Premier Banker- Rego Park

About the role

The Premier Banker role is dedicated to servicing complex client portfolios of mass affluent clients. This role focuses on managing banking relationships, connecting clients with specialists, and delivering TD’s model of convenience, sales, and advice.

Responsibilities

• Grows, deepens, and retains client relationships through proactive outreach and needs-based conversations.
• Manages banking needs with an advice-based approach, explaining banking solutions and coordinating introductions with internal partners.
• Engages in client outreach and regularly meets with clients to discuss financial information and suggest appropriate solutions.
• Escalates banking-related issues and risks when necessary, adhering to policies and procedures.
• Facilitates loan applications, prepares documents, and conducts loan closings.
• Trains and acts as a mentor to newer colleagues, sharing expertise and best practices.

Requirements

• HS Diploma or GED
• Bachelor's degree or equivalent experience preferred
• 2+ years financial/banking experience
• Securities Industry Essentials Exam (SIE) completion preferred
• Life & Health license preferred
• Active NMLS registration upon hire
• Consultative sales experience required

Qualifications

• Understanding and experience with retail and small business banking
• Experience interacting with Mass Affluent and high net worth clients
• Ability to maintain an active NMLS registration
• Understanding and adherence to relevant policies and procedures

Skills

• Proficiency in banking and credit products
• Effective communication and problem-solving skills
• Strong client service and relationship management abilities
• Ability to manage multiple tasks and prioritize effectively

Benefits

• Fair and equitable compensation opportunities
• Growth opportunities and skill development
• Comprehensive health and well-being benefits
• Savings and retirement programs
• Paid time off (PTO)
• Banking benefits and discounts
• Career development opportunities
• Reward and recognition programs

Pay

$27.75 - $41.50 USD per hour

Schedule

Full-time, 40 hours per week