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Private Client Relationship Mgr I (Vt)

Company: TD Bank
Location: Essex Junction
Posted on: January 27, 2023

Job Description:

TD DescriptionAbout TD Bank, America's Most Convenient Bank -TD Bank, America's Most Convenient Bank, is one of the 10 largest banks in the U.S., providing over 9.8 million customers with a full range of retail, small business and commercial banking products and services at more than 1,100 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Auto Finance, a division of TD Bank, N.A., offers vehicle financing and dealer commercial services. TD Bank and its subsidiaries also offer customized private banking and wealth management services through TD Wealth -. TD Bank is headquartered in Cherry Hill, N.J.We offer a competitive salary and benefit program, including: comprehensive, affordable health care through medical, dental, and vision coverage; financial security withlife and disability insurance; opportunities to save using health savings and flexible spending accounts; retirement benefits to help prepare for the future; paid time off and work/life benefits to maintain a good balance.Job DescriptionThe Private Client Relationship Manager I (RM) is a high-touch point of client contact accountable to serve the unique and complex needs of clients in the high net worth segment. The Private Client Relationship Manager I will serve as the central point of contact for HNW clients across banking lending and High Net Worth Investing with expertise in banking and lending. The job partners with Investment Advisors and Trust Advisors to provide proactive client service to achieve greater share of wallet. The job will also be responsible for retaining and growing the client relationship and is accountable for exceeding clients' expectations for asset accumulation, preservation and growth.The Private Client Relationship Manager I is at the center of the Private Client Services model supporting an integrated Wealth Management offering by providing day-to-day account management, wealth management solutions (via partner referrals) and complex credit solutions for client and their businesses. In so doing, the Private Client Relationship Manager I must focus on maximizing clients' satisfaction with their Banking relationships, maximizing profitability of the portfolio, while ensuring minimum credit risk for Bank funds.Job RequirementsDemonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth.Ensures all NEW clients receive the complete on-boarding experience, which includes:A thorough client discovery leading to a truly exceptional Private Client Experience.An introduction to the IA and TA as per client need.Completion of all requisite client profiling documents..Must be eligible for employment under regulatory standards applicable to the position.May work with less complex clients. May bring in subject matter experts earlier in the client relationship.Ensures those existing clients, where it would add value, are provided with a Private Client Planning Experience.Effectively implements a process with CSAs to ensure every client receives an Annual Client Review (ACR) meeting with an enhanced agenda focused on the client's overall wealth needs, as well as a minimum of two annual pro-active contacts.Serves as the primary point of contact for TD Wealth client relationships; manages all aspects of the client's relationships with TD Bank.Executes a differentiated service model/experience for HNW clients.Deepens wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions. Maximizes profitability, while ensuring the client receives an exceptional client experience.Must be eligible for employment under regulatory standards applicable to the position.Qualifications4-year degree or the equivalent experience.7 years related experience in a production capacity (i.E. track record for meeting sales goals) required.Securities Licensed: Series 7, 63 + 65 or 66.Certified Financial Planner (CFP), preferred.Developing understanding of private banking business development techniques, products, services and overall industry.Moderate understanding and experience with commercial banking relationships and experience interacting with high-net worth clients.Consultative sales experience required.Ability to establish relationships and partner effectively with other departments with in TD Wealth and TD Bank, America's Most Convenient Bank.Personalized customer service skills, including ability to work with wide variety of clients and provide an exceptional level of service.Credit and financial analysis skills.Self-motivated, able to work independently, as well as part of a team working well with other team members and keeping all relevant individuals, including management, up to date in a timely manner.Excellent communication skills, both verbal and written.Proficiency in Microsoft Applications (PowerPoint, Excel, Word).Membership in civic and professional organizations required after employment.Ability to multitask and manage competing priorities effectively.Must have experience working within a highly collaborative team environment.InclusivenessAt TD, we are committed to fostering an inclusive, accessible environment, where all employees and customers feel valued, respected and supported. We are dedicated to building a workforce that reflects the diversity of our customers and communities in which we live in and serve, and creating an environment where every employee has the opportunity to reach their potential.If you are a candidate with a disability and need an accommodation to complete the application process, email the 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 application process.EOE/Minorities/Females/Veterans/Individuals with Disabilities/Sexual Orientation/Gender Identity.Job FamilyPrivate BankingJob Category PrimaryWealth ManagementJob Category(s)Sales & Business Development, Wealth ManagementHoursStandardHours/Availability DetailStandardBusiness LineTD Bank AMCBTime TypeFull TimeEmployment TypeRegularCountryUnited StatesStateVermontCityBurlingtonWork Location111 Main Street (Burlington)State (Primary)VermontCity (Primary)BurlingtonJob Expires03-Feb-2023

Keywords: TD Bank, New England , Private Client Relationship Mgr I (Vt), Other , Essex Junction, Northeast

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