Mass Affluent Premier Banker

TD Bank, N.A.

Myrtle Beach (SC)

On-site

USD 36,000 - 54,000

Full time

2 days ago
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Job summary

TD Bank, N.A. in Myrtle Beach, SC is seeking a Premier Banker to manage a complex mass affluent client portfolio.

You will be the primary contact, delivering TD’s model of convenience, sales and advice, while coordinating with specialists to meet financial needs. The role requires deep knowledge of banking products, proactive outreach, strong relationship building, and compliance with FINRA/AML requirements.

Qualifications

  • HS Diploma or GED (required).
  • Bachelor's / University degree or equivalent experience preferred.
  • 2+ years financial / banking experience.
  • SIE exam preferred; Life & Health license preferred.
  • Active registration with NMLS preferred.

Responsibilities

  • Deliver the Premier program to eligible Clients.
  • Engage in needs-based conversations and coordinate with partners.
  • Educate clients on products and services and provide proactive advice.
  • Maintain compliance with regulations and internal policies.

Skills

Outreach & relationship building
Customer service
Consultative selling

Education

HS Diploma or GED
Bachelor's / University degree or equivalent experience

Job description

TD Bank, N.A. in Myrtle Beach, SC is seeking a Premier Banker to manage a complex mass affluent client portfolio.

You will be the primary contact, delivering TD’s model of convenience, sales and advice, while coordinating with specialists to meet financial needs. The role requires deep knowledge of banking products, proactive outreach, strong relationship building, and compliance with FINRA/AML requirements.

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