About The Position

Depth & Scope: Leads a team of advice and service colleagues in the achievement of individual and Store objectives that result in legendary Customer and colleague experience, and achievement of established performance goals Provides day-to-day team leadership and work direction to ensure effective/efficient delivery of personalized/complex service and advice activities and/or solutions while maintaining compliance and regulatory guidelines Leads the team in overseeing the most complex or diverse sales advice activities that entails complete multiple step processes that involve numerous systems, partners and complexity Requires knowledge and understanding of financial concepts, a broad range of products, services and tools, business and process management acumen aligned with TD's consultative approach with Customers to deliver Customers end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating with proactive insights & recommendations Responsible for driving and reinforcing Advice activities/capability for the team through continued team observations, coaching, oversight, and communication ensuring the team is offering proactive advice by making product recommendations by highlighting product features and benefits based on Customer needs with more complex banking needs ultimately building Customer financial confidence; ensuring these activities are positively impacting Customer experience Possesses comprehensive knowledge of the local market, competitive offers, and economic trends to support advice recommendations that support Customer financial empowerment Effectively handles critical and/or high-risk issues, determining the most appropriate course of action for resolution Drives Advice Behaviors within the team by coaching and developing a team to deliver exceptional service by exceeding the needs of 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 as well as achieving daily/quarterly/annual objectives Delivers end to end advice to Customers by providing information and tools for financial management that help Customers achieve their goals, and provides real time insights Contributes to the achievement of business objectives by identifying advice opportunities and referrals, enabling business growth Actively participates in community events, promoting the TD Brand while servicing the needs of the community Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities to include the creation & management of Self-Generated Leads, the management of received Partner/Retail to Retail Referral Leads or Campaign Leads, Customer outreach (Outbound Calls, Relay SMS), setting and/or hosting appointments, and Lead prioritization

Requirements

  • Undergraduate degree or equivalent experience
  • 2+ years 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
  • Proficient in Microsoft Office
  • Knowledge of banking products and services preferred
  • Demonstrated organization, interpersonal, communication and decision-making skills
  • Must maintain an active registration status with NMLS upon hire(Nationwide Mortgage Licensing System and Registry) to be able to engage in conversations with customers about loan products, facilitates the application intake

Nice To Haves

  • Previous consumer and residential lending experience preferred
  • Notary License (Preferred)

Responsibilities

  • Leads a team of advice and service colleagues in the achievement of individual and Store objectives
  • Provides day-to-day team leadership and work direction
  • Leads the team in overseeing the most complex or diverse sales advice activities
  • Drives and reinforces Advice activities/capability for the team
  • Effectively handles critical and/or high-risk issues
  • Drives Advice Behaviors within the team by coaching and developing a team to deliver exceptional service
  • Leads and coaches advisory team on advice giving strategies and overall product and services acumen
  • Establishes work direction and role ownership on delivering advice as well as achieving daily/quarterly/annual objectives
  • Delivers end to end advice to Customers by providing information and tools for financial management
  • Contributes to the achievement of business objectives by identifying advice opportunities and referrals
  • Actively participates in community events, promoting the TD Brand while servicing the needs of the community
  • Connects with our Customers/Prospects, provides financial advice, and deepens relationships through lead management activities
  • Leads and drives operational compliance of all Store operations including teller and platform operations
  • Leads the team in completing day to day processes/transactions/activities and oversees completion and quality of work
  • Develops/leads Store in Operational Excellence plan
  • Identifies and mitigates risk and proactively audits for adherence to compliance, policies and procedures and overall operational soundness of the Store
  • Leads and supports a high performing team
  • Leads, reinforces, and embeds TD's shared commitments
  • Contributes to the process of setting performance objectives for the team
  • Supports an environment where team freely escalates business challenges
  • Participates in the recruitment and selection process for all hires
  • Promotes a fair and equitable environment that supports a diverse workforce and encourages the team to achieve common goals and objectives
  • Acts as a brand champion for your business area/function and the bank, both internally and/or externally

Benefits

  • Growth opportunities and skill development are defining features of the colleague experience at TD.
  • 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.
  • Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition.
  • 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.
  • You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
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