Premier Banker- Brooklyn Chinatown

TD•New York, NY

5d•$28 - $42•Onsite

About The Position

The Premier Banker is an experienced banker and the primary contact for a portfolio of mass affluent clients. The role proactively manages clients’ complete banking relationships, identifies and addresses their needs through advice-based conversations, and connects them with specialists when appropriate. The objective is to grow, deepen, and retain client relationships through convenience, sales, advice, and a personalized, connected experience. Working in a bank location, the Premier Banker builds and manages a mass affluent book of business, develops new relationships through referrals and prospecting, and regularly engages clients through calls, email, appointments, and other outreach. The role requires knowledge of banking and credit products and close collaboration with internal partners in wealth, commercial, small business, and lending. It also supports bank staff through coaching on the Premier program and referrals, and ensures compliance with applicable policies, regulations, customer identification, and due diligence requirements. The position includes discussing loan products, facilitating application intake, preparing documents, and conducting loan closings. An active NMLS registration is required upon hire. This role is based at a bank location in Brooklyn, New York, and is listed for 40 hours. The posted pay range is $27.75–$41.50 per hour. TD describes its total rewards package as including base salary and variable compensation, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition. The company also offers training and onboarding, development conversations, online learning, and mentoring programs.

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.
Understanding of and experience with retail and small business banking, including interaction with mass affluent and high-net-worth clients.
Strong relationship-building and selling skills.
Detail-oriented, well-organized, self-starting, and energetic, with strong attention to quality.
Must meet eligibility requirements for employment with a covered financial institution and for NMLS mortgage loan originator registration.
Satisfactory criminal background check and credit report check, and required applicant statements or certifications regarding government agency or authority findings.
Ability to perform the described physical and cognitive activities, including continuous sedentary work, sitting, multitasking, operating standard office equipment, concentrating, reading, writing, comprehending instructions, and basic arithmetic.

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 relationship management.
Acquire, retain, and deepen client relationships by converting referrals and leads and conducting outbound prospecting.
Contact clients through phone, email, appointments, and other means; conduct needs-based conversations, review financial information, recommend solutions or service options, and coordinate partner introductions.
Explain banking and credit products, offerings, and processes, and serve as a liaison with internal partners in small business, wealth, commercial, and lending.
Deliver the TD Premier program to eligible clients and serve as their single point of contact by exploring products and services and connecting them with partners as needed.
Provide client service, address moderately complex concerns, and escalate banking issues or risks when appropriate.
Discuss loan products and applications with clients, facilitate application intake, prepare documents, and conduct loan closings.
Maintain strong working relationships with business partners through ongoing meetings and collaboration to identify relationship-deepening opportunities.
Partner with Wealth Financial Advisors on warm referrals, joint pipelines, and pipeline review meetings to prepare for client interactions.
Coach bank staff on communicating the Premier program’s value and making referrals for mass affluent clients; provide ongoing coaching in assigned locations to support segment growth.
Collect and verify customer identification information and perform required client due diligence and enhanced due diligence under applicable AML procedures.
Follow relevant Retail and Wealth policies, procedures, FINRA requirements, regulatory banking requirements, and TD policies and procedures.
Ensure client and business documentation is accurate and reflects intentions and applicable requirements; apply compliance policies and regulations to transactions and records.
Meet individual and store performance metrics and contribute to operational excellence and a compliant bank location.
Support the Bank’s customer service strategy and provide end-to-end advice through educational resources, consultative support, and proactive insights and recommendations.
Collaborate with colleagues and partners, contribute to the team’s success, participate in performance and development activities, and model quality service and TD’s culture.
May train and mentor newer colleagues.

Benefits

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
Reward and recognition
Training and onboarding
Online learning platform
Mentoring programs
Variable compensation or incentive awards, potentially including cash and/or equity awards