Mass Affluent Banker & Relationship Advisor

TD; Cherry Hill Township (NJ); On-site; USD 54,000 - 80,000; Full time

Job summary

TD Bank is seeking a Premier Banker to manage a mass affluent client portfolio and deliver TD's model of convenience, sales, and advice. This role focuses on growing and deepening client relationships by proactive outreach and coordinating with internal partners across Wealth, Small Business, Lending, and Commercial areas.

The Premier Banker will maintain an active NMLS registration, discuss loan products, and ensure adherence to regulatory requirements while delivering legendary service to a

Qualifications

• HS Diploma or GED (required)
• Bachelor’s / University degree or equivalent experience preferred
• 2+ years financial / banking experience
• SIE exam strongly preferred
• Life & Health license preferred
• Active NMLS registration upon hire
• Consultative sales experience required

Responsibilities

• Delivers the TD Premier program to eligible Clients
• Knowledgeable in products and services to educate and advise clients
• Establishes and nurtures client relationships through proactive outreach
• Uses client relationship tools to engage in needs-based conversations
• Partners with Wealth Financial Advisor for referrals and joint opportunities
• Leads coaching and development for bank staff on Premier referrals
• Adheres to TD & TD Wealth policies and procedures
• Engages in loan application processes and ensures compliance with regulations

Skills

Consultative sales

Relationship building

Regulatory knowledge

Active listening

Communication skills

Education

HS Diploma

Bachelor’s degree preferred

Job description

TD Bank is seeking a Premier Banker to manage a mass affluent client portfolio and deliver TD's model of convenience, sales, and advice. This role focuses on growing and deepening client relationships by proactive outreach and coordinating with internal partners across Wealth, Small Business, Lending, and Commercial areas.

The Premier Banker will maintain an active NMLS registration, discuss loan products, and ensure adherence to regulatory requirements while delivering legendary service to a