Mass Affluent Banking Advisor & Relationship Builder

TD Bank, N.A.; Newburyport (MA); On-site; USD 54,000 - 80,000; Full time

Job summary

TD Bank, N.A. is seeking a Premier Banker to manage a mass affluent client portfolio, delivering an advisory-based banking relationship. You will connect clients with specialists to meet financial needs and differentiate with personalized service.

The role emphasizes proactive outreach, strong product knowledge, and collaboration with Wealth and Lending teams to grow and retain relationships while maintaining regulatory standards.

Qualifications

• Mass affluent banking experience or familiarity with affluent clients preferable.
• Proven ability to build and deepen client relationships.

Responsibilities

• Proactively manage a mass affluent client book with an advisory approach.
• Outreach to clients via phone, email, and appointments to assess needs.
• Coordinate with Wealth, Small Business, Lending and other partners to deliver tailored solutions.

Skills

Mass affluent

Relationship building

Sales

Education

HS Diploma or GED

SIE preferred

NMLS registration preferred

Life & Health license preferred

Job description

TD Bank, N.A. is seeking a Premier Banker to manage a mass affluent client portfolio, delivering an advisory-based banking relationship. You will connect clients with specialists to meet financial needs and differentiate with personalized service.

The role emphasizes proactive outreach, strong product knowledge, and collaboration with Wealth and Lending teams to grow and retain relationships while maintaining regulatory standards.