Premier Banker- Rittenhouse

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 needs and connecting them with specialists to ensure all financial needs are met. The goal is to grow, deepen, and retain client relationships by delivering TD's model of convenience, sales, and advice, and differentiating with a personalized, connected experience.

Responsibilities

• Grows, deepens, and retains strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach.
• Demonstrates proficiency and in-depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and act as an experienced liaison with internal partners in small business, wealth, commercial, and lending.
• Acquires, retains, and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting.
• Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners.
• Delivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate.
• Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements.
• Engages in conversations with clients about loan products; facilitates the application intake.
• Maintains an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry).
• Establishes and maintains strong working relationships with partners via ongoing meetings and collaboration to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc.
• Promotes the TD Premier program to eligible clients, knowledgeable in products and services to act as an educator and advisor to clients.
• Utilizes client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice.
• Supports the Bank's Customer Service Strategy.
• Delivers client end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations.
• Considers the impact of decisions on the well-being of TD, its clients, and stakeholders.
• Works as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed.

Requirements

• HS Diploma or GED (required)
• Bachelor's / University degree or equivalent experience preferred
• 2+ years financial / banking experience
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred
• Life & Health license preferred
• Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients
• Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) 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
• Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
• Consultative sales experience required

Skills

• Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients
• Maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
• Consultative sales experience required

Benefits

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role.

Pay

$25.75 - $38.50 USD

Schedule

40 hours per week