Premier Banker- Leesburg

TD • Leesburg, VA

5d • $28 - $42 • Onsite

About The Position

The Premier Banker serves as the primary contact for a complex portfolio of mass affluent clients. Working from a bank location, the role proactively manages clients’ complete banking relationships and connects them with specialists to address their financial needs. The position focuses on growing, deepening, and retaining client relationships through personalized service, convenience, sales, and advice.

The Premier Banker uses in-depth knowledge of banking and credit products, offerings, and processes to explain solutions and coordinate with partners across wealth, commercial, small business, and lending. The role conducts client outreach and needs-based conversations, reviews financial information, recommends appropriate solutions, supports loan applications and closings, and delivers excellent service while following applicable policies and regulatory requirements. It also supports bank staff through coaching on the Premier program and referrals for the mass affluent segment.

This position is a Loan Originator and Mortgage Loan Originator under applicable federal regulations. The employee must meet eligibility requirements for employment with a covered financial institution and for NMLS registration. Satisfactory criminal background and credit report checks, along with required applicant disclosures and certifications, are required.

Requirements

• High school diploma or GED required.
• At least 2 years of financial or banking experience.
• Consultative sales experience required.
• Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS) upon hire.
• Must be eligible for employment with a covered financial institution under Regulation Z requirements.
• Must be eligible for registration as a registered mortgage loan originator under the SAFE Act and applicable regulations.
• Satisfactory criminal background check and credit report check, and required statements or certifications regarding government agency or authority findings.
• Strong relationship-building and selling skills.
• Detail-oriented, well-organized, self-starting, and energetic, with strong attention to quality.
• Understanding and experience with retail and small business banking and experience interacting with mass affluent and high-net-worth clients.
• Ability to follow applicable banking, lending, compliance, documentation, and AML procedures.

Nice To Haves

• Bachelor’s or university degree, or equivalent experience.
• Successful completion of the Securities Industry Essentials Exam (SIE).
• Life and Health license.

Responsibilities

• Grow, deepen, and retain relationships with a mass affluent client portfolio through proactive, advice-based banking support.
• Acquire and retain mass affluent clients by converting referrals and leads and conducting outbound prospecting.
• Conduct outreach by phone, email, appointments, and other means; meet with clients to assess needs, review financial information, recommend solutions, and coordinate partner introductions.
• Explain banking and credit products and serve as a liaison to partners in small business, wealth, commercial, and lending.
• Deliver the TD Premier program to eligible clients and provide end-to-end advice, education, and personalized service.
• Address client concerns, resolve service needs, and escalate banking-related issues and risks when appropriate.
• Discuss loan products and applications with clients, facilitate application intake, prepare documents, and conduct loan closings.
• Maintain strong partner relationships through regular collaboration, including warm referrals and joint pipeline reviews with Wealth Financial Advisors.
• Coach bank staff on articulating the Premier program’s value and making referrals for mass affluent clients; provide ongoing coaching in assigned locations.
• Implement client identification, due diligence, and enhanced due diligence requirements under applicable AML procedures.
• Follow Retail and Wealth policies, procedures, FINRA requirements, banking regulations, and TD policies; ensure transactions and documentation are accurate and compliant.
• Meet individual and store performance metrics and contribute to operational excellence.
• Collaborate with colleagues and business partners, participate in performance and development activities, and model quality service and TD’s culture.

Benefits

• Base salary and variable compensation or incentive awards, including potential cash and/or equity incentive awards through an incentive plan.
• Health and well-being benefits.
• Savings and retirement programs.
• Paid time off, including Vacation PTO, Flex PTO, and Holiday PTO.
• Banking benefits and discounts.
• Career development, training, mentoring programs, and reward and recognition.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level
• Education Level: High school or GED