Premier Banker- Boca Raton Powerline

Work Location

Boca Raton, Florida, United States of America

40 hours per week

$25.75 - $38.50 USD

Personal & Commercial Banking

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.

• 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,…