Premier Banker- East Meadow

Job Title

The Premier Banker is an experienced banker, servicing as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role is to grow, deepen, and retain client relationships by delivering TD's model of convenience, sales, and advice, and differentiating with a personalized, connected experience. Premier Bankers play a critical role in delivering TD's mass affluent premier value, building lasting relationships and providing legendary service to a valued set of clients.

Work Location: East Meadow, New York, United States of America

Hours: 40

Pay Details: $27.75 - $41.50 USD

Line of Business: Personal & Commercial Banking

Education & Experience:

• HS Diploma or GED (required)
• Bachelor's / University degree or equivalent experience preferred
• 2+ years financial / banking experience
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred
• Life & Health license preferred
• Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
• Consultative sales experience required

Customer Accountabilities:

• Delivers the TD Premier program to eligible Clients
• Knowledgeable in products and services to be able act as an educator and advisor to clients
• Requires established client service skills to perform a broad range of both routine and multi-step Customer transactions
• Establishes and nurtures client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, actively listening to client needs and offering advice based solutions or partner referrals.
• Utilizes client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice
• Understands client's banking preferences with banking and educates clients & non- clients on current promotions and campaigns as well as tools and resources to make banking easier for the client
• Understands and supports the Bank's Customer Service Strategy
• Delivers client end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
• Considers the impact of decisions on the well-being of TD, its clients, and stakeholders
• Provides the highest level of client service when dealing with internal partners or vendors
• Works as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed

Shareholder Accountabilities:

• Contributes to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations; fully understanding accountability in driving an operationally sound location
• Ensures documentation that is prepared / completed is accurate and properly reflects client/ business intentions and is consistent with relevant rules / regulations
• Applies Compliance policies and regulations to all transactions to ensure integrity of proper compliance with all documentation that operational requirements are followed and that the appropriate documentation is recorded
• Engages in conversations with clients regarding loan applications, prepares documents, and conducts loan closings
• Meets individual / Store performance metrics

Employee/Team Accountabilities:

• Contributes to a positive work environment by aligning to TD Model, Brand, and Culture by participating fully as a member of the team
• Is an active participant in personal performance and development activities
• Acts as a brand champion both internally and externally
• Collaborates with team members in contributing to the success of the team and organization
• Partners as a team player
• Strong relationship building and selling skills
• Detail oriented, well organized, self-starter with high energy level
• Actively seeks opportunities to improve delivery of work with high attention to quality standards
• Actively takes ownership of own career and aspirations; seeks out diverse feedback to continuously develop and enhance skills
• Positively embraces change
• Adheres and participates in TD's Shared Commitments
• Models quality service at every client interaction
• Is 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
• Leverages the expertise and capabilities of other businesses / partners to better achieve mutual goals in collaboration
• The role is expected to lead continuous coaching in assigned bank locations on all topics supporting the growth of the Mass Affluent segment portfolio / book of business

Physical Requirements:

• Domestic Travel Occasional
• International Travel Never
• Performing sedentary work Continuous
• Performing multiple tasks Continuous
• Operating standard office equipment - Continuous
• Responding quickly to sounds Occasional
• Sitting Continuous
• Standing Occasional
• Walking Occasional
• Moving safely in confined spaces Occasional
• Lifting/Carrying (under 25 lbs.) Occasional
• Lifting/Carrying (over 25 lbs.) occasional
• Squatting Occasional
• Bending Occasional
• Kneeling Occasional
• Crawling Occasional
• Climbing Occasional
• Reaching overhead Occasional
• Reaching forward Occasional
• Pushing Occasional
• Pulling Occasional
• Twisting Occasional
• Concentrating for long periods of time Continuous
• Applying common sense to deal with problems involving standardized situations Continuous
• Reading, writing and comprehending instructions Continuous
• Adding, subtracting, multiplying and dividing Continuous

The above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.

Who We Are:

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

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. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition. Learn more

Additional Information: We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home. Colleague Development

If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.

If