Premier Banker- Southington- Main

Job Summary

The Premier Banker is an experienced banker who serves as the primary contact for a complex portfolio of mass affluent clients. The role focuses on growing, deepening, and retaining client relationships by delivering TD’s model of convenience, sales, and advice through a personalized, connected experience.

• Grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing banking needs.
• Demonstrate proficiency and in-depth knowledge in banking and credit products, explaining solutions fluently to clients and acting as liaison with internal partners (small business, wealth, commercial, lending).
• Acquire, retain, and deepen relationships with new mass affluent clients through referrals, leads, and outbound prospecting.
• Proactively engage in client outreach via phone, email, appointments, and other means; conduct needs‑based conversations, review 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 while maintaining an active NMLS registration.
• Establish and maintain strong working relationships with partners through ongoing meetings and collaboration to identify areas for relationship deepening.
• Provide ongoing coaching and feedback to bank staff on effective methods to articulate the program’s value and refer mass affluent clients.
• Implement TD’s client Identification Program (CIP) with associated due diligence requirements.
• Maintain adherence to TD Bank & TD Wealth policies, procedures, AML procedures, and regulatory compliance.

• HS Diploma or GED (required);
  Bachelor’s degree or equivalent experience preferred.
• 2+ years financial/banking experience.
• Successful completion of the Securities Industry Essentials Exam (SIE);
  Life & Health license preferred.
• Knowledge and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients.
• Consultative sales experience required.
• Active registration status with NMLS upon hire.
• Understanding and experience with loan product application intake.
• Strong client service skills and ability to conduct routine and multi‑step transactions.
• Strong communication, relationship building, organizational, and problem‑solving skills.
• Proficiency with client relationship tools and ability to use them to engage in needs‑based conversations.
• High energy level, self‑starter, and ability to work independently and collaboratively.

• Position is classified as Loan Originator under Regulation Z and SAFE Act; must be eligible for registration as a registered mortgage loan originator with NMLS.
• Must meet satisfactory results on a criminal and credit check and comply with required certification statements.

• Perform sedentary office work, operating standard office equipment, standing, walking, lifting 25 lbs.
• Occasional domestic travel; no international travel required.

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.