Store Lead & Financial Advisory Manager

TD Bank Group (TD); Walpole (MA); On-site; USD 44,000 - 66,000; Full time

Job summary

TD Bank Group (TD) is seeking an Assistant Store Manager in Walpole, MA to lead a team delivering TD’s model of convenience, sales and advice at the teller line and platform. The role focuses on growing customer relationships through proactive financial guidance and end-to-end service.

The position requires an undergraduate degree or equivalent, 2+ years in customer-facing roles, and supervisory experience.

Qualifications

• Undergraduate degree or equivalent experience.
• 2+ years experience working with customers and/or sales.
• 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.

Responsibilities

• Leads a team of advice and service colleagues to achieve store objectives and legendary customer experience.
• Provides day-to-day leadership to ensure compliant, personalized service and advice.
• Leads complex sales and advisory activities across multiple systems and partners.
• Delivers end-to-end advice and tools for financial management to help customers achieve goals.
• Identifies opportunities and referrals to contribute to business growth.
• Establishes work direction and ownership for daily/quarterly/annual objectives.
• Engages with customers to provide proactive financial insights and recommendations.
• Maintains knowledge of local market and competitive offers to support advice.

Skills

Customer service

Leadership

Communication

Sales

Financial concepts

Notary prep

Expense management

NMLS knowledge

Education

Undergraduate degree or equivalent experience

Tools

Microsoft Office

Job description

TD Bank Group (TD) is seeking an Assistant Store Manager in Walpole, MA to lead a team delivering TD’s model of convenience, sales and advice at the teller line and platform. The role focuses on growing customer relationships through proactive financial guidance and end-to-end service.

The position requires an undergraduate degree or equivalent, 2+ years in customer-facing roles, and supervisory experience.