Premier Banker- Commack

Work Location

Commack, New York, United States of America

40 hours per week

$27.75 – $41.50 USD per hour. Compensation may vary by candidate skills, experience, location and business needs.

Personal & Commercial Banking

As the Premier Banker you will be the primary contact for a complex client portfolio of mass‑affluent clients, managing the full banking relationship, driving growth, deepening relationships, and retaining clients through a consultative, advice‑based approach.

• Manage and grow a mass‑affluent book of business, proactively addressing banking needs.
• Demonstrate deep knowledge of banking and credit products, and act as a liaison with 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 and recommend solutions.
• Deliver excellent client service and escalated issue management as appropriate.
• Adhere to all relevant retail/wealth policies, procedures, FINRA, and regulatory requirements.
• Engage clients about loan products, facilitate application intake, and maintain an active NMLS registration.
• Collaborate with partners to identify opportunities for relationship deepening across wealth, commercial, and other banking segments.
• Provide coaching to bank staff on articulating program value and generating Premier referrals.
• Implement TD’s Client Identification Program (CIP) and other AML due‑diligence requirements.

• High School Diploma or GED (required).
• Bachelor’s degree or equivalent experience preferred.
• 2+ years of financial/banking experience.
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred.
• Life & Health license preferred.
• Experience with retail and small‑business banking and with mass‑affluent 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, demonstrating product knowledge.
• Perform routine and complex client transactions with high service standards.
• Build relationships via proactive outreach, engagement, and partnership referrals.
• Use relationship tools for needs‑based conversations and proactive advice.
• Educate clients on banking preferences and current promotions.
• Support the bank’s customer service strategy.
• Advocate for clients with proactive insights and recommendations.
• Consider impact on TD, clients, and stakeholders in decision making.
• Provide high‑level service when interacting with internal partners or vendors.
• Serve as a single point of contact for client needs across products and services.

• Contribute to operational excellence by ensuring compliance with regulations and internal policies.
• Prepare documentation that accurately reflects client intentions and complies with rules.
• Apply compliance policies to all transactions and record appropriate documentation.
• Engage with clients regarding loan applications and conduct loan closings.
• Meet performance metrics and store goals.

• Promote a positive work environment aligned with TD’s brand and culture.
• Participate in personal performance and development activities.
• Act as an internal and external brand champion.
• Collaborate with team members to achieve organizational goals.
• Demonstrate strong selling and relationship‑building skills.
• Maintain attention to quality, organization, and self‑motivation.
• Pursue continuous improvement and quality standards.
• Take ownership of career progression and seek diverse feedback.
• Embrace change and participate in TD’s shared commitments.
• Model quality service in every client interaction.
• Support an inclusive culture and provide extraordinary employee experience.
• Possibly mentor new colleagues.
• Leverage partner expertise to achieve mutual goals.
• Lead coaching on mass‑affluent portfolio growth across bank locations.

• This position is classified as a Loan Originator…