TD
Overview
The Assistant Store Manager is an experienced leader who manages the day-to-day service, sales, and operational objectives in a Store location. The role focuses on leading a team to grow and deepen customer relationships by delivering TD’s model of convenience, sales and advice, and differentiating with a personalized, connected experience. This role can lead the Store with minimal direction and has the knowledge and experience to make decisions for day-to-day work on the teller line or platform. Responsibilities
Lead a team of advice and service colleagues to achieve individual and Store objectives that result in legendary Customer and colleague experience and achievement of performance goals. Provide day-to-day team leadership and direction to ensure effective delivery of personalized/complex service and advice activities while maintaining compliance and regulatory guidelines. Oversee the most complex or diverse sales advice activities involving multiple steps, systems, partners, and complexity. Apply knowledge of financial concepts and a broad range of products, services and tools to deliver end-to-end customer advice (build trust with educational content, provide consultative support, and offer proactive insights and recommendations). Drive and reinforce Advice activities through coaching, oversight, and communication to ensure proactive product recommendations based on customer needs. Maintain knowledge of the local market, competitive offers, and economic trends to support effective advice. Handle critical or high-risk issues and determine appropriate resolutions. Coach the advisory team on strategies to deliver exceptional service and meet customer expectations. Establish work direction and ownership to deliver advice and achieve daily/quarterly/annual objectives. Deliver end-to-end financial management advice with tools to help customers achieve goals and provide real-time insights. Identify opportunities and referrals to support business growth; participate in community events to promote the TD brand. Engage with customers/prospects to provide financial advice and deepen relationships through lead management activities, including self-generated leads, referrals, outbound outreach, and appointment setting. Education & Experience
Undergraduate degree or equivalent experience 2+ years of experience working with customers and/or sales in any capacity or equivalent Supervisory or leadership experience preferred Demonstrated ability to provide legendary customer service Strong verbal and written communication skills Sales and operational management skills Ability to manage competing priorities Previous consumer and residential lending experience preferred Proficient in Microsoft Office Knowledge of banking products and services preferred Demonstrated organization, interpersonal, communication and decision-making skills Notary License (Preferred) Must maintain an active registration status with NMLS upon hire to engage in conversations about loan products Customer Accountabilities
Create an environment where the team interacts with customers in a warm and engaging manner, actively listening and asking clarifying questions Contribute to business objectives by attracting, acquiring and retaining customers and referrals to increase profitability Support strong partnerships between colleagues handling day-to-day transactions and platform bankers/partners for effective referrals Lead customer service activities; assist customers through challenging times with knowledge of products and services Maintain optimal scheduling to meet customer demands and compliance requirements Act as escalation point for problem resolution and educate customers to prevent recurrence Develop personal connections to understand customer needs and help turn goals into reality Align with the Bank's Customer Service Strategy and consider stakeholder impact of decisions Provide high-level customer service when dealing with internal partners, vendors, and customers Adhere to professional and inviting spaces in all store areas, following policies and regulatory requirements Shareholder/Operational Accountabilities
Lead and drive operational compliance of all store operations including teller and platform activities Oversee day-to-day processes and ensure high-quality work completion Ensure store efficiency by adhering to bank policies and passing audits May perform daily store operations such as account maintenance, wire transfers, opening/closing, and cash management Develop and lead the Store Operational Excellence plan Vault management, including monthly vault and drawer audits Identify and mitigate risk and conduct audits for compliance and operational soundness Understand and apply operating policies and procedures; support timely completion of processes Escalate non-standard or high-risk transactions as necessary Ensure documentation reflects customer intentions and regulatory requirements Support process improvement opportunities and due diligence for customer transactions Maintain compliance with the Bank Code of Conduct Employee/Team Accountabilities
Lead and develop a high-performing team; provide ongoing feedback and performance reviews Reinforce and embed TD's shared commitments Set and monitor team objectives; recognize and address performance in a timely manner Ensure compliance with TD Bank policies and guidelines Share knowledge and maintain timely communication with partners and teams Encourage an environment where challenges are escalated and change is embraced Participate in recruitment to build a diverse, qualified workforce Promote a fair and equitable environment and support common goals Act as a brand champion for your area and the bank OCC Language & Compliance
This position falls within the definition of Loan Originator under Regulation Z and Mortgage Loan Originator under the SAFE Act Must be eligible for employment with a covered financial institution under Regulation Z Must be eligible for registration as a registered mortgage loan originator with NMLS Criminal background and credit checks required by federal law; applicant must certify details of any findings Physical Requirements
Work involves mixed sedentary and standing tasks with varied travel as described; see full list for specifics. Includes required lifting, reaching, and other activities as listed in the original description. Additional Information
We’re delighted you’re considering a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to supporting colleagues to thrive at work and home. TD is an equal opportunity employer. If accommodation is needed during the application process, please email USWAPTDO@td.com with required details.
