Mass Affluent Banker: Relationship & Lending Expert

TD; Newtown Square (Delaware County); On-site; USD 73,839,000 - 110,318,000; Full time

Job summary

TD is seeking a Premier Banker in Newtown Square, PA to manage a mass affluent client portfolio. You will deliver TD's model of convenience, sales, and advice, coordinating with specialists to meet client needs.

The role emphasizes relationship building, advisory conversations, and compliant service delivery. Responsibilities include growing a mass affluent book, engaging in needs-based conversations, and coordinating with Wealth, Small Business, and Lending partners to provide tailored

Qualifications

• HS Diploma or GED required; bachelor’s degree preferred.
• 2+ years financial/banking experience.
• Active NMLS registration required upon hire.
• SIE exam and licenses preferred; knowledge of retail and wealth products.

Responsibilities

• Grow, deepen, and retain mass affluent client relationships.
• Proactively outreach via phone, email, and meetings to assess needs.
• Educate clients on banking products and coordinate with partners.
• Ensure compliance with policies, FINRA, and regulatory requirements.
• Collaborate with Wealth Advisor and internal partners for referrals.

Skills

Relationship building

Client advisory

Needs-based selling

Financial product knowledge

Education

HS Diploma or GED

Bachelor’s degree preferred

Tools

NMLS registration

Job description

TD is seeking a Premier Banker in Newtown Square, PA to manage a mass affluent client portfolio. You will deliver TD's model of convenience, sales, and advice, coordinating with specialists to meet client needs.

The role emphasizes relationship building, advisory conversations, and compliant service delivery. Responsibilities include growing a mass affluent book, engaging in needs-based conversations, and coordinating with Wealth, Small Business, and Lending partners to provide tailored