Premier Banker- Leesburg

About the role

The Premier Banker serves as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach, this role manages complete banking relationships and connects clients to specialists to ensure all financial needs are met. The objective is to grow, deepen, and retain client relationships by delivering TD's model of convenience, sales, and advice, differentiating with a personalized, connected experience. Premier Bankers play a critical role in delivering TD's mass affluent premier value, building lasting relationships and providing legendary service to a valued set of clients.

Responsibilities

• Works in a bank location and is accountable to grow, deepen, and retain 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 clients 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 client 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
• 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.
• Partners regularly with the Wealth Financial Advisor including warm referrals and joint pipeline review meetings to prepare 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 for mass affluent clients
• Responsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures
• Responsible for implementing 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

Qualifications

• HS Diploma or GED required
• Bachelor's/University degree or equivalent experience preferred
• 2+ years financial/banking experience
• Successful completion of 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
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
• Consultative sales experience required

Skills & competencies

• Strong relationship building and selling skills
• Detail oriented, well organized, self-starter with high energy level
• Actively seeks opportunities to improve delivery of work with high attention to quality standards
• Actively takes ownership of own career and aspirations; seeks out diverse feedback to continuously develop and enhance skills
• Positively embraces change
• Adheres and participates in TD's Shared Commitments
• Models quality service at every client interaction
• Is engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
• May train and act as a mentor to newer colleagues
• Leverages the expertise and capabilities of other businesses/partners to better achieve mutual goals in collaboration
• The role is expected to lead continuous coaching in assigned bank locations on all topics supporting the growth of the Mass Affluent segment portfolio/book of business

Pay

$27.75 - $41.50 USD. 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. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Schedule

40 hours per week. Work Location: Leesburg, Virginia, United States of America.