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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-timeBoston, MA, USA$32 - $47.75

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 experience.
  • Demonstrated ability to provide legendary customer service.
  • Strong verbal and written communication skills.
  • Sales and operational management skills.
  • Ability to manage competing priorities.
  • 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 customers in conversations 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 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/certification regarding administrative, civil, and/or criminal findings by a government agency or authority.
  • Must be able to perform the listed physical requirements, including frequent sitting, standing, and walking; continuous sedentary work, multiple tasks, operation of standard office equipment, concentration, reading, writing, comprehending instructions, and basic arithmetic; and occasional domestic travel and lifting/carrying.

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 deliver personalized and 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 financial concepts, product and service knowledge, and business and process management acumen to deliver end-to-end customer advice through educational content and tools, consultative support, and proactive insights and recommendations.
  • Drive and reinforce advice capability through team observations, coaching, oversight, and communication, ensuring recommendations are based on 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 resolution.
  • 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, 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 referral leads, and campaign leads; conduct customer outreach by outbound calls and relay SMS; schedule or host appointments; and prioritize leads.
  • Create an environment where 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.
  • Establish strong partnerships between colleagues handling daily customer transactions and platform bankers or partners to support effective referrals.
  • Lead and reinforce customer service activities, supporting customers through challenging times and life events and aligning them with suitable products and services.
  • Maintain optimal colleague scheduling to meet customer demands and compliance requirements.
  • Act as an escalation point for customer problem resolution, identify preventative measures, and educate customers.
  • Create personalized customer experiences by understanding each customer's needs and goals.
  • Support the Bank's Customer Service Strategy and consider the effects of decisions on TD, customers, and stakeholders.
  • Provide customer service to internal partners, vendors, and customers.
  • Maintain inviting common areas and ensure the lobby and frontline follow internal, external, marketing, premises, and regulatory requirements.
  • Lead and drive operational compliance across Store operations, including teller and platform operations.
  • Lead day-to-day processes, transactions, and activities and oversee completion and work quality.
  • Ensure efficient Store operations, adherence to bank policies and procedures, and successful audits.
  • Perform Store operations such as account maintenance, wire transfers, opening and closing, and cash management as needed.
  • Develop and lead the Store's Operational Excellence plan.
  • Manage the vault, including monthly vault and drawer audits.
  • Identify and mitigate risk; audit compliance with 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 applicable rules and regulations.
  • Support and participate in process improvement opportunities.
  • Conduct 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; communicate issues promptly; and foster 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 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 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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