TD Securities
Assistant Store Manager - Wesley Chapel
TD Securities, Wesley Chapel, Florida, United States, 33545
Assistant Store Manager
Work Location:
Wesley Chapel, Florida, United States of America
Hours:
40 hours per week
Pay:
$28.25 - $42.50 USD
This role is an experienced leader who manages the day‑to‑day service, sales, and operational objectives at a TD Store location. The focus is 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.
Responsibilities / Depth & Scope
Leads a team of advice and service colleagues in achieving individual and Store objectives that result in legendary Customer and colleague experience, and attainment of established performance goals.
Provides day‑to‑day team leadership and work direction to ensure effective delivery of personalized/complex service and advice activities while maintaining compliance and regulatory guidelines.
Leads the team in overseeing the most complex or diverse sales advice activities that involve multiple steps, numerous systems, and partners.
Applies knowledge of financial concepts, a broad range of products, services and tools, and business and process management acumen to deliver end‑to‑end advice.
Drives and reinforces Advice activities/capability for the team through observation, coaching, oversight, and communication, ensuring proactive advice and product recommendations based on Customer needs.
Possesses comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
Effectively handles critical and/or high‑risk issues, determining the appropriate course of action for resolution.
Drives Advice Behaviors within the team by coaching and developing to deliver exceptional service and exceed Customer expectations.
Leads and coaches advisory team on advice‑giving strategies and overall product and services acumen.
Establishes work direction and role ownership on delivering advice and achieving daily/quarterly/annual objectives.
Delivers end‑to‑end advice to Customers using information and tools for financial management.
Contributes to business objectives by identifying advice opportunities and referrals, enabling growth.
Actively participates in community events, promoting the TD Brand while serving community needs.
Connects with Customers/Prospects, provides financial advice, and deepens relationships through lead management activities.
Education & Experience
Undergraduate degree or equivalent experience.
2+ years of experience working with customers and/or sales in any capacity.
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.
Shows proficiency with expense management.
Notary License (Preferred).
Must maintain an active registration status with NMLS upon hire to engage in conversations about loan products.
Customer Accountabilities
Creates an environment where the team interacts with Customers warmly, actively listening and clarifying.
Proactively attracts, acquires, and retains Customers and referral opportunities to increase profitability.
Establishes strong partnership with colleagues handling day‑to‑day transactions and platform bankers.
Leads and reinforces Customer service activities; supports Customers through challenging life events.
Maintains optimal colleague scheduling to meet demands and compliance requirements.
Escalates Customer problem resolution and educates the Customer to prevent recurrence.
Creates personal experiences by understanding Customer needs and turning goals into reality.
Understands and supports the Bank’s Customer Service Strategy.
Considers the impact of decisions on the well‑being of TD, its Customers, and stakeholders.
Provides the highest level of Customer service with internal partners, vendors, and Customers.
Maintains a professional and inviting space in all common areas of the Store.
Shareholder Accountabilities
Leads and drives operational compliance of all Store operations including teller and platform operations.
Leads the team in completing day‑to‑day processes and overseeing quality of work.
Ensures the Store operates efficiently by adhering to bank policies and procedures and passing all audits.
Performs daily Store operation activities: account maintenance, wire transfers, Store opening/closing, and cash management.
Develops and leads Store in Operational Excellence plan.
Manages Vault, including monthly Vault and drawer audits.
Identifies and mitigates risk and audits for compliance and operational soundness.
Supports timely and accurate completion of business processes and procedures.
Escalates non‑standard or high‑risk transactions as necessary.
Ensures documentation reflects Customer/business intentions and is consistent with rules and regulations.
Supports process improvement opportunities.
Maintains accuracy and due diligence in all Customer transactions/activities.
Complies with the Bank Code of Conduct.
Employee/Team Accountabilities
Leads and supports a high‑performing team; provides feedback, performance reviews, coaching, and development.
Reinforces TD’s shared commitments and embeds them within the team.
Contributes to setting performance objectives for the team; tracks and addresses performance in a timely manner.
