Mass Affluent Premier Banker

TD; New York (NY); On-site; USD 58,000 - 86,000; Full time

Job summary

TD Bank in Staten Island, NY seeks a Premier Banker to manage a mass affluent client portfolio, delivering TD’s model of convenience, sales, and advice. You will act as a trusted advisor, facilitating introductions to specialists and ensuring comprehensive banking solutions.

As an experienced banker, you will proactively engage clients, assess financial needs, and coordinate with internal partners to deepen relationships, while complying with regulatory standards and maintaining NMLS

Qualifications

• HS Diploma or GED required.
• Bachelor's degree preferred.
• 2+ years financial / banking experience.
• SIE exam strongly preferred.
• Life & Health license preferred.
• Must maintain an active NMLS registration upon hire.

Responsibilities

• Delivers the TD Premier program to eligible clients.
• Provides education and advisory support on banking products and services.
• Cultivates and deepens mass affluent client relationships.
• Proactively engages in outreach via phone, email, and meetings.
• Ensures adherence to TD policies, FINRA and regulatory requirements.
• Coordinates with internal partners for referrals and joint opportunities.
• Manages loan applications and supports mortgage-related processes.

Skills

Relationship building

Consultative sales

NMLS registration

Communication

Education

HS Diploma or GED

Bachelor's degree preferred

SIE exam preferred

NMLS registration

Job description

TD Bank in Staten Island, NY seeks a Premier Banker to manage a mass affluent client portfolio, delivering TD’s model of convenience, sales, and advice. You will act as a trusted advisor, facilitating introductions to specialists and ensuring comprehensive banking solutions.

As an experienced banker, you will proactively engage clients, assess financial needs, and coordinate with internal partners to deepen relationships, while complying with regulatory standards and maintaining NMLS