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About the Role

The Premier Banker serves as the primary contact for a complex portfolio of mass affluent clients, managing their complete banking relationship 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.
• Proactively engage in client outreach via phone, email, appointments, and other means to conduct needs-based conversations, review financial information, suggest solutions, and coordinate 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 to identify areas for relationship deepening.
• 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 for mass affluent clients.
• 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 Requirements.
• Deliver the TD Premier program to eligible Clients.
• Act as an educator and advisor to clients regarding products and services.
• Establish and nurture client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, active listening, and offering advice-based solutions or partner referrals.
• Utilize client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice.
• Educate clients and non-clients on current promotions, campaigns, and tools/resources to make banking easier.
• Understand and support the Bank's Customer Service Strategy.
• Deliver client end-to-end advice, including building trust, providing consultative support, and advocating for them with proactive insights and recommendations.
• Consider the impact of decisions on the well-being of TD, its clients, and stakeholders.
• Provide the highest level of client service when dealing with internal partners or vendors.
• Act as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed.
• Contribute to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations.
• Ensure 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 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 and participate in TD's Shared Commitments.
• Model quality service at every client interaction.
• Engage in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda.
• 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 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
• Attention to quality standards
• Diverse feedback
• Continuous development
• Skill enhancement
• Positive change embrace
• Quality service modeling
• Inclusive culture engagement
• Mentoring
• Expertise leveraging
• Collaboration
• Coaching

Location

• Brooklyn, New York, 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

• $27.75 - $41.50 USD

Benefits

• Growth opportunities
• Skill development
• Base salary
• Variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan)
• 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
• Regular development conversations
• Training programs
• Competitive benefits plan
• Online learning platform
• Mentoring programs
• Respectful workplace
• Fair opportunities to grow
• Training and onboarding sessions

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.

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.