Private Banking Associate II — Elevate Wealth Relationships

TD Bank; Greenville (SC); On-site; USD 33,062 - 46,149; Full time

Job summary

TD Bank in Greenville, SC is seeking a Private Banking Client Associate II to provide day-to-day service to Private Banking Clients in collaboration with Private Banking Officers. You will be the primary interface for high net worth individuals, helping to fulfill their banking needs and maintaining client relationships.

The role involves coordinating with bank departments, preparing client presentations, managing deposit accounts, and supporting AML/CIP procedures while seeking opportunities to

Qualifications

• Bachelor's degree or progressive work experience in addition to experience below.
• 4–6 years of related experience.
• Ability to interact with high net worth individuals and top executives.

Responsibilities

• Provide day-to-day service to Private Banking Clients with Private Banking Officers.
• Serve as primary interface with high net worth individuals, solving issues and fulfilling banking needs.
• Coordinate with bank departments to answer questions and support day-to-day transactions.
• Assist in compiling/creating client presentations and maintaining records.
• Support CIP/AML procedures and identify cross-sell opportunities.

Skills

Advanced communications

Customer service

Relationship building

Multitasking

Education

Bachelor's degree or progressive work experience

Job description

TD Bank in Greenville, SC is seeking a Private Banking Client Associate II to provide day-to-day service to Private Banking Clients in collaboration with Private Banking Officers. You will be the primary interface for high net worth individuals, helping to fulfill their banking needs and maintaining client relationships.

The role involves coordinating with bank departments, preparing client presentations, managing deposit accounts, and supporting AML/CIP procedures while seeking opportunities to