Premier Banker- Leesburg

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 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 regularly meet with clients.
• Review and analyze financial information, suggest solutions, and coordinate introductions with appropriate partners.
• Provide excellent client service, escalate issues when necessary, and adhere to policies and regulatory requirements.
• Facilitate loan applications and closings, maintaining an active NMLS registration.
• Collaborate with partners like Wealth Financial Advisors to prepare for future client interactions and referrals.
• Implement and adhere to the Bank's Client Identification Program (CIP) and regulatory requirements.

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
• Licenses: Life & Health license preferred, NMLS registration upon hire
• Consultative sales experience required

Qualifications

• Understanding of retail and small business banking
• Experience with mass affluent and high net worth clients
• Active NMLS registration upon hire
• Ability to maintain an active registration with NMLS

Skills

• Proficiency in banking and credit products
• Effective communication and problem-solving skills
• Strong client service orientation
• Ability to manage multiple tasks and adapt to changing priorities

Benefits

TD offers a comprehensive benefits package including health and well-being benefits, savings and retirement programs, paid time off, banking discounts, career development, and reward and recognition programs.

Pay

The base pay for this role ranges from $27.75 to $41.50 per hour, commensurate with experience.

Schedule

The role typically works 40 hours per week.