Premier Banker- Copley Sq

About the role

The Premier Banker role is dedicated to servicing complex client portfolios of mass affluent clients. This role is responsible for managing these clients' banking needs and connecting them with specialists to ensure all financial needs are met. The goal is to grow, deepen, and retain client relationships by delivering TD's model of convenience, sales, and advice, and differentiating with a personalized, connected experience.

Responsibilities

• Grows, deepens, and retains strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach.
• Demonstrates proficiency and in-depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and act as an experienced liaison with internal partners in small business, wealth, commercial, and lending.
• Acquires, retains, and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting.
• Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners.
• Delivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate.
• Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements.
• Engages in conversations with clients about loan products; facilitates the application intake.
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
• Establishes and maintains strong working relationships with partners via ongoing meetings and collaboration to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc.
• Promotes the TD Premier program to eligible clients and provides ongoing coaching and feedback to bank staff on effective methods to articulate the program's value and make Premier referrals for mass affluent clients.
• Understands and adheres to regulations, TD Bank & TD Wealth Policies and Procedures.
• Implements TD’s client Identification Program (CIP) by collecting and verifying required customer identification information and performing other client Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures.

Requirements

• High School Diploma or GED (required)
• Bachelor's / University degree or equivalent experience preferred
• 2+ years financial / banking experience
• Successfully completed the Securities Industry Essentials Exam (SIE) 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
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
• Consultative sales experience required

Qualifications

• HS Diploma or GED (required)
• Bachelor's / University degree or equivalent experience preferred
• 2+ years financial / banking experience
• Successfully completed the Securities Industry Essentials Exam (SIE) 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
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
• Consultative sales experience required

Skills

• Financial / Banking Experience
• Consultative Sales Experience
• Client Relationship Management
• Product Knowledge
• Regulatory Compliance
• Loan Origination
• Customer Service
• Communication 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

$27.75 - $41.50 USD per hour, commensurate with experience.

Schedule

Full-time, 40 hours per week.