Mass Affluent Premier Banker

TD; Bluffton (SC); On-site; USD 36,000 - 54,000; Full time

Job summary

TD Bank is seeking a Premier Banker in Bluffton, SC to manage a mass affluent client portfolio and deliver a personalized banking experience. The role emphasizes relationship-building, cross-functional collaboration, and proactive client outreach to identify financial solutions.

The position requires active NMLS registration, strong knowledge of banking products, and a commitment to compliant customer service and regulatory guidelines.

Qualifications

• HS Diploma or GED is required.
• Bachelor's degree or equivalent experience preferred.
• SIE exam strongly preferred.

Responsibilities

• Serves as primary contact for a mass affluent client portfolio.
• Manages client relationships and coordinates with internal partners to meet financial needs.
• Proactively reaches out to clients and conducts needs-based conversations.

Skills

Customer service

Relationship building

Sales experience

Education

HS Diploma or GED

Bachelor's degree or equivalent experience

SIE Exam (preferred)

Job description

TD Bank is seeking a Premier Banker in Bluffton, SC to manage a mass affluent client portfolio and deliver a personalized banking experience. The role emphasizes relationship-building, cross-functional collaboration, and proactive client outreach to identify financial solutions.

The position requires active NMLS registration, strong knowledge of banking products, and a commitment to compliant customer service and regulatory guidelines.