Premier Banker- Nanuet

TD • Nanuet, NY

7d • $28 - $42 • Onsite

About The Position

The Premier Banker serves as the primary contact for a complex portfolio of mass affluent clients, proactively managing their complete banking relationships and connecting them with specialists to address their financial needs. The role focuses on growing, deepening, and retaining client relationships by delivering convenient, advice-based banking and a personalized, connected client experience. The position works in a bank location and also supports the growth of the Mass Affluent portfolio through ongoing coaching at assigned bank locations.

The Premier Banker advises clients on banking and credit products, conducts needs-based conversations, reviews financial information, facilitates loan applications and closings, and coordinates with partners across wealth, commercial, small business, and lending. The role is accountable for strong client service, regulatory and policy compliance, operational excellence, individual and store performance metrics, and collaboration with colleagues and partners. It may include training and mentoring newer colleagues.

Requirements

• High school diploma or GED.
• At least 2 years of financial or banking experience.
• Consultative sales experience.
• Understanding and experience with retail and small business banking, including experience interacting with mass affluent and high-net-worth clients.
• Must maintain active registration status with the Nationwide Mortgage Licensing System and Registry (NMLS) upon hire and be eligible for NMLS registration.
• Must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
• Satisfactory criminal background check and credit report check, and required applicant statements or certifications regarding government-agency findings.
• Strong relationship-building and selling skills.
• Detail-oriented, well-organized, self-starting, and energetic, with strong attention to quality standards.
• Ability to use client relationship tools and provide advice-based solutions or partner referrals.
• Ability to adhere to applicable banking, lending, compliance, and documentation requirements.

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

• Manage and grow a portfolio of mass affluent clients by proactively addressing their banking needs and deepening and retaining relationships.
• Acquire and retain new mass affluent clients by converting referrals and leads and conducting outbound prospecting.
• Conduct client outreach by phone, email, appointments, and other means; hold needs-based conversations, review financial information, recommend suitable solutions or service options, and coordinate introductions to partners.
• Explain banking and credit products, services, promotions, campaigns, tools, and resources to clients and prospective clients.
• Serve as a single point of contact for clients and provide advice-based service, including connecting clients with appropriate internal partners.
• Deliver the TD Premier program to eligible clients and support the Bank's Customer Service Strategy.
• Engage with clients regarding loan products and applications, facilitate application intake, prepare documents, and conduct loan closings.
• Maintain active working relationships with Wealth, Commercial, Small Business, Lending, and other partners; coordinate warm referrals and joint pipeline reviews with Wealth Financial Advisors.
• Provide coaching and ongoing feedback to bank staff on articulating the Premier program's value and making referrals; lead continuous coaching on topics that support Mass Affluent portfolio growth.
• Review client concerns, address routine and multi-step transactions, and escalate banking issues or risks when appropriate.
• Follow Retail and Wealth policies, procedures, FINRA and regulatory banking requirements, and applicable TD policies and procedures.
• Implement the Client Identification Program by collecting and verifying customer identification and completing applicable due diligence and enhanced due diligence.
• Ensure transaction and client documentation is accurate, reflects client and business intentions, and meets compliance and operational requirements.
• Meet individual and store performance metrics and contribute to operational excellence.
• Collaborate with colleagues and business partners, contribute to a positive and inclusive team environment, and model quality service.
• Participate in personal development activities, seek feedback, adapt to change, and may train or mentor newer colleagues.
• Complete occasional domestic travel and perform the physical and cognitive tasks listed for the role.

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, and mentoring programs.
• Reward and recognition programs.

What This Job Offers

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