Premier Banker- Rego Park

Premier Banker Work Location Rego Park, New York, États-Unis d'Amérique Hours 40 hours per week Pay Details

$27.75 - $41.50 USD

Job Description 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. Depth & Scope Works in a bank location and will be accountable to 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 Demonstrates proficiency and in‑depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and to act as an experienced liaison with internal partners in small business, wealth, commercial and lending Acquires, retains and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting Proactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs‑based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners Delivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate Adheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements Engages in conversations with clients about loan products; facilitates the application intake. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) Establishes and maintains strong working relationships with partners via ongoing meetings and collaboration to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc. Partners regularly with the Wealth Financial Advisor including warm referrals and joint pipeline and joint pipeline review meetings to prepare for future client interactions. Provides ongoing coaching and ongoing feedback to bank staff on effective methods to articulate the program's value and make Premier referrals for mass affluent clients Responsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures Responsible for implementing TD’s client Identification Program (CIP) by collecting and verifying required customer identification information and performing other client Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures 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 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 Equal Opportunity Employer 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. #J-18808-Ljbffr TD