Premier Banker- Southington- Main Street

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

• Manage and deepen relationships with a book of business of mass affluent clients.
• Convert referrals, leads, and prospecting efforts to acquire new clients.
• Engage in client outreach via phone, email, and appointments to conduct needs-based conversations.
• Review and analyze financial information, suggest appropriate solutions, and coordinate introductions/interactions with appropriate partners.
• Provide excellent client service, escalate banking issues when necessary, and adhere to relevant policies and procedures.
• Facilitate loan applications and closings, maintaining an active NMLS registration status.
• Collaborate with partners like Wealth Financial Advisors to deepen relationships and prepare for future client interactions.
• Coach and provide feedback to bank staff on effective methods to articulate the Premier program's value and make Premier referrals.

Requirements

• High School Diploma or GED.
• Bachelor's degree or equivalent experience preferred.
• 2+ years of financial/banking experience.
• Successfully completed the Securities Industry Essentials Exam (SIE).
• Preferred Life & Health license.
• Experience with retail and small business banking.
• Understanding and experience with TD Bank & TD Wealth Policies and Procedures.

Qualifications

• Ability to maintain an active NMLS registration status.
• Strong consultative sales experience.
• Customer service skills to perform a broad range of both routine and multi-step transactions.
• Proactive outreach and ongoing engagement with clients.
• Understanding of client banking preferences and ability to educate clients on current promotions and campaigns.
• Knowledge of regulations and compliance policies.
• Ability to understand and support the Bank's Customer Service Strategy.
• Ability to deliver client end-to-end advice and advocate for them with proactive insights & recommendations.

Skills

• Proficiency in banking and credit products, offerings, and processes.
• Effective communication and problem-solving skills.
• Ability to manage and deepen relationships with clients.
• Strong client service and relationship management skills.
• Ability to handle loan applications and closings.

Benefits

TD offers competitive compensation, growth opportunities, and skill development. Compensation varies based on experience and skills. Growth opportunities and skill development are key features of the colleague experience at TD.

Pay

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

Schedule

Full-time, 40 hours per week.