Associate Private Client Relationship Manager (ARM) (US)

Company: TD Bank
Location: Greenville
Posted on: May 15, 2022

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 more than 8 million customers with a full range of retail, small business and commercial banking products and services at approximately 1,300 convenient locations throughout the Northeast, Mid-Atlantic, Metro D.C., the Carolinas and Florida. In addition, TD Bank and its subsidiaries offer customized private banking and wealth management services through TD Wealth -, and vehicle financing and dealer commercial services through TD Auto Finance. TD Bank is headquartered in Cherry Hill, N.J. To learn more, visit . Find TD Bank on Facebook at and on Twitter at TD Bank, America's Most Convenient Bank, is a member of TD Bank Group and a subsidiary of The Toronto-Dominion Bank of Toronto, Canada, a top 10 financial services company in North America. The Toronto-Dominion Bank trades on the New York and Toronto stock exchanges under the ticker symbol "TD". To learn more, visit DescriptionDepth & Scope:--- May work with less complex clients. May bring in subject matter experts earlier in the client relationship as needed--- 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 Legendary service --- Effectively executes a proactive outreach effort across all clients to enhance and expand the overall relationship--- Leverages the availability of Specialists (Taxes, Trust and Estate) in an effort to interest the client in deepening their relationship with TD Wealth--- Executes in a manner that is compliant with regulations, policies and procedures--- Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g. OCC, SEC, FINRA etc.). Ensures all Continuing Education requirements--- are attained--- 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--- Contributes to a positive and constructive work environment with a focus on supporting the overall Wealth team--- Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that set TD Wealth apart from our competitors--- Represents TD Wealth to the general public in a professional manner--- Is involved in Employee's community and support TDBG charity and community initiativesJob RequirementsMust be eligible for employment under regulatory standards applicable to the position.Education & Experience:--- 4-year degree or the equivalent experience--- 3 years related experience in a production or client support capacity (i.e. track record of high client satisfaction and retention) required--- Securities Licensed: Series 7, 63 + 65 or 66--- Understanding of HNW client needs and products and services available to clients within the segment--- Consultative sales experience preferred--- Ability to establish relationships and partner effectively with other departments within 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--- 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--- Ability to work within a highly collaborative team environmentInclusivenessAt 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.

Keywords: TD Bank, Greenville , Associate Private Client Relationship Manager (ARM) (US), Executive , Greenville, South Carolina