Premier Banker- Merrick

About the role

Work Location: Merrick, New York, United States of America. The Premier Banker serves as the primary contact for a complex client portfolio of mass affluent clients, proactively managing relationships, connecting clients to specialists, and delivering TD’s model of convenience, sales, and advice to grow, deepen, and retain client relationships.

Responsibilities

• Proactively engage in client outreach (phone, email, appointments, etc.) and conduct needs‑based conversations, review financial information, suggest solutions, and coordinate introductions to internal partners.
• Acquire, retain, and deepen relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting.
• Deliver excellent client service, review moderately complex client concerns, and escalate banking‑related issues/risks when appropriate.
• Adhere to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements.
• Engage in conversations about loan products, facilitate application intake, and maintain active NMLS registration.
• Establish and maintain strong working relationships with partners in Wealth, Commercial, Small Business, Lending, etc., to identify areas for relationship deepening.
• Partner regularly with Wealth Financial Advisors for warm referrals, joint pipeline review, and preparing for future client interactions.
• Provide ongoing coaching and feedback to bank staff on articulating program value and making Premier referrals.
• Implement TD’s Client Identification Program (CIP) by collecting and verifying required customer identification information and performing due diligence as outlined in AML procedures.
• Contribute to business objectives for Operational Excellence by championing compliance, ensuring accurate documentation