Premier Banker- Cherry Hill Mall

About the role

The Premier Banker role is dedicated to servicing complex client portfolios of mass affluent clients. This role focuses on growing, deepening, and retaining these clients' banking relationships through proactive outreach and advice-based approaches.

Responsibilities

• Manage and address banking needs of mass affluent clients through proactive outreach and needs-based conversations.
• Convert referrals, leads, and prospects to deepen and retain client relationships.
• Engage in client outreach via phone, email, and appointments to meet with clients and coordinate introductions.
• Review and analyze financial information, suggest appropriate solutions, and escalate banking issues when necessary.
• Adhere to policies, procedures, and regulatory requirements, including maintaining NMLS registration.
• Collaborate with partners in wealth, commercial, small business, lending, and other areas to deepen client relationships.
• Provide ongoing coaching and feedback to bank staff on effective methods to articulate the Premier program's value and make Premier referrals.
• Understand and adhere to regulations, TD Bank & TD Wealth Policies and Procedures.

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
• Experience with retail and small business banking
• Understanding and experience with loan products
• Active NMLS registration upon hire
• Consultative sales experience required

Qualifications

• HS 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
• Experience with retail and small business banking
• Understanding and experience with loan products
• Active NMLS registration upon hire
• Consultative sales experience required

Skills

• Proficiency in banking and credit products
• Ability to explain banking solutions to clients
• Strong client service skills
• Effective communication and problem-solving abilities
• Ability to manage and prioritize multiple tasks
• Knowledge of regulatory requirements and policies
• Ability to collaborate with internal partners

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.