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Private Banking Client Associate II - Greenville, SC

TD · Greenville, SC · 6 days ago
On-siteSales$24–$33.5/hrFull-time

About the role

The Private Banking Client Associate II provides day-to-day service to Private Banking Clients in conjunction with Private Banking Officers. This role often serves as the primary interface with high net worth individuals, troubleshooting and fulfilling their banking needs. They also serve as the understudy to the Private Banking Officer, identifying opportunities for more complex planning issues or product needs.

Responsibilities

  • Performs a broad range of tasks and follows established procedures to identify and implement the most suitable solutions.
  • Coordinates with all departments within the bank to answer questions, solve issues, and generally be the face of the bank in day-to-day transactions with the Clients.
  • Affords assistance in compiling/creating presentations for the Clients.
  • Maintains bank records.
  • Accompanies the Private Banking Officer, as requested, on prospect and Client calls to further the relationship.
  • Interacts with all back office departments, product groups, TD Capital and TD Insurance.
  • Sells the bank’s basic services and over time looks for opportunities to cross-sell bank products.
  • Opens all types of deposit accounts and performs transactions within and between those accounts.
  • Understands and adheres to TD Wealth AML/ATF Policies and Procedures.
  • Implements TD’s Customer Identification Program (CIP) by collecting and verifying required customer identification information, and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures.
  • Identifies opportunities to make referrals to internal business partners.
  • Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction.
  • Understands and applies unit operating procedures/policies to all aspects of account administration.
  • Coordinates workflows with other internal groups to ensure a smooth Client experience.

Requirements

  • Bachelor's degree or progressive work experience in addition to 4-6 years of related experience.
  • Proven ability to interact with high net worth individuals and top level executives.
  • Advanced communications skills.
  • Strong problem-solving ability and superior follow-up skills.
  • Vast knowledge of all areas of the bank.
  • Prioritizes, organizes, and pays close attention to detail.
  • Outstanding Customer service skills via phone and sales servicing skills.
  • Ability to deal with back offices in a positive, supportive manner as well as the ability to deliver superior service at all times in a fast-paced and changing environment.

Qualifications

  • Understanding and support of the Bank's Customer Service Strategy.
  • Consideration of the impact of decisions on the well-being of TD, its Customers and stakeholders.
  • Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity.
  • Engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience.
  • Participates fully as a member of the team and contributes to a positive work environment.
  • Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest.
  • Actively shares information and knowledge and proactively learns from the expertise of others.

Skills

  • Excellent interpersonal and communication skills.
  • Ability to multitask and prioritize effectively.
  • Knowledge of AML/ATF policies and procedures.
  • Customer service and sales skills.
  • Ability to work independently and as part of a team.

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. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs. As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Pay

$24.00 - $33.50 USD

Schedule

Hours 40

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