Mass Affluent Banker & Client Relationship Expert

TD Bank; Franklin (NJ); On-site; USD 38,572 - 57,859; Full time

Job summary

TD Bank is seeking a Premier Banker in Franklin Lakes, NJ, to manage a mass affluent client portfolio with a consultative, advice-based approach. You will grow and deepen relationships, coordinate with partners to meet financial needs, and ensure compliance with banking regulations.

The role requires a high-energy, detail-oriented professional with 2+ years in banking, HS diploma or GED, and active NMLS registration. SIE and licenses are preferred for advancement.

Qualifications

• HS Diploma or GED required.
• Bachelor's degree or equivalent experience preferred.
• 2+ years financial/banking experience.
• Securities Industry Essentials Exam (SIE) strongly preferred.
• Life & Health license preferred.
• Must maintain active NMLS registration upon hire.

Responsibilities

• Deliver Premier Banker's level of service to mass affluent clients.
• Build and deepen relationships through proactive outreach and needs-based conversations.
• Coordinate with internal partners to provide integrated financial solutions.
• Ensure compliance with regulatory requirements and bank policies.
• Provide education and advisory support, including loan applications and product referrals.

Skills

Consultative sales

Relationship building

Client service skills

Regulatory awareness

Education

HS Diploma or GED

Bachelor's degree or equivalent experience

Job description

TD Bank is seeking a Premier Banker in Franklin Lakes, NJ, to manage a mass affluent client portfolio with a consultative, advice-based approach. You will grow and deepen relationships, coordinate with partners to meet financial needs, and ensure compliance with banking regulations.

The role requires a high-energy, detail-oriented professional with 2+ years in banking, HS diploma or GED, and active NMLS registration. SIE and licenses are preferred for advancement.