Mass Affluent Premier Banker | Banking & Wealth Advisory

TD Bank; Cherry Hill Township (NJ); On-site; USD 36,000 - 52,000; Full time

Job summary

TD Bank in Cherry Hill, New Jersey, is seeking a Premier Banker to serve as the primary contact for a complex mass affluent client portfolio. You will deliver TD's model of convenience, sales, and advice, and connect clients to specialists to meet all financial needs.

The role focuses on growing and deepening relationships through proactive outreach, needs-based conversations, and coordination with internal partners in Wealth, Small Business, and Lending.

Qualifications

• HS Diploma or GED required.
• Bachelor’s degree preferred.
• 2+ years financial / banking experience.
• SIE exam preferred.
• Life & Health license preferred.
• Experience with mass affluent and high net worth clients preferred.
• Active NMLS registration required upon hire.
• Consultative sales experience required.

Responsibilities

• Delivers the TD Premier program to eligible clients.
• Educates clients on products and services to advise and refer as needed.
• Establishes and nurtures client relationships through proactive outreach and needs-based conversations.

Skills

Consultative sales

Relationship management

Customer service

Financial products knowledge

Education

HS Diploma or GED

Bachelor's degree preferred

SIE exam preferred

Life & Health license preferred

Job description

TD Bank in Cherry Hill, New Jersey, is seeking a Premier Banker to serve as the primary contact for a complex mass affluent client portfolio. You will deliver TD's model of convenience, sales, and advice, and connect clients to specialists to meet all financial needs.

The role focuses on growing and deepening relationships through proactive outreach, needs-based conversations, and coordination with internal partners in Wealth, Small Business, and Lending.