Premier Banker- Haddonfield

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 through proactive outreach and a personalized, connected experience.

Responsibilities

• Grows, deepens, and retains client relationships by delivering TD’s model of convenience, sales, and advice.
• Manages clients' complete banking relationship and connects them with specialists to meet all financial needs.
• Converts referrals, leads, and outbound prospects to acquire new mass affluent clients.
• Engages in client outreach via phone, email, appointments, and other means to conduct needs-based conversations and offer appropriate solutions.
• Delivers excellent client service, reviews banking concerns, and escalates issues when necessary.
• Maintains an active registration status with NMLS and adheres to relevant policies and procedures.
• Engages with partners to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc.
• Coaches and provides feedback to bank staff on effective methods to articulate the program's value and make Premier referrals.
• 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 client Due Diligence and Enhanced Due Diligence Requirements.

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
• Active registration status with NMLS 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
• Active registration status 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
• Experience in managing and addressing clients' banking needs
• Strong client service skills
• Ability to identify and recommend appropriate solutions or partner referrals
• Knowledge of retail and small business banking
• Experience interacting with Mass Affluent and high net worth clients
• Ability to understand and adhere to regulations and policies
• Ability to maintain an active registration status with NMLS
• Consultative sales experience

Benefits

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Compensation policies and practices are designed to allow colleagues to progress through the salary range over time.

Pay

$25.75 - $38.50 USD per hour

Schedule

40 hours per week