Mass Affluent Banker: Relationship Growth & Advisory

TD Bank; Farmingville (NY); Hybrid; USD 50,000 - 80,000; Full time

Benefits offered by this job

Health and well-being benefits

Paid time off including Vacation and Holiday PTO

Career development and mentoring programs

Job summary

TD Bank is seeking a Premier Banker in Farmingville, New York. This experienced banker will manage a portfolio of mass affluent clients, proactively addressing their banking needs and ensuring a high level of client service.

The role requires strong financial knowledge and consultative sales experience. A high school diploma is required, with preference for a bachelor's degree and previous banking experience. Competitive salary and benefits provided.

Qualifications

• 2+ years of financial/banking experience required.
• Successful completion of Securities Industry Essentials Exam (SIE) preferred.
• Must maintain an active registration status with NMLS upon hire.

Responsibilities

• Manage and address banking needs of mass affluent clients.
• Deliver excellent client service and escalate issues when necessary.
• Proactively engage in client outreach and conduct needs-based conversations.

Skills

Financial / banking experience

Client relationship building

Consultative sales experience

Understanding of retail banking

Ability to provide financial advice

Education

HS Diploma or GED

Bachelor's / University degree preferred

Job description

TD Bank is seeking a Premier Banker in Farmingville, New York. This experienced banker will manage a portfolio of mass affluent clients, proactively addressing their banking needs and ensuring a high level of client service.

The role requires strong financial knowledge and consultative sales experience. A high school diploma is required, with preference for a bachelor's degree and previous banking experience. Competitive salary and benefits provided.