Premier Banker- Doral

Nous et certains tiers sélectionnés utilisons des technologies et des outils de suivi (témoins) pour recueillir des renseignements sur votre utilisation de ce site Web. Les témoins essentiels soutiennent les fonctionnalités de base du site, la sécurité et la protection des renseignements personnels. Ils restent activés à moins que vous les désactiviez dans les paramètres de votre navigateur. Si vous choisissez de désactiver les témoins essentiels, certaines fonctionnalités du site Web pourraient ne pas fonctionner comme prévu, ce qui pourrait nuire à votre expérience. Les témoins non essentiels recueillent certains renseignements sur votre utilisation de notre site Web, qui fournissent des données supplémentaires et peuvent également être utilisés par des tiers à leurs propres fins et conformément à leurs politiques en matière de protection des renseignements personnels et de témoins. Les témoins non essentiels demeurent désactivés, à moins que vous choisissiez de les accepter. Pour obtenir de plus amples renseignements, consultez notre **.*** 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* 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* 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* 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* 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* 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 #J-18808-Ljbffr TD Bank