Private Banking Client Associate Ii - Greenville, Sc

TD Bank

Greenville, South Carolina, United States
Base: $24.00 - $36.00 usd; bonus/equity: not speci...
High net worth individual interaction
Troubleshooting banking needs
Cross-selling bank products
The Private Banking Client Associate II provides day-to-day service to Private Banking Clients in conjunction with Private Banking Officers, often serving as the primary interface with high net worth individuals

Job Summary

  • The Private Banking Client Associate II provides day-to-day service to Private Banking Clients in conjunction with Private Banking Officers, often serving as the primary interface with high net worth individuals.
  • Responsibilities include troubleshooting client needs, coordinating with bank departments, maintaining records, and identifying opportunities for cross-selling bank products.
  • TD is committed to providing fair and equitable compensation, growth opportunities, and skill development, with a focus on delivering superior service and fostering deep client relationships.

Matching Summary

The Private Banking Client Associate II provides day-to-day service to Private Banking Clients in conjunction with Private Banking Officers, often serving as the primary interface with high net worth individuals.

Salary

Base: $24.00 - $36.00 USD; Bonus/Equity: Not specified; Benefits: Not specified

Skills & Requirements

Must-have

  • High net worth individual interaction
  • Troubleshooting banking needs
  • Cross-selling bank products
  • Opening deposit accounts
  • Customer Identification Program (CIP)
  • AML/ATF Policies and Procedures

Nice-to-have

  • Proactive learning from others
  • Positive and supportive interactions
  • Advancing inclusive culture
  • Reimagining banking experience

Key Requirements

  • 4-6 Years of related experience
  • Bachelor's degree or progressive work experience
  • Advanced communication skills
  • Strong problem-solving ability
  • Vast knowledge of all bank areas
  • Eligible for NMLS registration

Work Rights

Not specified

Tailored Resume

Cover Letter