Downtown Jobs in Norwalk ca

Last updated: 27 days ago

Assistant Store Manager - Westport / Downtown

TD Bank, N.A.Westport, Connecticut

Full-time

Show moreLast updated: 27 days ago

Assistant Store Manager - Westport / Downtown

TD Bank, N.A.Westport, Connecticut

27 days ago

Job type

Full-time

Job description

Description

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 is focused 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.

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

Education & Experience :

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

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(Nationwide Mortgage Licensing System and Registry) to be able to engage in conversations with customers about loan products, facilitates the application intake

Customer Accountabilities :

Creates an environment where the team Interacts with Customers in a warm and engaging manner, actively listening, and asking clarifying questions

Contributes to the achievement of business objectives by proactively attracting, acquiring and retaining Customers, advice opportunities and referrals, to increase profitability and enable business growth

Establishes and supports strong partnership between colleagues that handle Customer day to day transactions and platform bankers / and partners for effective referrals

Leads and reinforces Customer service activities; Supporting Customers through challenging times and life events, demonstrating knowledge and financial expertise of products and services to help align the Customer to the best product / service to meet and exceed their needs

Responsible for maintaining optimal colleague scheduling to ensure Customer demands and compliance requirements are met

Acts as an escalation point for Customer problem resolution – identifies how to prevent the problem from happening and educates the Customer

Creates personal experiences by getting to know each Customer's needs to help turn their 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 when dealing with internal partners, vendors, and Customers

Proactively adheres to professional and inviting space in all common areas of the Store, adhering to premises, marketing, and / or regulatory guidelines; particularly, this role helps ensure that the lobby and frontline meet internal / external policies and / or regulatory requirements

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 / transactions / activities and oversees completion and quality of work

Ensures the Store operates efficiently by adhering to the banks policies and procedures and by passing all audits

May perform daily store operation activities including account maintenance, wire transfers, store opening and closing, and cash management

Develops / leads Store in Operational Excellence plan

Vault Management, including Monthly Vault and drawer audits

Identifies and mitigates risk and proactively audits for adherence to compliance, policies and procedures and overall operational soundness of the Store

Understands and applies operating policies and procedures

Supports the timely and accurate completion of business processes and procedures

Escalates non-standard or high-risk transactions / activities as necessary

Ensures documentation that is prepared / completed is accurate and properly reflects Customer / business intentions and is consistent with relevant rules / regulations

Supports and participates in process improvement opportunities

Ensures necessary due diligence to support the accuracy of all Customer transactions / activities

Proficiency, understanding, compliance with of the Bank Code of Conduct

Employee / Team Accountabilities :

Leads and supports a high performing team; provides ongoing feedback and performance reviews, coaches and develops colleagues and ensures performance management activities are undertaken

Leads, reinforces, and embeds TD's shared commitments

Contributes to the process of setting performance objectives for the team; tracks, monitors and effectively addresses and / or rewards performance in a timely manner

Ensures colleagues comply with all TDBFG policies, procedures, and guidelines of conduct (regarding Customer interactions, products, and services, etc.)

Shares knowledge, information, skills, and subject matter expertise among the team and ensures the timely communication of issues and encourages good working relationships with partners and other teams

Supports an environment where team freely escalates business challenges; facilitates change through positive reinforcement of milestones and successes

Participates in the recruitment and selection process for all hires to ensure a highly diverse, qualified workforce to achieve business objectives

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

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 under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.

Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with 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.

Satisfactory results on a criminal background check and a credit report check, and statements / certification from job applicant regarding administrative, civil, and / or criminal findings by any government agency / authority, are required by federal law for this position.

Physical Requirements :

Never : 0%; Occasional : 1-33%; Frequent : 34-66%; Continuous : 67-100%

Domestic Travel – Occasional

International Travel – Never

Performing sedentary work – Continuous

Performing multiple tasks – Continuous

Operating standard office equipment - Continuous

Responding quickly to sounds – Occasional

Sitting – Frequent

Standing – Frequent

Walking – Frequent

Moving safely in confined spaces – Occasional

Lifting / Carrying (under 25 lbs.) – Occasional

Lifting / Carrying (over 25 lbs.) – Never

Squatting – Occasional

Bending – Occasional

Kneeling – Occasional

Crawling – Never

Climbing – Never

Reaching overhead – Never

Reaching forward – Occasional

Pushing – Never

Pulling – Never

Twisting – Never

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

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are

TD Securities offers a wide range of capital markets products and services to corporate, government, and institutional clients who choose us for our innovation, execution, and experience. With more than 6,500 professionals operating out of 40 cities across the globe, we help clients meet their needs today and prepare for tomorrow. Our services include underwriting and distributing new issues, providing trusted advice and industry-leading insight, extending access to global markets, and delivering integrated transaction banking solutions. In 2023, we acquired Cowen Inc., offering our clients access to a premier U.S. equities business and highly-diverse equity research franchise, while growing our strong, diversified investment bank. We are growth-oriented, people-focused, and community-minded. As a team, we work to deliver value for our clients every day.

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. 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.

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, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD – and we’re committed to helping you identify opportunities that support your goals.

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

If you are an applicant with a disability and need accommodations to complete the application process, email the TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you, and the accommodation needed to assist you with the application process.

All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.