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Job description
Onsite
nWest Peabody, Massachusetts
nFull time
nR_
nWork Location:
nWest Peabody, Massachusetts, United States of America
nHours:
n40
nPay Details:
n$25.75 - $41.50 USD
nTD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
nAs a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
nLine of Business:
nPersonal & Commercial Banking
nJob Description:
nThe Premier Banker is an experienced banker, servicing as the primary contact for a complex client portfolio of mass affluent clients. Through proactive outreach, this role manages mass affluent clients' complete banking relationship and connects clients to specialists to ensure all financial needs are met. The objective of the role is to grow, deepen, and retain client relationships by delivering TD’s model of convenience, sales, and advice, and differentiating with a personalized, connected experience. Premier Bankers play a critical role in delivering TD's mass affluent premier value, building lasting relationships and providing legendary service to a valued set of clients.
nDepth & Scope:
nnnWorks in a bank location and will be accountable to grow, deepen, and retain strong relationships with a mass affluent book of business by proactively managing and addressing their banking needs with an advice-based approach
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nnDemonstrates proficiency and in-depth knowledge in banking and credit products, offerings, and processes to fluently explain banking solutions to a client and to act as an experienced liaison with internal partners in small business, wealth, commercial and lending
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nnAcquires, retains and deepens relationships with new mass affluent clients by converting referrals, leads, and outbound prospecting
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nnProactively engages in client outreach (via phone, email, appointments, and other means) and regularly meets with clients to conduct needs-based conversations, review and analyze financial information, suggest appropriate solutions and/or service options, and coordinate introductions/interactions with appropriate partners
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nnDelivers excellent client service, reviews moderately complex clients concerns, and escalates banking related issues/risks when appropriate
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nnAdheres to all relevant Retail/Wealth policies, procedures, FINRA and regulatory banking requirements
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nnEngages in conversations with clients about loan products; facilitates the application intake. Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry)
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nnEstablishes and maintains strong working relationships with partners via ongoing meetings and collaboration to identify areas for relationship deepening in Wealth, Commercial, Small Business, Lending, etc.
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nnPartners regularly with the Wealth Financial Advisor including warm referrals and joint pipeline and joint pipeline review meetings to prepare for future client interactions.
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nnProvides ongoing coaching and ongoing feedback to bank staff on effective methods to articulate the program's value and make Premier referrals for mass affluent clients
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nnResponsible for understanding and adhering to regulations, TD Bank & TD Wealth Policies and Procedures
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nnResponsible for implementing TD’s client Identification Program (CIP) by collecting and verifying required customer identification information and performing other client Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
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n nEducation & Experience:
nnnHS Diploma or GED (required)
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nnBachelor's / University degree or equivalent experience preferred
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nn2+ years financial / banking experience
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nnSuccessful completion of the Securities Industry Essentials Exam (SIE) strongly preferred
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nnLife & Health license preferred
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nnUnderstanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients
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nnMust maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
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nnConsultative sales experience required
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n nCustomer Accountabilities:
nnnDelivers the TD Premier program to eligible Clients
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nnKnowledgeable in products and services to be able act as an educator and advisor to clients
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nnRequires established client service skills to perform a broad range of both routine and multi-step Customer transactions
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nnEstablishes and nurtures client relationships through proactive outreach, ongoing engagement, consistent display of product knowledge, actively listening to client needs and offering advice based solutions or partner referrals.
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nnUtilizes client relationship tools to engage in needs-based conversations to identify solutions and provide proactive advice
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nnUnderstands client's banking preferences with banking and educates clients & non- clients on current promotions and campaigns as well as tools and resources to make banking easier for the client
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nnUnderstands and supports the Bank's Customer Service Strategy
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nnDelivers client end-to-end advice they expect: (1) building trust with educational content & tools, (2) providing consultative support, and (3) advocating for them with proactive insights & recommendations
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nnConsiders the impact of decisions on the well-being of TD, its clients, and stakeholders
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nnProvides the highest level of client service when dealing with internal partners or vendors
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nnWorks as a single point of contact to clients by exploring various products or services and connecting the client with partners as needed
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n nShareholder Accountabilities:
nnnContributes to business objectives for Operational Excellence by championing and reviewing team against compliance with regulations; fully understanding accountability in driving an operationally sound location
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nnEnsures documentation that is prepared / completed is accurate and properly reflects client/ business intentions and is consistent with relevant rules / regulations
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nnApplies Compliance policies and regulations to all transactions to ensure integrity of proper compliance with all documentation that operational requirements are followed and that the appropriate documentation is recorded
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nnEngages in conversations with clients regarding loan applications, prepares documents, and conducts loan closings
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nnMeets individual / Store performance metrics
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n nEmployee/Team Accountabilities:
nnnContributes to a positive work environment by aligning to TD Model, Brand, and Culture by participating fully as a member of the team
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nnIs an active participant in personal performance and development activities
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nnActs as a brand champion both internally and externally
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nnCollaborates with team members in contributing to the success of the team and organization
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nnPartners as a team player
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nnStrong relationship building and selling skills
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nnDetail oriented, well organized, self-starter with high energy level
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nnActively seeks opportunities to improve delivery of work with high attention to quality standards
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nnActively takes ownership of own career and aspirations; seeks out diverse feedback to continuously develop and enhance skills
