Premier Banker- Wall

Work Location:

New York, New York, United States of America

Hours:

40 hours/week

Pay Details:

US $27.75 – 41.50 per hour

Line of Business:

Personal & Commercial Banking

The Premier Banker is an experienced banker, serving 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 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.

• Accountable for growing, deepening, and retaining strong relationships with a mass‑affluent book of business by proactively managing and addressing banking needs with an advice‑based approach.
• Demonstrate proficiency and in‑depth knowledge in banking and credit products, explaining solutions to clients and acting as liaison with internal partners.
• Acquire, retain, and deepen relationships with new mass‑affluent clients by converting referrals, leads, and outbound prospecting.
• Proactively engage in client outreach via phone, e‑mail, appointments, and other means; regularly meet with clients to conduct needs‑based conversations, review and analyze financial information, suggest appropriate solutions, and coordinate introductions.
• Deliver excellent client service, review moderately complex client concerns, and appropriately escalates banking‑related issues and 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 while maintaining active NMLS registration.
• Establish and maintain strong working relationships with partners through ongoing meetings and collaboration to identify areas for relationship deepening across Wealth, Commercial, Small Business, Lending, etc.
• Provide ongoing coaching and feedback to bank staff on effective methods to articulate the program’s value and make Premier referrals for mass‑affluent clients.
• Implement TD’s client Identification Program (CIP) by collecting and verifying required customer identification and performing due diligence as outlined in AML procedures.

• High‑school diploma or GED (required).
• Bachelor’s or University degree preferred.
• At least 2 years of financial or banking experience.
• Successful completion of Securities Industry Essentials Exam (SIE) strongly preferred.
• Life & Health license preferred.
• Experience with retail and small‑business banking; experience interacting with mass‑affluent and high‑net‑worth clients.
• Maintain active NMLS registration upon hire.
• Consultative sales experience required.

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

• Domestic Travel – Occasional
• International Travel – Never
• 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 – Continuous
• Applying common sense to deal with problems – Continuous
• Reading, writing, and comprehending instructions – Continuous
• Adding, subtracting, multiplying and dividing – Continuous

If you are an applicant with a disability and need accommodations to complete the application process, please email:  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.

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.