Assistant Store Manager (US) - Orleans, MA

TD•Orleans, MA
•$30 - $45•Onsite

About The Position

The Assistant Store Manager is an experienced leader responsible for the 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 convenience, sales and advice, and a personalized, connected experience. The Assistant Store Manager can lead the Store with minimal direction and make day-to-day decisions on the teller line or platform. The role oversees service and advice delivery, sales performance, operational compliance, risk management, and customer issue resolution. It coaches and develops colleagues, manages scheduling and performance, supports business growth through advice opportunities and referrals, and represents TD in the community. The position includes teller and platform operations and may involve account maintenance, wire transfers, store opening and closing, cash management, and vault management. The role must maintain active NMLS registration upon hire to discuss loan products and facilitate application intake.

Requirements

  • Undergraduate degree or equivalent experience.
  • At least 2 years of experience working with customers and/or in sales, or equivalent.
  • 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.
  • Demonstrated organization, interpersonal, communication, and decision-making skills.
  • Proficiency in expense management.
  • Must maintain active registration status with NMLS upon hire to engage customers in discussions about loan products and facilitate application intake.
  • Must be eligible for employment with a covered financial institution under Regulation Z requirements.
  • Must be eligible for registration as a registered mortgage loan originator with NMLS under the SAFE Act.
  • Satisfactory criminal background check and credit report check, and required applicant statements or certifications concerning administrative, civil, and criminal findings.

Nice To Haves

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

Responsibilities

  • Lead a team of advice and service colleagues in meeting individual and Store objectives, performance goals, and customer and colleague experience standards.
  • Provide day-to-day team leadership and work direction, ensuring effective delivery of personalized and complex service and advice while following compliance and regulatory guidelines.
  • Coach and develop colleagues on advice strategies, product and service knowledge, proactive recommendations, and exceptional customer service.
  • Oversee complex sales and advice activities involving multiple steps, systems, partners, and processes.
  • Deliver end-to-end financial advice, insights, information, and tools to help customers manage finances and achieve goals.
  • Identify advice opportunities, referrals, and lead-management activities to attract, acquire, and retain customers and support business growth.
  • Manage customer outreach and leads, including self-generated, partner, retail-to-retail referral, and campaign leads; make outbound calls and Relay SMS, prioritize leads, and arrange or host appointments.
  • Handle critical, high-risk, and escalated customer issues; determine resolutions, identify preventive steps, and educate customers.
  • Build customer and partner relationships, promote effective referrals between transaction colleagues and platform bankers, and support customers through challenging times and life events.
  • Maintain optimal colleague scheduling to meet customer demand and compliance requirements.
  • Participate in community events and promote the TD brand while serving community needs.
  • Maintain inviting Store common areas and ensure lobby and frontline compliance with internal, external, marketing, premises, and regulatory guidelines.
  • Lead and drive operational compliance across teller and platform operations; oversee the completion and quality of daily processes, transactions, and activities.
  • Ensure the Store follows policies and procedures, operates efficiently, and passes audits; develop and lead the Store Operational Excellence plan.
  • Perform daily Store operations as needed, including account maintenance, wire transfers, opening and closing, and cash management.
  • Manage the vault, including monthly vault and drawer audits; identify and mitigate risk and audit adherence to policies, procedures, and operational requirements.
  • Ensure business processes are completed accurately and on time, documentation reflects customer and business intentions, due diligence supports transaction accuracy, and non-standard or high-risk activities are escalated.
  • Support process improvement opportunities and comply with the Bank Code of Conduct.
  • Lead a high-performing team through ongoing feedback, performance reviews, coaching, development, and timely performance management.
  • Set and monitor team performance objectives, recognize or address performance, and reinforce TD's shared commitments and policies.
  • Share knowledge and communicate issues in a timely manner, encourage strong working relationships, and support an environment where colleagues raise business challenges.
  • Participate in recruitment and selection, promote a fair and equitable workplace, and champion the TD brand internally and externally.

Benefits

  • Base salary and variable compensation/incentive awards, potentially including cash and/or equity incentive awards through an incentive plan.
  • 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, training, mentoring programs, and reward and recognition.
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