Mass Affluent Banker & Relationship Advisor

TD; Cherry Hill Township (NJ); In loco; USD 35.000 - 53.000; Tempo pieno

Descrizione del lavoro

TD Bank is seeking a Premier Banker in Cherry Hill, NJ to manage a mass affluent client portfolio with an advice-based approach. You will grow relationships, connect clients to specialists, and deliver TD’s model of convenience, sales, and service.

Ideal candidates have 2+ years banking experience, SIE preferred, and active NMLS registration. This on-site role offers growth, rewards, and a supportive team environment within Personal & Commercial Banking.

Competenze

• 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 required upon hire.
• Consultative sales experience required.

Mansioni

• Grow, deepen, and retain mass affluent client relationships through proactive outreach and needs-based conversations.
• Explain banking solutions and coordinate with internal partners across Wealth, Small Business, Lending and Commercial teams.
• Provide high level service, resolve moderately complex client concerns, and escalate risks when needed.
• Stay compliant with TD Bank & TD Wealth policies, AML and CIP requirements.
• Coach and support branch staff in delivering the Premier program to eligible clients.

Conoscenze

Relationship building

Consultative sales

Customer service

Banking knowledge

Communication

Formazione

HS Diploma or GED

Bachelor's degree or equivalent experience

SIE Exam

Life & Health license

Active NMLS registration

Strumenti

NMLS

Descrizione del lavoro

TD Bank is seeking a Premier Banker in Cherry Hill, NJ to manage a mass affluent client portfolio with an advice-based approach. You will grow relationships, connect clients to specialists, and deliver TD’s model of convenience, sales, and service.

Ideal candidates have 2+ years banking experience, SIE preferred, and active NMLS registration. This on-site role offers growth, rewards, and a supportive team environment within Personal & Commercial Banking.