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About the Role

The Premier Banker serves as the primary contact for a complex client portfolio of mass affluent clients, managing their complete banking relationship through proactive outreach and connecting them to specialists to ensure all financial needs are met. The objective is to grow, deepen, and retain client relationships by delivering TD’s model of convenience, sales, and advice, with a personalized, connected experience.

Responsibilities

Grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach.
Demonstrate proficiency and in-depth knowledge in banking and credit products, offerings, and processes to explain banking solutions and act as a liaison with internal partners.
Acquire, retain, and deepen relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting.
Engage in client outreach via phone, email, appointments, and other means to conduct needs-based conversations, review financial information, suggest solutions, and coordinate introductions with partners.
Deliver excellent client service, review moderately complex client concerns, and escalate banking-related issues/risks when appropriate.
Adhere to all relevant Retail/Wealth policies, procedures, FINRA, and regulatory banking requirements.
Engage in conversations with clients about loan products and facilitate application intake.
Establish and maintain strong working relationships with partners via ongoing meetings and collaboration.
Partner regularly with the Wealth Financial Advisor, including warm referrals and joint pipeline review meetings.
Provide ongoing coaching and feedback to bank staff on effective methods to articulate program value and make Premier referrals.
Understand and adhere to regulations, TD Bank & TD Wealth Policies and Procedures.
Implement TD’s client Identification Program (CIP) by collecting and verifying required customer identification information and performing Due Diligence and Enhanced Due Diligence.
Contribute to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations.
Ensure prepared documentation is accurate, properly reflects client/business intentions, and is consistent with relevant rules/regulations.
Apply Compliance policies and regulations to all transactions to ensure integrity and adherence to documentation and operational requirements.
Prepare documents and conduct loan closings.
Meet individual/Store performance metrics.
Contribute to a positive work environment by aligning to TD Model, Brand, and Culture.
Participate fully as a member of the team.
Actively participate in personal performance and development activities.
Act as a brand champion both internally and externally.
Collaborate with team members in contributing to the success of the team and organization.
Partner as a team player.
Actively seek opportunities to improve delivery of work with high attention to quality standards.
Actively take ownership of own career and aspirations; seek out diverse feedback to continuously develop and enhance skills.
Positively embrace change.
Adhere to and participate in TD's Shared Commitments.
Model quality service at every client interaction.
Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience.
May train and act as a mentor to newer colleagues.
Leverage the expertise and capabilities of other businesses/partners to better achieve mutual goals in collaboration.
Lead continuous coaching in assigned bank locations on all topics supporting the growth of the Mass Affluent segment portfolio/book of business.

Requirements

Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire.
Consultative sales experience required.
Must be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part 1026.36.
Must be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing System and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007.
Satisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position.

Skills

Relationship building
Selling skills
Detail oriented
Well organized
Self-starter
High energy level
Quality standards
Diverse feedback
Change management
Client service
Product knowledge
Active listening
Needs-based conversations
Proactive outreach
Financial needs assessment
Banking and credit products
Loan products
Sales
Advice-based approach
Collaboration
Coaching
Mentoring

Location

Berlin, Connecticut, United States of America

Work Type

Onsite
Full-time

Experience Level

2+ years financial / banking experience

Education Level

HS Diploma or GED (required)
Bachelor's / University degree or equivalent experience preferred

Salary/Compensations

$25.75 - $38.50 USD

Benefits

Health and well-being benefits
Savings and retirement programs
Paid time off (including Vacation PTO, Flex PTO, and Holiday PTO)
Banking benefits and discounts
Career development
Reward and recognition

About the Company

TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores.
Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world.
More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience.
TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing.
Together, we are reimagining what banking can be for our clients, colleagues and communities.
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals.
TD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future.
Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health.
It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities.

Equal Opportunity

TD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at USWAPTDO@td.com. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.