Premier Banker- Franklin Lakes

Job Details

Work Location: Franklin Lakes, New Jersey, United States of America

Hours: 40 hrs/week

Pay: $27.75 - $41.50 USD per hour

Line of Business: Personal & Commercial Banking

The Premier Banker will serve as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach and guidance, this role manages the complete banking relationship, connects clients to specialists, and delivers TD’s model of convenience, sales, and advice, ensuring a personalized, connected experience.

• 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; act as a liaison with internal partners in small business, wealth, commercial and lending.
• Acquire, retain, and deepen relationships by converting referrals, leads, and outbound prospecting.
• Proactively engage in client outreach via phone, e‑mail, appointments, and other means; conduct needs‑based conversations, review and analyze financial information, suggest solutions, and coordinate introductions with appropriate partners.
• Deliver excellent client service, review moderately complex client concerns, and appropriately escalates banking‑related issues or risks.
• Adhere to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements.
• Engage in conversations with clients about loan products, facilitate application intake, and maintain an active NMLS registration.
• Establish and maintain strong working relationships with partners through ongoing meetings and collaboration to deepen relationships in Wealth, Commercial, Small Business, and Lending.
• Provide ongoing coaching and feedback to bank staff on effective methods to articulate program value and make Premier referrals for mass affluent clients.
• Implement TD’s client Identification Program (CIP) and perform required due‑diligence and enhanced due‑diligence as outlined in the AML procedures.

• HS Diploma or GED (required).
• Bachelor's or university degree or equivalent experience preferred.
• 2+ years of financial or banking experience.
• Consultative sales experience required.
• Active NMLS registration upon hire.
• Strong understanding and experience with retail and small business banking and interaction with mass‑affluent and high‑net‑worth clients.
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred.
• Life & Health license preferred.

• Domestic travel – occasional
• International travel – none
• Performing sedentary work – continuous
• Performing multiple tasks – continuous
• Operating standard office equipment – continuous
• Responding quickly to sounds – occasional
• Sitting – continuous
• Standing – occasional
• Walking – occasional
• Moving safely in confined spaces – occasional
• Lifting/Carrying (under 25 lbs.) – occasional
• Lifting/Carrying (over 25 lbs.) – occasional
• Squatting – occasional
• Bending – occasional
• Kneeling – occasional
• Crawling – occasional
• Climbing – occasional
• Reaching overhead – occasional
• Reaching forward – occasional
• Pushing – occasional
• Pulling – occasional
• Twisting – occasional
• Concentrating for long periods of time – continuous
• Applying common sense to deal with problems involving standardized situations – continuous
• Reading, writing and comprehending instructions – continuous
• Adding, subtracting, multiplying and dividing – continuous

Our Total Rewards package includes base salary, variable compensation, health and well‑being benefits, savings and retirement programs, paid time off (Vacation PTO, Flex PTO, Holiday PTO), banking benefits, career development, and reward and recognition programs.

TD Bank is an equal‑opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.