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nnPositively embraces change
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nnAdheres and participates in TD's Shared Commitments
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nnModels quality service at every client interaction
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nnIs engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
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nnMay train and act as a mentor to newer colleagues
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nnLeverages the expertise and capabilities of other businesses / partners to better achieve mutual goals in collaboration
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nnThe role is expected to lead continuous coaching in assigned bank locations on all topics supporting the growth of the Mass Affluent segment portfolio / book of business
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n nOCC:
nnnThis position falls within the definition of Loan Originator as defined under Regulation Z of the Truth in Lending Act, 12 CFR Part , and the definition of Mortgage Loan Originator as defined under the Secure and Fair Enforcement for Mortgage
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nnLicensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
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nnMust be eligible for employment with a covered financial institution under the standards established by Regulation Z of the Truth in Lending Act, 12 CFR Part
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nnMust be eligible for registration as a registered mortgage loan originator with the NMLS (Nationwide Mortgage Licensing
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nnSystem and Registry) in accordance with the Secure and Fair Enforcement for Mortgage Licensing Act of 2008 (SAFE Act), 12 U.S.C. §§ 5102 et seq., and its implementing regulations, 12 CFR Part 1007
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nnSatisfactory results on a criminal background check and a credit report check, and statements/certification from job applicant regarding administrative, civil, and/or criminal findings by any government agency/authority, are required by federal law for this position
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n nPhysical Requirements:
nNever: 0%; Occasional: 1-33%; Frequent: 34-66%; Continuous: 67-100%
nnnDomestic Travel – Occasional
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nnInternational Travel – Never
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nnPerforming sedentary work – Continuous
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nnPerforming multiple tasks – Continuous
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nnOperating standard office equipment - Continuous
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nnResponding quickly to sounds – Occasional
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nnSitting – Continuous
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nnStanding – Occasional
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nnWalking – Occasional
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nnMoving safely in confined spaces – Occasional
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nnLifting/Carrying (under 25 lbs.) – Occasional
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nnLifting/Carrying (over 25 lbs.) occasional
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nnSquatting – Occasional
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nnBending – Occasional
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nnKneeling Occasional
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nnCrawling – Occasional
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nnClimbing – Occasional
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nnReaching overhead – Occasional
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nnReaching forward – Occasional
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nnPushing – Occasional
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nnPulling – Occasional
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nnTwisting – Occasional
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nnConcentrating for long periods of time – Continuous
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nnApplying common sense to deal with problems involving standardized situations – Continuous
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nnReading, writing and comprehending instructions – Continuous
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nnAdding, subtracting, multiplying and dividing – Continuous
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n nThe above statements are intended to describe the general nature and level of work being performed by people assigned to this job. They are not intended to be an exhaustive list of all responsibilities, duties and skills required. The listed or specified responsibilities & duties are considered essential functions for ADA purposes.
nWho We Are:
nTD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we strive to make every interaction, product, and experience remarkably human and refreshingly simple for over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to foster deeper relationships, ensure disciplined execution, and build a simpler, faster banking experience. TD is deeply committed to being a leader in client experience, that is why we believe that all colleagues, no matter where they work, are client facing. Together, we are reimagining what banking can be for our clients, colleagues and communities.
nOur Total Rewards Package
nOur Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as 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, and reward and recognition. Learn more (
nAdditional Information:
nWe’re delighted that you’re considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we’re committed to providing the support our colleagues need to thrive both at work and at home.
nColleague Development
nIf you’re interested in a specific career path or are looking to build certain skills, we want to help you succeed. You’ll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities.
nIf you’re passionate about helping clients and building deep, lasting relationships, TD offers diverse career paths where you can grow your expertise and make a meaningful impact.
nWe're committed to your success and foster a respectful workplace where diverse perspectives are valued, everyone has fair opportunities to grow, and you can unlock your full potential to achieve your career goals. Here at TD, we hire and develop the best.
nTraining & Onboarding
nWe will provide training and onboarding sessions to ensure that you’ve got everything you need to succeed in your new role.
nInterview Process
nWe’ll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
nAccommodation
nTD Bank is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
nIf you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at . Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
nUS Labor & Employment Posters ( | California Privacy ( |
nAccessibility ( | FAQ (
nOur Values
nAt TD we’re guided by our purpose to enrich the lives of our customers, communities and colleagues, and share a set of values that shape our culture and guide our behavior. In exchange for how our colleagues show up to help TD succeed, we are committed to delivering a colleague experience grounded in Impact, Growth and a Culture of Care. No matter where you work across TD, we empower you to make an impact at work and in your community, explore and grow your career and be part of our caring and inclusive culture.
nOur Commitment to Diversity, Equity, and Inclusion
nAt TD, we’re committed to fostering an environment where all colleagues are encouraged to bring their authentic selves to work, experience equitable opportunities, and feel respected and supported. We’re dedicated to building an inclusive workforce that reflects the diversity of the customers and the communities in which we live and serve.
nHelping to Make an Impact in Communities – TD Ready Commitment
nTD has a long-standing commitment to help drive progress towards a more inclusive and sustainable future. That’s why we launched the TD Ready Commitment in 2018, now a multi-year North American initiative. Under the TD Ready Commitment, we are targeting a total of C$1 billion by 2030 in community giving across four key, interconnected drivers of change: Financial Security, Vibrant Planet, Connected Communities, and Better Health. It’s our goal to help support change, nurture progress, and contribute to making the world a better, more inclusive place for our customers, colleagues, and communities. Learn more: Canada ( | US ( | Europe & Asia Pacific (
nFederal law prohibits job discrimination based on race, color, sex, sexual orientation, gender identity, national origin, religion, age, equal pay, disability and genetic information.
Worksite address
peabody, MA, 01960, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.