Premier Banker- Moorestown

TD • Moorestown, NJ

7d • $26 - $39 • Onsite

About The Position

The Premier Banker is an experienced banker and primary contact for a complex portfolio of mass affluent clients. The role proactively manages clients’ complete banking relationships, identifies their financial needs, and connects them with appropriate specialists. Its objective is to grow, deepen, and retain client relationships by delivering convenience, sales, advice, and a personalized, connected experience. Premier Bankers build lasting relationships and provide service to TD’s mass affluent clients while working in a bank location.

The role requires in-depth knowledge of banking and credit products, offerings, and processes; consultative client engagement; coordination with Wealth, Commercial, Small Business, Lending, and other partners; and compliance with applicable banking, securities, mortgage, identification, and anti-money-laundering requirements. The Premier Banker also supports bank staff through coaching on the program’s value and referrals, and helps advance the growth of the Mass Affluent portfolio.

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 with NMLS under the SAFE Act.
• Satisfactory criminal background and credit report checks, as well as required applicant statements or certifications regarding government agency or authority findings.
• Understanding and experience with retail and small business banking and experience interacting with mass affluent and high-net-worth clients.
• Strong relationship-building and selling skills.
• Detail-oriented, well-organized, self-starter with a high energy level.
• Ability to deliver client service across routine and multi-step transactions, listen to client needs, and provide advice or partner referrals.
• Ability to understand and adhere to applicable regulations, TD Bank and TD Wealth policies, and 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 book of business through proactive, advice-based management of clients’ banking needs.
• Acquire, retain, and deepen relationships with mass affluent clients by converting referrals and leads and conducting outbound prospecting.
• Engage clients through phone, email, appointments, and other outreach; conduct needs-based conversations, review financial information, suggest solutions or service options, and coordinate introductions to partners.
• Explain banking and credit solutions and serve as an experienced liaison with internal Small Business, Wealth, Commercial, and Lending partners.
• Deliver the TD Premier program to eligible clients and serve as a single point of contact, exploring products and services and connecting clients with partners as needed.
• Provide client education, consultative support, proactive insights, recommendations, and advice-based solutions or partner referrals.
• Review client concerns, provide excellent service, 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 ongoing meetings and collaboration to identify opportunities to deepen client relationships.
• Partner with Wealth Financial Advisors through warm referrals and joint pipeline and pipeline-review meetings to prepare for future client interactions.
• Coach bank staff on articulating the program’s value and making Premier referrals, and lead ongoing coaching at assigned locations to support Mass Affluent portfolio growth.
• Implement TD’s Client Identification Program by collecting and verifying required identification information and completing due diligence and enhanced due diligence as required by AML procedures.
• Follow Retail and Wealth policies, procedures, FINRA requirements, regulatory banking requirements, and TD policies and procedures.
• Ensure transaction and client documentation is accurate, reflects client and business intentions, complies with applicable rules, and is properly recorded.
• Meet individual and store performance metrics and contribute to operational excellence and a positive, collaborative team environment.
• Participate in personal performance and development activities, seek feedback, improve work quality, embrace change, and act as a brand champion.
• Model quality service, contribute to an inclusive culture, and may train or 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 and mentoring programs
• Variable compensation and incentive awards, potentially including cash and/or equity incentive awards

What This Job Offers

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