Private Banking Client Associate II - Greenville, SC

Work Location:

Hours:

Pay Details:

TD 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 candidates skills and experience job-related knowledge geographic location and other specific business and organizational needs.

As 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.

Line of Business:

Job Description:

The Private Banking Client Associate II provides day-to-day service to Private Banking Clients in conjunction with Private Banking Officers. The Private Banking Client Associate II will often be the primary interface with high net worth individuals troubleshooting and finding ways to fulfill their banking needs. They are the understudy to the Private Banking Officer identifying opportunities for the Private Banking Officer to discuss more complex planning issues or product needs with the Client.

Depth & Scope:

• Performs a broad range of tasks and follows established procedures to identify and implement the most suitable solution
• Coordinates with all departments within the bank to answer questions solve issues and generally be the face of the bank in day-to-day transactions with the Clients
• Assists in compiling/creating presentations for the Clients
• Maintains bank records
• Accompanies the Private Banking Officer as requested on prospect and Client calls to further the relationship
• Interfaces with all back office departments product groups TD Capital and TD Insurance
• Sells the banks basic services and over time looks for opportunities to cross-sell bank products
• Opens all types of deposit accounts and performs transactions within and between those accounts
• Responsible for understanding and adhering to TD Wealth AML/ATF Policies and Procedures
• Responsible for implementing TDs Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit AML procedures
• Identifies opportunities to make referrals to internal business partners
• Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
• Understands and applies unit operating procedures/policies to all aspects of account administration
• Consistently exercises discretion in managing correspondence information; escalates issues where required
• Coordinates workflows with other internal groups to ensure a smooth Client experience

Education & Experience:

• Bachelors degree or progressive work experience in addition to experience below
• 4-6 Years of related experience
• Proven ability to interact with high net worth individuals and top level executives
• Advanced communications skills
• Ability to make mature and educated decisions with minimal guidance with strong problem-solving ability and superior follow-up skills
• Must have vast knowledge of all areas of the bank
• Proven ability to multitask prioritize organize and pay close attention to detail
• Must possess outstanding Customer service skills via phone and sales servicing skills
• Ability to deal with back offices in a positive supportive manner as well as the ability to deliver superior service at all times in a fast-paced and changing environment

Who We Are:
TD is one of the worlds leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day we deliver legendary customer experiences to over 27 million households and businesses in Canada the United States and around the world. More than 95000 TD colleagues bring their skills talent and creativity to the Bank those we serve and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers communities and colleagues.

TD is deeply committed to being a leader in customer experience that is why we believe that all colleagues no matter where they work are customer facing. As we build our business and deliver on our strategy we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether youve got years of banking experience or are just starting your career in financial services we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs were here to support you towards your goals. As an organization we keep growing and so will you.

Our Total Rewards Package

Our 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

Additional Information:
Were delighted that youre considering building a career with TD. Through regular development conversations training programs and a competitive benefits plan were committed to providing the support our colleagues need to thrive both at work and at home.

Colleague Development
If youre interested in a specific career path or are looking to build certain skills we want to help you succeed. Youll 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. Whether you have a passion for helping customers and want to expand your experience or you want to coach and inspire your colleagues there are many different career paths within our organization at TD and were committed to helping you identify opportunities that support your goals.

Training & Onboarding
We will provide training and onboarding sessions to ensure that youve got everything you need to succeed in your new role.

Interview Process
Well 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.

Accommodation

TD 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.

If 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.