Mass Affluent Premier Banker — Client Advisor

TD Bank, N.A.; West Augustine (FL); On-site; USD 35,000 - 53,000; Full time

Job summary

TD Bank, N.A. seeks a Premier Banker to manage a mass affluent client portfolio, delivering proactive banking service and personalized advice.

You will grow relationships, connect clients with specialists, and ensure a high level of service across lending and wealth solutions. The role emphasizes relationship-building, proactive outreach, and adherence to regulatory standards, with an active NMLS registration requirement and potential interactions with internal partners across TD Wealth and

Qualifications

• HS Diploma or GED required.
• Bachelor's degree preferred.
• SIE exam preferred.
• Active NMLS registration required upon hire.

Responsibilities

• Grow and deepen relationships with mass affluent clients.
• Provide consultative banking advice and cross-sell TD products.
• Coordinate with internal partners in Wealth, Commercial, Small Business, Lending.
• Ensure compliance with TD policies and regulatory requirements.

Skills

Relationship management

Mass affluent banking

Retail banking

Outreach & advisory

Education

HS Diploma or GED

Bachelor's degree preferred

SIE exam preferred

Life & Health license preferred

Job description

TD Bank, N.A. seeks a Premier Banker to manage a mass affluent client portfolio, delivering proactive banking service and personalized advice.

You will grow relationships, connect clients with specialists, and ensure a high level of service across lending and wealth solutions. The role emphasizes relationship-building, proactive outreach, and adherence to regulatory standards, with an active NMLS registration requirement and potential interactions with internal partners across TD Wealth and