Private Banking Client Associate II - Greenville, SC

Work Location:

Greenville, South Carolina, United States of America

Hours:

40

Pay Details:

$24.00 - $33.50 USD

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 candidate's 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:

TD Wealth

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:

• Bachelor's 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

Customer Accountabilities:

• Understands and supports the Bank's Customer Service Strategy
• Considers the impact of decisions on the well-being of TD, its Customers and stakeholders
• Provides the highest level of Customer service when dealing with internal partners, vendors or our Customers - WOW at every opportunity
• Model quality service delivery at every interaction
• Leads and contributes to the ongoing improvement of the partner/Customer experience within the team

Employee/Team Accountabilities:

• Be engaged in advancing and sustaining a unique, inclusive culture that reflects TD's diversity agenda, and creates an extraordinary employee experience
• Participates fully as a member of the team and contribute to a positive work environment
• Ensures ongoing communication with the team on the status / progress of projects and issues / points of interest
• Actively shares information and knowledge and proactively learn from the expertise of others

Who We Are:

TD 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.

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:
We’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.

Colleague Development

If 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.

 

If 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.  

We'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.

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

Interview Process
We’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.

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 USWAPTDO@td.com.  Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.