Premier Banker- Royal Palm Beach- Okeechobee

About the role

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

Responsibilities

• Manage and address banking needs of mass affluent clients through proactive outreach and needs-based conversations.
• Convert referrals, leads, and prospects into new clients, and coordinate introductions/interactions with appropriate partners.
• Review and analyze financial information, suggest appropriate solutions, and escalate banking issues when necessary.
• Engage in client outreach via phone, email, and appointments, and regularly meet with clients to discuss financial matters.
• Provide excellent client service, maintain an active NMLS registration, and adhere to relevant policies and procedures.
• Collaborate with partners in Wealth, Commercial, Small Business, Lending, and other areas to deepen client relationships.
• Coach bank staff on effective methods to articulate the Premier program's value and make Premier referrals for mass affluent clients.
• Understand and comply with regulations, TD Bank & TD Wealth Policies and Procedures, and implement the Client Identification Program (CIP).

Requirements

• High School Diploma or GED
• Bachelor's 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 and applications
• Active NMLS registration upon hire
• Consultative sales experience required

Qualifications

• HS Diploma or GED
• Bachelor's 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 and applications
• Active NMLS registration upon hire
• Consultative sales experience required

Skills

• Proficiency in banking and credit products
• Effective communication and client service skills
• Ability to manage and deepen client relationships
• Knowledge of banking and credit products and processes
• Ability to convert referrals and leads into new clients
• Experience with loan applications and closings
• Compliance with relevant policies and procedures

Benefits

• Fair and equitable compensation opportunities
• Growth opportunities and skill development
• Opportunities for advancement and leadership roles
• Health and well-being benefits
• Savings and retirement programs
• Paid time off (PTO)
• Banking benefits and discounts
• Career development and training
• Reward and recognition programs

Pay

$25.75 - $38.50 USD per hour, commensurate with experience

Schedule

Full-time, 40 hours per week