Premier Banker- St Augustine- Lewis Point

Work Location:

Saint Augustine, Florida, United States of America

Hours:

40

Pay Details:$25.75 - $38.50 USDTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience  compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.

As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.

Line of Business:

Personal & Commercial Banking

Job Description:

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.

Depth & Scope:

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

Education & Experience:

HS Diploma or GED (required)
Bachelor's / University degree or equivalent experience preferred2+ years financial / banking experience

Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred

Life & Health license preferred

Understanding and…