Ensures colleagues comply with all TD firm policies, procedures, and guidelines.
Shares knowledge, information, and subject matter expertise among the team.
Creates an environment where business challenges are freely escalated and change is fostered through positive reinforcement.
Participates in recruiting and selecting hires to achieve a highly diverse, qualified workforce.
Promotes a fair and equitable environment that supports diversity and common goals.
Acts as a brand champion for the business area and the bank both internally and externally.
OCC Language
This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Must be eligible for employment with a covered financial institution per Regulation Z.
Must be eligible for registration as a registered mortgage loan originator with the NMLS.
Must pass a satisfactory criminal background check and credit report check; statements or certifications regarding administrative, civil, or criminal findings are required by federal law.
Physical Requirements
Never: 0%; Occasional: 1–33%; Frequent: 34–66%; Continuous: 67–100% of time performing sedentary work.
Domestic Travel – Occasional.
International Travel – Never.
Performing multiple tasks – Continuous.
Operating standard office equipment – Continuous.
Responding quickly to sounds – Continuous.
Sitting – Frequent.
Standing – Frequent.
Walking – Frequent.
Moving safely in confined spaces – Occasional.
Lifting/Carrying (under 25 lbs.) – Occasional.
Lifting/Carrying (over 25 lbs.) – Occasional.
Squatting – Occasional.
Bending – Occasional.
Kneeling – Occasional.
Crawling – Occasional.
Climbing – Occasional.
Reaching overhead – Occasional.
Reaching forward – Occasional.
Pushing – Occasional.
Pulling – Occasional.
Twisting – Occasional.
Concentrating for long periods of time – Continuous.
Applying common sense to deal with problems involving standardized situations – Continuous.
Reading, writing and comprehending instructions – Continuous.
Adding, subtracting, multiplying and dividing – Continuous.
Who We Are TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well‑being goals. It includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.
Learn more .
Additional Information We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, access to an online learning platform, and mentoring programs.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state or local law. If you are an applicant with a disability and need accommodations, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.
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Wesley Chapel, Florida, United States of America
Hours:
40 hours per week
Pay:
$28.25 - $42.50 USD
This role is an experienced leader who manages the day‑to‑day service, sales, and operational objectives at a TD Store location. The focus is 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.
Responsibilities / Depth & Scope
Leads a team of advice and service colleagues in achieving individual and Store objectives that result in legendary Customer and colleague experience, and attainment of established performance goals.
Provides day‑to‑day team leadership and work direction to ensure effective delivery of personalized/complex service and advice activities while maintaining compliance and regulatory guidelines.
Leads the team in overseeing the most complex or diverse sales advice activities that involve multiple steps, numerous systems, and partners.
Applies knowledge of financial concepts, a broad range of products, services and tools, and business and process management acumen to deliver end‑to‑end advice.
Drives and reinforces Advice activities/capability for the team through observation, coaching, oversight, and communication, ensuring proactive advice and product recommendations based on Customer needs.
Possesses comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations.
Effectively handles critical and/or high‑risk issues, determining the appropriate course of action for resolution.
Drives Advice Behaviors within the team by coaching and developing to deliver exceptional service and exceed Customer expectations.
Leads and coaches advisory team on advice‑giving strategies and overall product and services acumen.
Establishes work direction and role ownership on delivering advice and achieving daily/quarterly/annual objectives.
Delivers end‑to‑end advice to Customers using information and tools for financial management.
Contributes to business objectives by identifying advice opportunities and referrals, enabling growth.
Actively participates in community events, promoting the TD Brand while serving community needs.
Connects with Customers/Prospects, provides financial advice, and deepens relationships through lead management activities.
Education & Experience
Undergraduate degree or equivalent experience.
2+ years of experience working with customers and/or sales in any capacity.
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.
Shows proficiency with expense management.
Notary License (Preferred).
Must maintain an active registration status with NMLS upon hire to engage in conversations about loan products.
Customer Accountabilities
Creates an environment where the team interacts with Customers warmly, actively listening and clarifying.
