Private Banking Client Associate II - Greenville, SC

Work Location:

Greenville, South Carolina, United States of America

Hours:

40

Pay Details:

$24.00 - $36.00 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 w