Premier Banker- Forest Hills/Queens Blvd

TD; New York (NY); On-site; USD 38,000 - 57,000; Full time

Job summary

TD in Forest Hills, New York is seeking a Premier Banker to manage a mass affluent client portfolio and deliver TD's model of convenience, sales, and advice. You will proactively grow, deepen, and retain relationships while connecting clients to specialists for comprehensive financial needs.

Responsibilities include outreach via calls, emails, appointments, and referrals; offering banking and credit solutions; and coordinating with partners to provide a connected, legenday service for a valued

Qualifications

• Experience servicing mass affluent clients in banking or wealth management.
• Proven ability to grow and retain client relationships.
• Strong knowledge of banking and credit products and processes.
• Active engagement via calls, meetings, and referrals.

Responsibilities

• Manage a mass affluent book of business with proactive outreach.
• Explain banking solutions and liaise with internal partners.
• Acquire and deepen relationships through referrals and prospecting.
• Deliver excellent client service and escalate issues when needed.
• Maintain regulatory and policy compliance.

Skills

Relationship management

Sales & advisory skills

Financial product knowledge

Prospecting & outreach

Communication skills

Job description

Work Location

Forest Hills, New York, United States of America

Work Location

Forest Hills, New York, United States of America

Hours

40

Pay Details

$27.75 - $41.50 USD

TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line Of Business

Personal & Commercial Banking

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