Mass Affluent Banker & Relationship Advisor

TD Bank, N.A.; Mariannes Corner (NJ); On-site; USD 38,000 - 57,000; Full time

Job summary

TD Bank in Clinton, New Jersey is seeking an experienced Premier Banker to service a mass affluent client portfolio with a focus on convenience, sales, and advisory services.

You will manage relationships, connect clients with specialists, and ensure financial needs are met through needs-based conversations and proactive outreach.

Adhere to regulatory requirements, maintain NMLS registration, and collaborate across Wealth, Commercial, and Lending partners to grow the book of business.

Qualifications

• HS Diploma or GED is required.
• Bachelor's degree or equivalent preferred.
• SIE exam strongly preferred.
• Life & Health license preferred.

Responsibilities

• Develop and deepen relationships with a mass affluent client base.
• Proactively outreach via phone, email, and meetings to review financial needs.
• Coordinate introductions with specialists to address client financial needs.

Skills

Client relationship management

Consultative sales

Relationship building

Regulatory compliance

Education

HS Diploma or GED

Bachelor's degree or equivalent

SIE Exam preferred

Life & Health license preferred

Tools

NMLS registration

Job description

TD Bank in Clinton, New Jersey is seeking an experienced Premier Banker to service a mass affluent client portfolio with a focus on convenience, sales, and advisory services.

You will manage relationships, connect clients with specialists, and ensure financial needs are met through needs-based conversations and proactive outreach.

Adhere to regulatory requirements, maintain NMLS registration, and collaborate across Wealth, Commercial, and Lending partners to grow the book of business.