Premier Banker- St Augustine- Lewis Point

About the role

The Premier Banker role is dedicated to servicing complex client portfolios of mass affluent clients. This role focuses on growing, deepening, and retaining these clients' banking relationships through proactive outreach and advice-based approaches.

Responsibilities

• Manage and address banking needs of mass affluent clients through proactive outreach and needs-based conversations.
• Convert referrals, leads, and prospecting efforts to acquire and retain new clients.
• Engage in client outreach via phone, email, and appointments to meet with clients and coordinate introductions.
• Review and analyze financial information, suggest appropriate solutions, and escalate banking issues when necessary.
• Adhere to relevant policies, procedures, and regulatory requirements.
• Partner with Wealth Financial Advisors for warm referrals and joint pipeline reviews.
• Provide ongoing coaching and feedback to bank staff on effective methods to articulate the Premier program's value and make Premier referrals.
• Understand and adhere to regulations, TD Bank & TD Wealth Policies and Procedures.

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
• Active registration 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
• Ability to maintain an active registration status with NMLS

Skills

• Proficiency in banking and credit products, offerings, and processes
• Excellent client service skills
• 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
• Ability to consider the impact of decisions on the well-being of TD, its clients, and stakeholders
• Ability to work as a single point of contact to clients

Benefits

Growth opportunities and skill development are defining features of the colleague experience at TD. Compensation policies and practices are designed to allow colleagues to progress through the salary range over time as they progress in their role.

Pay

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

Schedule

Full-time, 40 hours per week.