Mass Affluent Premier Banker | Build Lasting Wealth

TD; Franklin Lakes (NJ); On-site; USD 39,000 - 58,000; Full time

Job summary

TD Bank, in Franklin Lakes, New Jersey, seeks a Premier Banker who delivers the TD Premier program to a mass affluent client portfolio. You will proactively manage relationships, provide education on banking products, and coordinate with internal partners to meet clients’ financial needs.

The role requires 2+ years banking experience, strong relationship-building, and active NMLS registration. SIE exam or Life/Health licenses are preferred, with a focus on compliant, advisory service.

Qualifications

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

Responsibilities

• Delivers the TD Premier program to eligible Clients.
• Knowledgeable in products and services to educate and advise clients.
• Establishes and nurtures client relationships through proactive outreach and ongoing engagement.
• Assists clients with loan applications and coordinates referrals to specialists.
• Maintains compliance with TD/Wealth policies and regulatory requirements.
• Leads ongoing coaching and development for team on Mass Affluent growth.

Skills

Relationship building

Client outreach

Financial knowledge

NMLS compliance

Consultative sales

SIE exam

Education

HS Diploma or GED

Bachelor's degree preferred

Job description

TD Bank, in Franklin Lakes, New Jersey, seeks a Premier Banker who delivers the TD Premier program to a mass affluent client portfolio. You will proactively manage relationships, provide education on banking products, and coordinate with internal partners to meet clients’ financial needs.

The role requires 2+ years banking experience, strong relationship-building, and active NMLS registration. SIE exam or Life/Health licenses are preferred, with a focus on compliant, advisory service.