Assistant Store Manager - Leominster, MA

TD Bank•Leominster, MA
•Onsite

About The Position

The Assistant Store Manager is an experienced leader responsible for managing day-to-day service, sales, and operational objectives at a TD Store. The role leads advice and service colleagues to grow and deepen Customer relationships through convenient service, sales and advice, and personalized experiences. The Assistant Store Manager can lead the Store with minimal direction and make decisions about daily work on the teller line or platform. The role oversees advice and service delivery, coaches colleagues, supports Store performance goals, and ensures operations comply with bank policies and regulatory requirements. It also delivers end-to-end financial advice, manages customer leads and referrals, builds community relationships, and supports a high-performing, diverse team. The position is classified as a Loan Originator and Mortgage Loan Originator under applicable federal regulations. The employee must be eligible for employment with a covered financial institution and for NMLS registration. A criminal background check, credit report check, and required applicant disclosures are part of the eligibility process.

Requirements

  • Undergraduate degree or equivalent experience.
  • At least 2 years of experience working with customers and/or in sales, 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.
  • Proficiency in Microsoft Office.
  • Must maintain active NMLS registration upon hire to engage in conversations with customers about loan products and facilitate application intake.
  • Must be eligible for employment with a covered financial institution and for registration as a registered mortgage loan originator with NMLS.
  • Satisfactory criminal background check and credit report check, and required statements or certifications regarding government agency or authority findings.
  • Ability to perform the role's stated physical and cognitive activities, including continuous sedentary work, multitasking, use of standard office equipment, concentration, reading, writing, comprehending instructions, and basic arithmetic.

Nice To Haves

  • Supervisory or leadership experience.
  • Previous consumer and residential lending experience.
  • Knowledge of banking products and services.
  • Notary license.

Responsibilities

  • Lead advice and service colleagues in meeting individual and Store objectives, performance goals, and Customer and colleague experience expectations.
  • Provide day-to-day team leadership and work direction for personalized and complex service and advice activities while maintaining compliance with regulatory guidelines.
  • Oversee complex sales and advice activities involving multiple processes, systems, and partners.
  • Coach and develop colleagues through observations, oversight, communication, and feedback to reinforce proactive advice and appropriate product recommendations.
  • Use knowledge of local markets, competitive offers, and economic trends to support Customer advice recommendations.
  • Handle critical or high-risk issues and determine appropriate resolutions.
  • Lead advisory colleagues on advice strategies and product and service knowledge; set work direction and ownership for daily, quarterly, and annual objectives.
  • Provide Customers with end-to-end financial advice, information, tools, and real-time insights to help them achieve financial goals.
  • Identify advice opportunities and referrals to support business growth and participate in community events promoting the TD brand.
  • Manage leads and customer outreach, including self-generated leads, partner and retail referrals, campaign leads, outbound calls, SMS, appointments, and lead prioritization.
  • Attract, acquire, and retain Customers; build relationships, deepen engagement, and support profitability and business growth.
  • Promote warm, attentive Customer interactions, listening carefully and asking clarifying questions; support Customers through challenging times and life events.
  • Establish effective partnerships between transaction colleagues, platform bankers, and other partners to support referrals.
  • Maintain colleague scheduling to meet Customer demand and compliance requirements.
  • Act as an escalation point for Customer problem resolution, identify ways to prevent recurring issues, and educate Customers.
  • Maintain welcoming Store common areas, including lobby and frontline spaces, in accordance with premises, marketing, and regulatory guidelines.
  • Lead operational compliance across Store, teller, and platform operations; oversee the completion and quality of daily processes and transactions.
  • Support efficient Store operations by following bank policies and procedures and meeting audit requirements.
  • Perform or oversee daily Store operations such as account maintenance, wire transfers, opening and closing, and cash management.
  • Develop and lead the Store Operational Excellence plan, including vault management and monthly vault and drawer audits.
  • Identify and mitigate risk, audit for compliance and operational soundness, and escalate non-standard or high-risk transactions and activities.
  • Ensure accurate documentation, due diligence, and timely completion of business processes; support process improvement opportunities.
  • Apply the Bank Code of Conduct and ensure compliance with relevant policies, procedures, and guidelines.
  • Lead a high-performing team through ongoing feedback, performance reviews, coaching, development, and timely performance management.
  • Contribute to team performance objectives; monitor performance and address or recognize results in a timely manner.
  • Share knowledge and expertise, communicate issues promptly, encourage strong working relationships, and support escalation of business challenges.
  • Participate in recruitment and selection to help build a diverse, qualified workforce.
  • Promote a fair and equitable workplace, reinforce TD's shared commitments, and act as a brand champion.

Benefits

  • Health and well-being benefits
  • Savings and retirement programs
  • Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO
  • Banking benefits and discounts
  • Career development
  • Reward and recognition
  • Base salary and variable compensation or incentive awards, including potential cash and/or equity incentive awards
  • Training and onboarding
  • Online learning platform and mentoring programs
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