Proactively attracts, acquires, and retains Customers and referral opportunities to increase profitability.
Establishes strong partnership with colleagues handling day‑to‑day transactions and platform bankers.
Leads and reinforces Customer service activities; supports Customers through challenging life events.
Maintains optimal colleague scheduling to meet demands and compliance requirements.
Escalates Customer problem resolution and educates the Customer to prevent recurrence.
Creates personal experiences by understanding Customer needs and turning goals into reality.
Understands and supports the Bank’s Customer Service Strategy.
Considers the impact of decisions on the well‑being of TD, its Customers, and stakeholders.
Provides the highest level of Customer service with internal partners, vendors, and Customers.
Maintains a professional and inviting space in all common areas of the Store.
Shareholder Accountabilities
Leads and drives operational compliance of all Store operations including teller and platform operations.
Leads the team in completing day‑to‑day processes and overseeing quality of work.
Ensures the Store operates efficiently by adhering to bank policies and procedures and passing all audits.
Performs daily Store operation activities: account maintenance, wire transfers, Store opening/closing, and cash management.
Develops and leads Store in Operational Excellence plan.
Manages Vault, including monthly Vault and drawer audits.
Identifies and mitigates risk and audits for compliance and operational soundness.
Supports timely and accurate completion of business processes and procedures.
Escalates non‑standard or high‑risk transactions as necessary.
Ensures documentation reflects Customer/business intentions and is consistent with rules and regulations.
Supports process improvement opportunities.
Maintains accuracy and due diligence in all Customer transactions/activities.
Complies with the Bank Code of Conduct.
Employee/Team Accountabilities
Leads and supports a high‑performing team; provides feedback, performance reviews, coaching, and development.
Reinforces TD’s shared commitments and embeds them within the team.
Contributes to setting performance objectives for the team; tracks and addresses performance in a timely manner.
Ensures colleagues comply with all TD firm policies, procedures, and guidelines.
Shares knowledge, information, and subject matter expertise among the team.
Creates an environment where business challenges are freely escalated and change is fostered through positive reinforcement.
Participates in recruiting and selecting hires to achieve a highly diverse, qualified workforce.
Promotes a fair and equitable environment that supports diversity and common goals.
Acts as a brand champion for the business area and the bank both internally and externally.
OCC Language
This position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36, and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Must be eligible for employment with a covered financial institution per Regulation Z.
Must be eligible for registration as a registered mortgage loan originator with the NMLS.
Must pass a satisfactory criminal background check and credit report check; statements or certifications regarding administrative, civil, or criminal findings are required by federal law.
Physical Requirements
Never: 0%; Occasional: 1–33%; Frequent: 34–66%; Continuous: 67–100% of time performing sedentary work.
Domestic Travel – Occasional.
International Travel – Never.
Performing multiple tasks – Continuous.
Operating standard office equipment – Continuous.
Responding quickly to sounds – Continuous.
Sitting – Frequent.
Standing – Frequent.
Walking – Frequent.
Moving safely in confined spaces – Occasional.
Lifting/Carrying (under 25 lbs.) – Occasional.
Lifting/Carrying (over 25 lbs.) – Occasional.
Squatting – Occasional.
Bending – Occasional.
Kneeling – Occasional.
Crawling – Occasional.
Climbing – Occasional.
Reaching overhead – Occasional.
Reaching forward – Occasional.
Pushing – Occasional.
Pulling – Occasional.
Twisting – Occasional.
Concentrating for long periods of time – Continuous.
Applying common sense to deal with problems involving standardized situations – Continuous.
Reading, writing and comprehending instructions – Continuous.
Adding, subtracting, multiplying and dividing – Continuous.
Who We Are TD is one of the world’s leading global financial institutions and the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
Our Total Rewards Package Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well‑being goals. It includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.
Learn more .
Additional Information We’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development If you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, access to an online learning platform, and mentoring programs.
Training & Onboarding We will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
Interview Process We’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state or local law. If you are an applicant with a disability and need accommodations, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com.
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