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Premier Banker- West Babylon at TD Bank - ApplyBlast

Premier Banker- West Babylon

TD Bank

4 months ago

West Babylon, New York

Onsite

Full Time

Junior

0 applicants

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About this role

The Premier Banker serves as the primary contact for mass affluent clients, managing comprehensive banking relationships to drive growth and retention. This role involves proactively outlining financial solutions, coordinating with internal specialists across wealth and lending teams, and delivering personalized service. The position requires converting leads, conducting needs-based conversations, and adhering to strict regulatory compliance standards.

Responsibilities

Manage and grow relationships with mass affluent client portfolios
Analyze financial information and suggest appropriate banking solutions
Acquire new clients by converting referrals and outbound prospecting
Coordinate introductions with partners in wealth management and lending
Ensure compliance with AML, regulatory, and banking policies

Skills

Qualifications

HS Diploma or GEDActive NMLS RegistrationSecurities Industry Essentials Exam (SIE) preferred

About TD Bank

td.com

Headquarters

Toronto, Ontario, Canada

Company Size

10001+ employees

Founded

2007

View Profile

TD Bank is a U.S.-based retail and commercial bank offering a wide range of personal and business financial products, including checking and savings accounts, credit cards, personal loans, mortgages, and home equity options. The bank provides online and mobile banking services as well as in-store appointments with banking specialists. TD Bank is FDIC-insured and operates as the U.S. subsidiary of Toronto-Dominion Bank (TD Bank Group).