Premier Banker- Copley Sq

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.

• 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.

• 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

• 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.

• 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.

• 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.

Never: 0%;
Occasional: 1-33%;
Frequent: 34-66%;
Continuous: 67-100%

• Domestic Travel – Occasional
• In…