Premier Banker- One Vanderbilt
$57,720–$86,320 year
On-site · New York City, New York, United States
Job Summary
Premier Banker at TD Bank One Vanderbilt location develops and manages a mass affluent client book, delivering an advice-based banking experience with proactive outreach, deep product knowledge, and coordination with internal partners to meet clients’ financial needs. Responsibilities include growing and deepening client relationships, converting referrals and leads through needs-based conversations, providing education and solutions across banking, lending, wealth, and small business services, maintaining regulatory compliance, and acting as a trusted educator and advisor to clients while collaborating with Wealth, Commercial, Small Business, Lending teams and partners. The role requires proactive client outreach via phone, email, and appointments, exceptional client service, and the ability to navigate and adhere to AML/CIP and mortgage regulations. Must maintain active NMLS registration and meet regulatory requirements; involves occasional travel and in-office presence at a TD location.
Required Qualifications
- HS Diploma or GED (required)
- Bachelor's / University degree or equivalent experience preferred
- 2+ years financial / banking experience
- Must maintain an active registration status with NMLS (Nationwide Mortgage Licensing System and Registry) upon hire
- Securities Industry Essentials Exam (SIE) strongly preferred
- Life & Health license preferred
- Understanding and experience with retail and small business banking; experience interacting with Mass Affluent and high net worth clients
- Must be eligible for employment with a covered financial institution under Regulation Z and must be eligible for registration as a registered mortgage loan originator with the NMLS
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