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The Assistant Store Manager is an experienced leader who manages the day-to-day service, sales, and operational objectives in a Store location. The role focuses on leading a team to grow and deepen customer relationships by delivering TD’s model of convenience, sales and advice, and differentiating with a personalized, connected experience. This role can lead the Store with minimal direction and has the knowledge and experience to make decisions for day-to-day work on the teller line or platform. Responsibilities
Lead a team of advice and service colleagues to achieve individual and Store objectives that result in legendary Customer and colleague experience and achievement of performance goals. Provide day-to-day team leadership and direction to ensure effective delivery of personalized/complex service and advice activities while maintaining compliance and regulatory guidelines. Oversee the most complex or diverse sales advice activities involving multiple steps, systems, partners, and complexity. Apply knowledge of financial concepts and a broad range of products, services and tools to deliver end-to-end customer advice (build trust with educational content, provide consultative support, and offer proactive insights and recommendations). Drive and reinforce Advice activities through coaching, oversight, and communication to ensure proactive product recommendations based on customer needs. Maintain knowledge of the local market, competitive offers, and economic trends to support effective advice. Handle critical or high-risk issues and determine appropriate resolutions. Coach the advisory team on strategies to deliver exceptional service and meet customer expectations. Establish work direction and ownership to deliver advice and achieve daily/quarterly/annual objectives. Deliver end-to-end financial management advice with tools to help customers achieve goals and provide real-time insights. Identify opportunities and referrals to support business growth; participate in community events to promote the TD brand. Engage with customers/prospects to provide financial advice and deepen relationships through lead management activities, including self-generated leads, referrals, outbound outreach, and appointment setting. Education & Experience
Undergraduate degree or equivalent experience 2+ years of experience working with customers and/or sales in any capacity or equivalent Supervisory or leadership experience preferred Demonstrated ability to provide legendary customer service Strong verbal and written communication skills Sales and operational management skills Ability to manage competing priorities Previous consumer and residential lending experience preferred Proficient in Microsoft Office Knowledge of banking products and services preferred Demonstrated organization, interpersonal, communication and decision-making skills Notary License (Preferred) Must maintain an active registration status with NMLS upon hire to engage in conversations about loan products Customer Accountabilities
Create an environment where the team interacts with customers in a warm and engaging manner, actively listening and asking clarifying questions Contribute to business objectives by attracting, acquiring and retaining customers and referrals to increase profitability Support strong partnerships between colleagues handling day-to-day transactions and platform bankers/partners for effective referrals Lead customer service activities; assist customers through challenging times with knowledge of products and services Maintain optimal scheduling to meet customer demands and compliance requirements Act as escalation point for problem resolution and educate customers to prevent recurrence Develop personal connections to understand customer needs and help turn goals into reality Align with the Bank's Customer Service Strategy and consider stakeholder impact of decisions Provide high-level customer service when dealing with internal partners, vendors, and customers Adhere to professional and inviting spaces in all store areas, following policies and regulatory requirements Shareholder/Operational Accountabilities
Lead and drive operational compliance of all store operations including teller and platform activities Oversee day-to-day processes and ensure high-quality work completion Ensure store efficiency by adhering to bank policies and passing audits May perform daily store operations such as account maintenance, wire transfers, opening/closing, and cash management Develop and lead the Store Operational Excellence plan Vault management, including monthly vault and drawer audits Identify and mitigate risk and conduct audits for compliance and operational soundness Understand and apply operating policies and procedures; support timely completion of processes Escalate non-standard or high-risk transactions as necessary Ensure documentation reflects customer intentions and regulatory requirements Support process improvement opportunities and due diligence for customer transactions Maintain compliance with the Bank Code of Conduct Employee/Team Accountabilities
Lead and develop a high-performing team; provide ongoing feedback and performance reviews Reinforce and embed TD's shared commitments Set and monitor team objectives; recognize and address performance in a timely manner Ensure compliance with TD Bank policies and guidelines Share knowledge and maintain timely communication with partners and teams Encourage an environment where challenges are escalated and change is embraced Participate in recruitment to build a diverse, qualified workforce Promote a fair and equitable environment and support common goals Act as a brand champion for your area and the bank OCC Language & Compliance
This position falls within the definition of Loan Originator under Regulation Z and Mortgage Loan Originator under the SAFE Act Must be eligible for employment with a covered financial institution under Regulation Z Must be eligible for registration as a registered mortgage loan originator with NMLS Criminal background and credit checks required by federal law; applicant must certify details of any findings Physical Requirements
Work involves mixed sedentary and standing tasks with varied travel as described; see full list for specifics. Includes required lifting, reaching, and other activities as listed in the original description. Additional Information
We’re delighted you’re considering a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to supporting colleagues to thrive at work and home. TD is an equal opportunity employer. If accommodation is needed during the application process, please email USWAPTDO@td.com with required details.
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