Mass Affluent Premier Banker

TD Bank; Cranston (RI); On-site; USD 53,560 - 80,080; Full time

Job summary

TD Bank in Cranston, RI is hiring a Premier Banker to manage a mass affluent client book and deliver personalized banking relationships. You will proactively reach out to clients, assess financial needs, and coordinate with specialists to tailor solutions.

You will engage in needs-based conversations, present appropriate banking options, and connect clients with Wealth, Lending, and other partners to enhance wealth and banking outcomes.

Qualifications

• 2+ years financial / banking experience required.
• SIE exam completion strongly preferred.
• NMLS registration required upon hire.
• Life & Health license preferred.
• Consultative sales experience is essential.

Responsibilities

• Delivers the TD Premier program to eligible clients.
• Provides needs-based advice and education on banking products.
• Leads client outreach via phone, email, and in-person meetings.
• Coordinates with Wealth, Small Business, Lending and other partners.
• Maintains regulatory compliance and high service standards.

Skills

2+ years financial / banking

SIE certification optional

NMLS registration mandatory

Life & Health license preferred

Consultative sales experience

Education

HS Diploma or GED

Bachelor's / University degree or equivalent

Job description

TD Bank in Cranston, RI is hiring a Premier Banker to manage a mass affluent client book and deliver personalized banking relationships. You will proactively reach out to clients, assess financial needs, and coordinate with specialists to tailor solutions.

You will engage in needs-based conversations, present appropriate banking options, and connect clients with Wealth, Lending, and other partners to enhance wealth and banking outcomes.