Premier Banker- Forest Hills/Queens Blvd

TD•New York, NY

1d•$28 - $42•Onsite

About The Position

The Premier Banker serves as the primary contact for a complex portfolio of mass affluent clients. Through proactive outreach and advice-based conversations, the role manages clients’ overall banking relationships, identifies and addresses their needs, and connects them with appropriate specialists. The position focuses on growing, deepening, and retaining relationships by providing personalized service and delivering TD’s model of convenience, sales, and advice. Working in a bank location, the Premier Banker develops client relationships, converts referrals and leads, and conducts needs-based reviews of client financial information. The role requires knowledge of banking and credit products, collaboration with partners across Wealth, Commercial, Small Business, and Lending, and adherence to applicable banking, regulatory, AML, and internal policies. The position also supports bank staff through coaching on the Premier program and referrals, and may train or mentor newer colleagues. The role includes discussing loan products and applications, facilitating application intake, preparing documents, and conducting loan closings. It is classified as a loan originator and mortgage loan originator role, requiring active NMLS registration and eligibility under applicable standards. Employment is contingent on satisfactory criminal background and credit report checks and required applicant disclosures. The position is based at a bank location in Forest Hills, New York. Hours are listed as 40. TD describes its total rewards package as including base salary and variable compensation or incentive awards, health and well-being benefits, savings and retirement programs, paid time off, banking benefits and discounts, career development, and recognition. Training, onboarding, development conversations, an online learning platform, and mentoring programs are also described.

Requirements

High school diploma or GED.
At least 2 years of financial or banking experience.
Consultative sales experience.
Understanding of and experience with retail and small business banking.
Experience interacting with mass affluent and high-net-worth clients.
Must maintain active NMLS registration upon hire and be eligible for registration as a mortgage loan originator.
Must be eligible for employment with a covered financial institution under applicable Regulation Z standards.
Satisfactory criminal background and credit report checks, and required statements or certifications concerning government administrative, civil, or criminal findings.
Strong relationship-building and selling skills.
Detail-oriented, well-organized, self-starting, and energetic.
Ability to provide client service, communicate product knowledge, listen to client needs, and offer advice-based solutions or partner referrals.
Ability to understand and follow banking regulations, compliance policies, 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 through proactive relationship management and advice-based service.
Acquire, retain, and deepen client relationships by converting referrals and leads and conducting outbound prospecting.
Contact and meet with clients by phone, email, appointments, and other means to discuss needs, review financial information, recommend solutions, and coordinate referrals to partners.
Explain banking and credit products, services, processes, promotions, and tools to clients and prospective clients.
Deliver the TD Premier program to eligible clients and serve as a single point of contact, connecting clients with partners as needed.
Provide high-quality client service, address moderately complex concerns, and escalate banking issues or risks when appropriate.
Discuss loan products and applications, facilitate application intake, prepare loan documents, and conduct loan closings.
Maintain active NMLS registration and comply with Retail and Wealth policies, regulatory requirements, and applicable FINRA requirements.
Implement client identification, due diligence, and enhanced due diligence procedures under applicable AML requirements.
Build working relationships and collaborate with Wealth, Commercial, Small Business, Lending, and other internal partners.
Partner with Wealth Financial Advisors through warm referrals, joint pipeline reviews, and preparation for client interactions.
Coach bank staff on communicating the Premier program’s value and generating Premier referrals; provide ongoing coaching at assigned locations to support Mass Affluent portfolio growth.
Ensure documentation is accurate and compliant, and support operational excellence and business performance metrics.
Participate as a team member, contribute to a positive and inclusive workplace, and model quality service.
Pursue personal development, accept feedback, adapt to change, and seek opportunities to improve work quality.
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
Variable compensation or incentive awards, including potential cash and/or equity incentive awards through an incentive plan
Training and onboarding
Online learning platform
Mentoring programs