Premier Banker- Newtown Square

TD Bank; Newtown Square (Delaware County); On-site; USD 36,000 - 54,000; Full time

Job summary

TD Bank in Newtown Square, PA seeks a Premier Banker to manage a mass affluent client portfolio, serving as the primary contact for their banking relationship. You will proactively outreach to clients, understand their financial needs, and connect them to specialists to fulfill requirements.

The role emphasizes selling, relationship growth, regulatory compliance, and delivering legendary service in a personalized, connected experience.

Qualifications

• HS Diploma or GED is required.
• Bachelor's degree or equivalent experience preferred.
• 2+ years financial/banking experience.
• SIE exam strongly preferred.
• Life & Health license preferred.
• Must maintain active NMLS registration upon hire.
• Consultative sales experience required.

Responsibilities

• Grow, deepen, and retain mass affluent client relationships with proactive outreach.
• Explain banking solutions with in-depth product knowledge and liaise with internal partners.
• Acquire, retain, and deepen relationships through referrals, leads, and prospecting.
• Provide excellent client service and escalate issues per policy and risk guidelines.
• Collaborate with Wealth, Commercial, Small Business, Lending teams to prepare for future interactions.

Skills

Consultative sales

Client service

Relationship management

Education

HS Diploma or GED

Bachelor's degree or equivalent

SIE exam preferred

Job description

Work Location

Newtown Square, Pennsylvania, United States of America

Hours

40

Pay Details

$25.75 - $38.50 USD

TD Compensation Philosophy

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.

Recruiter Dialogue encouragement

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 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

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 ref