be able to manage competing priorities.
  • Candidates must demonstrate organization, interpersonal, communication, and decision-making skills.
  • Candidates must show proficiency with expense management.
  • Candidates 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.
  • Candidates must be eligible for employment with a covered financial institution under Regulation Z of the Truth in Lending Act.
  • Candidates 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 and credit report checks, 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 to achieve individual and store objectives, customer and colleague experience goals, and established performance goals.
  • Provide day-to-day team leadership and work direction to ensure efficient 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 steps, systems, partners, and processes.
  • 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, ensuring product 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 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 delivering advice and achieving 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 self-generated, partner, retail-to-retail referral, and campaign leads; conduct customer outreach through calls and relay SMS; set or host appointments; and prioritize leads.
  • Create an environment where the team interacts warmly and engagingly with customers, listens actively, and asks clarifying questions.
  • Attract, acquire, and retain customers; identify advice opportunities and referrals to increase profitability and business growth.
  • Build partnerships between colleagues handling daily customer transactions, platform bankers, and other partners to support effective referrals.
  • Lead and reinforce customer service activities, supporting customers through challenging times 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 ways to prevent recurring problems, and educate customers.
  • Get to know each customer’s needs to create personalized experiences that help turn their goals into reality.
  • Understand and support the bank’s customer service strategy and consider the impact of decisions on TD, its customers, and stakeholders.
  • Provide high-level customer service to internal partners, vendors, and customers.
  • Maintain inviting common areas in the store and ensure the lobby and frontline comply with premises, marketing, and regulatory guidelines.
  • Lead operational compliance across teller and platform operations.
  • Lead day-to-day store processes, transactions, and activities, and oversee work completion and quality.
  • Ensure the store operates efficiently, follows bank policies and procedures, and passes 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, including monthly vault and drawer audits.
  • Identify and mitigate risk; audit for compliance with policies, procedures, and operational soundness.
  • Understand and 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 applicable rules and regulations.
  • Support and participate in process improvement opportunities.
  • Perform due diligence to support the accuracy of customer transactions and activities.
  • Understand 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, 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 regarding customer interactions, products, and services.
  • Share knowledge and expertise within the team, communicate issues promptly, and encourage effective working relationships with partners and other teams.
  • Support an environment where team members escalate business challenges and facilitate change through positive reinforcement of milestones and successes.
  • Participate in recruitment and selection for all hires to build a diverse, qualified workforce that achieves 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 bank, internally and externally, as applicable.
  • Travel domestically occasionally; international travel is not required.

Desired Qualifications

  • Supervisory or leadership experience is preferred.
  • Previous consumer and residential lending experience is preferred.
  • Proficiency in Microsoft Office 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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