Premier Banker- Nanuet

About the role

The Premier Banker is an experienced banker responsible for servicing a complex client portfolio of mass affluent clients. This role involves managing the complete banking relationship of these clients and connecting them with specialists to meet all their financial needs.

Responsibilities

• Grow, deepen, and retain client relationships by delivering TD’s model of convenience, sales, and advice, and differentiating with a personalized, connected experience.
• Manage and address the banking needs of mass affluent clients through proactive outreach and needs-based conversations.
• Convert referrals, leads, and outbound prospects to acquire new clients.
• Engage in client outreach via phone, email, appointments, and other means, and regularly meet with clients to review and analyze financial information.
• Provide excellent client service, escalate banking related issues/risks when necessary, and adhere to relevant policies and procedures.
• Facilitate loan applications and closings, maintaining an active NMLS registration status.
• Partner with Wealth Financial Advisors for warm referrals and joint pipeline meetings.
• Coach and provide feedback to bank staff on effective methods to articulate the Premier program's value and make Premier referrals.
• Understand and comply with regulations, TD policies, and procedures, and implement the Client Identification Program (CIP).

Requirements

• High School Diploma or GED (required)
• Bachelor's degree or equivalent experience preferred
• 2+ years financial/banking experience
• Securities Industry Essentials Exam (SIE) completion preferred
• Life & Health license preferred
• Experience with retail and small business banking
• Understanding and experience with loan products
• Active NMLS registration status upon hire
• Consultative sales experience required

Qualifications

• HS Diploma or GED (required)
• Bachelor's degree or equivalent experience preferred
• 2+ years financial/banking experience
• Securities Industry Essentials Exam (SIE) completion preferred
• Life & Health license preferred
• Experience with retail and small business banking
• Understanding and experience with loan products
• Active NMLS registration status upon hire
• Consultative sales experience required

Skills

• Proficiency in banking and credit products
• Effective communication and problem-solving skills
• Ability to manage and engage with complex client portfolios
• Strong interpersonal and relationship-building skills
• Knowledge of regulatory requirements and compliance
• Ability to handle multiple tasks and prioritize effectively

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

$27.75 - $41.50 USD per hour, commensurate with experience.

Schedule

Full-time, 40 hours per week.