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TD Bank

Offers banking, loans, and wealth management.

Store Supervisor-Levittown - PA, Hours

Retail & Commercial BankingUpdated on Nov 9
Full-timeFairless Hills, PA, USA$24 - $33.50In-person

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.
  • The role requires the ability to meet and exceed customer expectations.
  • Strong organizational skills are required to handle multiple tasks in a fast-paced environment.
  • Effective verbal and written communication skills are required.
  • Sound judgment in decision-making and problem-solving is required.
  • The role requires the ability to multitask and maintain order in the store.
  • A good working knowledge of Outlook, Lotus Notes, Word, and Excel is required.
  • The role requires the ability to supervise and lead others.
  • The role requires the ability to provide community services.
  • The employee must maintain active registration status with the Nationwide Mortgage Licensing System and Registry.
  • The employee must be eligible for employment with a covered financial institution under Regulation Z.
  • The employee must be eligible for registration as a registered mortgage loan originator with the Nationwide Mortgage Licensing System and Registry.
  • Satisfactory criminal background check and credit report check results, and applicant statements or certifications regarding administrative, civil, and criminal findings by government agencies or authorities, are 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, and handle customer escalations.
  • Support the team in acquiring, retaining, and deepening customer relationships by reinforcing sales and advice activities that create personalized experiences.
  • 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 efficient delivery of personalized or 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 risk management and protection of 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 and advice conversations, and advice-giving service; support strategies to 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, using leads related to small business, residential mortgages, and customers who may need more complex products.
  • Connect with customers and prospects, provide financial advice, and deepen relationships through lead management, including creating and managing self-generated leads, managing 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.
  • Use knowledge of products and services to provide consultative customer advice and coach and mentor the store team in delivering that advice.
  • Lead, coach, and drive exceptional service at customer interactions in the lobby and on the frontline.
  • Complete customer transactions and use customer relationship management tools to conduct needs-based conversations.
  • Lead lobby interactions and represent the bank as the first point of contact for customer inquiries and escalations, taking ownership and resolving complaints.
  • Lead execution of the store customer experience plan and support execution of the store advice plan while ensuring operational excellence.
  • Coach colleagues on customer problem-resolution guidelines, participate in negotiations and resolutions when necessary, empower colleagues to handle escalations, and personally own concerns that cannot be resolved at junior levels.
  • Oversee over-the-counter transactions and respond to complex sales and service questions and requests as part of the store's service process.
  • Lead and coach frontline colleagues in effective customer complaint resolution.
  • Share accountability with store leaders for lobby leadership and act as a leader in achieving an excellent customer experience.
  • Maintain optimal colleague scheduling to meet customer demand and compliance requirements.
  • Help maintain professional and inviting common areas, ensuring the lobby and frontline comply with internal, external, and regulatory guidelines.
  • Work collaboratively with bank partners to ensure customers are served through the channel best suited to their needs.
  • Decide advanced transactions and process routine through 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, balancing, managing store currency levels, and tracking 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 fraud risk and potential losses affecting store financial results.
  • Ensure operational excellence and compliance, including cash-control procedures and adherence to customer-authentication policies and procedures.
  • 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 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's Code of Conduct.
  • Lead and support a high-performing team, provide ongoing feedback and coaching, contribute input to performance reviews, and develop colleagues.
  • Help set daily team objectives, track and monitor performance, and address or recognize performance in a timely manner.
  • Ensure colleagues comply with regulatory and bank policies, procedures, and conduct guidelines for customer interactions, products, and services.
  • Support, mentor, and coach team members in their professional development.
  • Build a cohesive team and promote a positive colleague experience.
  • Share knowledge, information, skills, and subject-matter expertise; communicate issues promptly and encourage effective working relationships with other functions and teams.
  • Onboard team members to support a positive onboarding experience and proficiency in their roles.
  • Support an environment where colleagues escalate business challenges and facilitate change through reinforcement of milestones and successes.
  • Promote a fair and equitable environment that supports a diverse workforce and shared team goals.
  • Represent the bank and business area as a brand champion internally and externally.
  • Under the manager's direction, participate 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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