Premier Banker- Astoria

Description The Premier Banker is an experienced banker who serves as the primary contact for a complex portfolio of mass affluent clients. The role manages the full banking relationship, connects clients to specialists, and delivers TD’s model of convenience, sales, and advice with a personalized, connected experience. The goal is to grow, deepen, and retain client relationships while providing legendary service. 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 in banking and credit products and explain solutions to clients while acting as a liaison with internal partners in small business, wealth, commercial, and lending. Acquire, retain, and deepen relationships with new mass affluent clients through 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 timely escalations. Adhere to all relevant Retail/Wealth policies, procedures, FINRA, and regulatory banking requirements. Engage in loan product conversations, facilitate application intake, and maintain active NMLS registration. Establish and nurture strong working relationships with partners; collaborate on relationship deepening opportunities across Wealth, Commercial, Small Business, and Lending. Provide coaching and feedback to bank staff on articulating program value and making Premier referrals. Understand and implement TD’s client Identification Program (CIP) and AML procedures. Education & Experience HS Diploma or GED (required) Bachelor’s degree or equivalent experience preferred 2+ years of financial/banking experience Completion of the Securities Industry Essentials Exam (SIE) strongly preferred Life & Health license preferred Experience with retail and small business banking and high net worth clients Active NMLS registration upon hire Consultative sales experience required Customer Accountabilities Deliver the TD Premier program to eligible clients. Act as an educator and advisor using product knowledge. Perform routine and multi-step customer transactions. Proactively nurture client relationships through outreach, engagement, and product knowledge. Use client relationship tools for needs‑based conversations. Educate clients on promotions, campaigns, and banking tools. Support the Bank’s Customer Service Strategy. Provide end‑to‑end advice built on trust, consultation, and proactive insights. Consider impact of decisions on TD, clients, and stakeholders. Deliver highest level of service to internal partners or vendors. Serve as single point of contact to clients, connecting them with partners as needed. Shareholder Accountabilities Champion operational excellence, review compliance, and mitigate risks. Ensure accurate and compliant documentation of client intentions. Apply compliance policies to all transactions. Engage in loan application discussions and closings. Meet individual or store performance metrics. Employee/Team Accountabilities Contribute to a positive work environment aligned with TD’s model, brand, and culture. Participate in personal performance and development activities. Act as a brand champion internally and externally. Collaborate with team members for organizational success. Demonstrate strong relationship‑building and sales skills. Be detail‑oriented, organized, self‑starter with high energy. Seek opportunities to improve work delivery with quality focus. Take ownership of career, seek diverse feedback, and embrace change. Participate in TD’s Shared Commitments and model quality service. Advance an inclusive culture reflecting TD’s diversity agenda. Mentor newer colleagues when appropriate. Leverage partner expertise to achieve mutual goals. Lead continuous coaching supporting the Mass Affluent segment. Physical Requirements Never: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100% 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 OCC This position falls within the definition of Loan Originator under Regulation Z and Mortgage Loan Originator under the SAFE Act. Must be eligible for employment with a covered financial institution under Regulation Z. Must be registered as a mortgage loan originator with NMLS per the SAFE Act. Must pass a criminal background check and credit report check; provide required certifications. Benefits TD’s Total Rewards package includes base salary, variable compensation/incentive awards, health and well‑being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO, Holiday PTO), banking benefits and discounts, career development, and reward and recognition. EEO Statement 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 [email protected] and include your full name, contact information, and the accommodation needed. #J-18808-Ljbffr