Premier Banker- Coral Springs Univeristy Drive

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' banking relationships and connecting them with specialists to meet all their financial needs.

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 conduct needs-based conversations and suggest appropriate solutions.
• Provide excellent client service, escalate issues when necessary, and adhere to relevant policies and procedures.
• Facilitate loan applications and closings, maintaining an active NMLS registration status.
• Collaborate with partners like Wealth Financial Advisors to deepen client relationships and prepare for future interactions.
• Coach bank staff on articulating the Premier program's value and making Premier referrals.
• Understand and comply with regulations, policies, and procedures, and implement the Client Identification Program (CIP).

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
• Licensed in Life and Health preferred
• Experience with retail and small business banking
• Understanding of loan products and application intake
• Active NMLS registration status 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
• Licensed in Life and Health preferred
• Experience with retail and small business banking
• Understanding of loan products and application intake
• Active NMLS registration status upon hire
• Consultative sales experience required

Skills

• Proficiency in banking and credit products
• Excellent client service skills
• Ability to manage and deepen client relationships
• Effective communication and problem-solving abilities
• Knowledge of regulatory requirements and policies
• Ability to facilitate loan applications and closings

Benefits

TD offers competitive compensation, growth opportunities, and a supportive work environment. Benefits include:

• Fair and equitable compensation opportunities
• Growth opportunities and skill development
• Comprehensive health and well-being benefits
• Savings and retirement programs
• Paid time off
• Banking benefits and discounts
• Career development opportunities
• Reward and recognition programs

Pay

$25.75 - $38.50 USD per hour

Schedule

Full-time, 40 hours per week