T

TD Bank

Offers banking, loans, and wealth management.

Assistant Store Manager

Retail & Commercial BankingPosted on Nov 11
Full-timeLivingston, NJ, USA

About the Job

Requirements

  • An undergraduate degree or equivalent experience is required.
  • At least 2 years of experience working with customers and/or in sales, or equivalent experience, is required.
  • Demonstrated ability to provide 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.
  • Proficiency in Microsoft Office is required.
  • Demonstrated organization, interpersonal, communication, and decision-making skills are 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 loan-product conversations and facilitate application intake.
  • The candidate must be eligible for employment with a covered financial institution under Regulation Z.
  • The candidate 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 certification regarding administrative, civil, and/or criminal findings by a government agency or authority, are required.
  • The role requires continuous performance of sedentary work, multiple tasks, standard office equipment operation, concentration, and reading, writing, and comprehending instructions; frequent sitting, standing, and walking; and occasional domestic travel and lifting or carrying items under or over 25 pounds, among other occasional physical activities.

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 and complex service and advice while maintaining compliance and regulatory guidelines.
  • Lead the team in overseeing complex or diverse sales and advice activities involving multistep processes, systems, partners, and operational complexity.
  • Apply knowledge of financial concepts, products, services, tools, and business and process management to provide end-to-end customer advice through education, consultative support, and proactive insights and recommendations.
  • Drive and reinforce advice capabilities through team observations, coaching, oversight, and communication; ensure product recommendations address 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 and high-risk issues and determine appropriate resolution actions.
  • Coach and develop the team to deliver exceptional service and meet customer needs.
  • 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 financial advice, information, and tools to support their goals and provide real-time insights.
  • 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.
  • Connect with customers and prospects and deepen relationships through lead management, including creating and managing self-generated leads, partner and retail-to-retail referral leads, campaign leads, customer outreach, outbound calls, relay SMS, appointments, and lead prioritization.
  • Create an environment where colleagues engage warmly with customers, listen actively, and ask clarifying questions.
  • Attract, acquire, and retain customers and identify advice opportunities and referrals to increase profitability and business growth.
  • Build partnerships between colleagues handling daily customer transactions and platform bankers and partners to support referrals.
  • Lead customer service activities, support customers through challenging times and life events, and match products and services to their needs.
  • Maintain optimal colleague scheduling to meet customer demand and compliance requirements.
  • Act as an escalation point for customer problem resolution, identify prevention measures, and educate customers.
  • Create personalized customer experiences by understanding individual needs and helping customers achieve their goals.
  • Support the bank’s customer service strategy and consider the impact of decisions on TD, customers, and stakeholders.
  • Provide high-quality service to internal partners, vendors, and customers.
  • Maintain professional and inviting common areas in the store and help ensure the lobby and frontline comply with internal, external, marketing, premises, and regulatory guidelines.
  • Lead and drive operational compliance across teller and platform operations.
  • Lead day-to-day store processes, transactions, and activities and oversee work completion and quality.
  • Ensure efficient store operations, adherence to bank policies and procedures, 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, audit compliance with policies and procedures, and maintain overall store operational soundness.
  • Apply operating policies and procedures and support timely and accurate business processes.
  • Escalate nonstandard 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.
  • 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.
  • Embed TD’s shared commitments and contribute to setting team performance objectives; monitor performance and address or reward it in a timely manner.
  • Ensure colleagues comply with TDBFG policies, procedures, and conduct guidelines for customer interactions, products, and services.
  • Share knowledge and expertise, 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 bank.

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

Recently Posted Jobs

Explore more opportunities at TD Bank

See more jobs