Premier Banker- Buckwalter

About the role

The Premier Banker is an experienced banker responsible for servicing complex client portfolios of mass affluent clients. This role involves managing these clients' complete banking relationships and connecting them with specialists to meet all financial needs.

Responsibilities

• Grow, deepen, and retain client relationships through proactive outreach and advice-based approaches.
• Manage and address clients' banking needs with a focus on banking and credit products, offerings, and processes.
• Convert referrals, leads, and prospecting efforts to acquire and retain new mass affluent clients.
• Engage in client outreach and conduct needs-based conversations, reviewing and analyzing financial information.
• Provide excellent client service, escalate issues when necessary, and adhere to relevant policies and procedures.
• Facilitate loan applications, prepare documents, and conduct loan closings.
• Understand and comply with regulations, policies, and procedures, including maintaining an active NMLS registration.
• Collaborate with partners to deepen relationships and prepare for future client interactions.
• Coach and provide feedback to bank staff on effective methods to articulate the Premier program's value and make Premier referrals.

Requirements

• High School Diploma or GED
• Bachelor's degree or equivalent experience preferred
• 2+ years financial/banking experience
• Securities Industry Essentials Exam (SIE) completion preferred
• Life & Health license preferred
• Understanding and experience with retail and small business banking
• Experience interacting with Mass Affluent and high net worth clients
• Active NMLS registration upon hire
• Consultative sales experience required

Qualifications

• HS Diploma or GED
• Bachelor's / University degree or equivalent experience preferred
• 2+ years financial / banking experience
• Securities Industry Essentials Exam (SIE) completion strongly preferred
• Life & Health license preferred
• Understanding and experience with retail and small business banking
• Experience interacting with Mass Affluent and high net worth clients
• Active NMLS registration upon hire
• Consultative sales experience required

Skills

• Proficiency in banking and credit products
• Effective communication and problem-solving skills
• Ability to manage and prioritize multiple tasks
• Strong client service and relationship management skills
• Knowledge of regulatory requirements and compliance
• Ability to facilitate loan applications and closings
• Strong analytical and decision-making skills

Benefits

TD offers a comprehensive benefits package including health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and reward and recognition.

Pay

$25.75 - $38.50 USD per hour, commensurate with experience.

Schedule

Full-time, 40 hours per week.