Premier Banker- Pequannock

About the role

The Premier Banker role is dedicated to servicing complex client portfolios of mass affluent clients. This role focuses on managing and addressing banking needs through a proactive, advice-based approach.

Responsibilities

• Grows, deepens, and retains client relationships by delivering TD’s model of convenience, sales, and advice.
• Manages and addresses banking needs of mass affluent clients through needs-based conversations and solution suggestions.
• Engages in client outreach via phone, email, and appointments to meet with clients and coordinate introductions/interactions with appropriate partners.
• Escalates banking related issues/risks appropriately and adheres to relevant policies and procedures.
• Facilitates loan application intake and maintains an active NMLS registration status.
• Works collaboratively with partners to deepen relationships and 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.

Requirements

• High School Diploma or GED
• Bachelor's/University degree or equivalent experience preferred
• 2+ years financial/banking experience
• Successfully completed the Securities Industry Essentials Exam (SIE)
• Lifetime 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
• Bachelor's/University degree or equivalent experience preferred
• 2+ years financial/banking experience
• Successfully completed the Securities Industry Essentials Exam (SIE)
• Lifetime 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 prioritize multiple tasks
• Strong client service and relationship management skills
• Knowledge of regulatory requirements and policies

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.