Mass Affluent Client Advisor — Premier Banking

TD Bank; Mullica Township (NJ); On-site; USD 35,473 - 53,037; Full time

Benefits offered by this job

Career development opportunities

Fair and equitable compensation

Job summary

TD Bank is seeking a Premier Banker in Mullica Hill, New Jersey, to manage a complex portfolio of mass affluent clients. The role focuses on growing, deepening, and retaining client relationships by providing personalized service and recommending banking solutions tailored to clients' needs.

Ideal candidates will have 2+ years in banking, a consultative sales approach, and a strong understanding of banking products. This full-time position offers a competitive salary range and opportunities for professional development.

Qualifications

• 2+ years financial/banking experience.
• Successful completion of the Securities Industry Essentials Exam (SIE) preferred.
• Understanding and experience with retail and small business banking.

Responsibilities

• Manage and deepen relationships with mass affluent clients.
• Conduct needs-based conversations and suggest appropriate banking solutions.
• Ensure compliance with banking regulations and policies.

Skills

Consultative sales experience

Proficiency in banking and credit products

Strong relationship building

Client service skills

Education

HS Diploma or GED (required)

Bachelor's/University degree or equivalent experience (preferred)

Tools

Client relationship tools

Job description

TD Bank is seeking a Premier Banker in Mullica Hill, New Jersey, to manage a complex portfolio of mass affluent clients. The role focuses on growing, deepening, and retaining client relationships by providing personalized service and recommending banking solutions tailored to clients' needs.

Ideal candidates will have 2+ years in banking, a consultative sales approach, and a strong understanding of banking products. This full-time position offers a competitive salary range and opportunities for professional development.