Premier Banker- Easley Main

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

• Grows, deepens, and retains client relationships by delivering TD’s model of convenience, sales, and advice.
• Manages mass affluent clients' complete banking needs through proactive outreach and advice-based approaches.
• Converts referrals, leads, and outbound prospects to acquire and retain new clients.
• Engages in client outreach and regularly meets with clients to conduct needs-based conversations, review financial information, and suggest appropriate solutions.
• Delivers excellent client service, reviews banking-related issues/risks, and escalates appropriately.
• Maintains an active registration status with NMLS and adheres to relevant policies and procedures.
• Engages with partners to deepen relationships across various business units and prepares for future client interactions.
• Provides ongoing coaching and feedback to bank staff on effective methods to articulate the 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.
• Successfully completed the Securities Industry Essentials Exam (SIE).
• Preferred Life & Health license.
• Understanding and experience with retail and small business banking.
• Experience interacting with Mass Affluent and high net worth clients.
• Active registration with NMLS upon hire.
• Consultative sales experience required.

Qualifications

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

Skills

• Proficiency in banking and credit products, offerings, and processes.
• Ability to explain banking solutions to clients and act as an experienced liaison with internal partners.
• Strong client service skills to perform a broad range of both routine and multi-step customer transactions.
• Effective communication and problem-solving abilities.
• Ability to understand and adhere to regulations, policies, and procedures.
• Strong relationship-building and selling skills.
• Detail-oriented and self-starter with high energy level.

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.