Mass Affluent Premier Banker

TD Bank; Springfield (VA); On-site; USD 38,000 - 57,000; Full time

Job summary

TD Bank in Springfield, VA seeks a Premier Banker to serve as the primary contact for a mass affluent client portfolio. You will manage relationships, proactively outreach, and coordinate with specialists to meet financial needs with advice-based solutions.

Responsibilities include growing relationships, explaining banking products, and collaborating with internal partners to deliver TD's personalized, legendary service to clients.

Qualifications

• HS Diploma or GED required.
• Bachelor's degree or equivalent experience preferred.
• 2+ years financial / banking experience.
• SIE exam completion strongly preferred.
• Life & Health license preferred.
• Active NMLS registration required upon hire.
• Consultative sales experience required.

Responsibilities

• Grow, deepen, and retain a mass affluent book of business.
• Proactively engage clients via phone, email, and appointments.
• Explain banking products and coordinate with internal partners.
• Provide education and advice while maintaining CIP and regulatory standards.

Skills

Consultative sales

Relationship management

Mass affluent clients

Financial products knowledge

Education

HS Diploma or GED

Bachelor's degree preferred

Job description

TD Bank in Springfield, VA seeks a Premier Banker to serve as the primary contact for a mass affluent client portfolio. You will manage relationships, proactively outreach, and coordinate with specialists to meet financial needs with advice-based solutions.

Responsibilities include growing relationships, explaining banking products, and collaborating with internal partners to deliver TD's personalized, legendary service to clients.