Premier Banker- Harbor Plaza

Job Title

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.

Work Location:

Sewell, New Jersey, United States of America

Hours:

40

Pay Details: $25.75 - $38.50 USD

Line of Business:
Personal & Commercial Banking

Education & Experience:

• HS Diploma or GED (required)
• Bachelor's / University degree or equivalent experience preferred
• 2+ years financial / banking experience
• Successful completion of the Securities Industry Essentials Exam (SIE) strongly preferred
• Life & Health license preferred
• Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients
• Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
• Consultative sales experience required

Customer Accountabilities:

• Delivers the TD Premier program to eligible Clients
• Knowledgeable in products and services to be able act as an educator and advisor to clients
• Requires established client service skills to perform a broad range of both routine and multi-step Customer transactions
• Establishes and nurtures client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, actively listening to client needs and offering advice based solutions or partner referrals.
• Utilizes client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice
• Understands client's banking preferences with banking and educates clients & non- clients on current promotions and campaigns as well as tools and resources to make banking easier for the client
• Understands and supports the Bank's Customer Service Strategy
• Delivers client end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
• Considers the impact of decisions on the well-being of TD, its clients, and stakeholders
• Provides the highest level of client service when dealing with internal partners or vendors
• Works as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed

Shareholder Accountabilities:

• Contributes to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations; fully understanding accountability in driving an operationally sound location
• Ensures documentation that is prepared / completed is accurate and properly reflects client/ business intentions and is consistent with relevant rules / regulations
• Applies Compliance policies and regulations to all transactions to ensure integrity of proper compliance with all documentation that operational requirements are followed and that the appropriate documentation is recorded
• Engages in conversations with clients regarding loan applications, prepares documents, and conducts loan closings
• Meets individual / Store performance metrics

Employee/Team Accountabilities:

• Contributes to a positive work environment by aligning to TD Model, Brand, and Culture by participating fully as a member of the team
• Is an active participant in personal performance and development activities
• Acts as a brand champion both internally and externally
• Collaborates with team members in contributing to the success of the team and organization
• Partners as a team player
• Strong relationship building and selling skills
• Detail oriented, well organized, self-starter with high energy level
• Actively seeks opportunities to improve…