Mass Affluent Premier Banker — Elite Client Advisory

TD; Elmwood Park (NJ); On-site; USD 37,000 - 58,000; Full time

Job summary

TD is seeking a Premier Banker in Elmwood Park, NJ, to act as the primary contact for a mass affluent client portfolio. You will deliver TD’s model of convenience, sales, and advice, building trusted relationships and connecting clients with specialists to meet financial needs.

The role requires 2+ years in financial services, an active NMLS registration, and a strong consultative sales approach. Strong knowledge of credit products and proactive outreach are essential for success.

Qualifications

• HS Diploma or GED required.
• 2+ years financial/banking experience.
• Active NMLS registration upon hire.
• SIE exam completion preferred.
• Life & Health license preferred.
• Consultative sales experience required.
• Experience with mass affluent clients preferred.

Responsibilities

• Grow, deepen, and retain a mass affluent client book.
• Proactively engage clients via phone, email, and appointments.
• Explain banking solutions and coordinate with internal partners.
• Provide exceptional service and address complex client needs.
• Adhere to FINRA, regulatory, and TD policies.

Skills

Consultative selling

Client relationship building

Mass affluent experience

Education

HS Diploma or GED

Bachelor's degree preferred

SIE Exam preferred

Life & Health license preferred

Tools

NMLS registration

Job description

TD is seeking a Premier Banker in Elmwood Park, NJ, to act as the primary contact for a mass affluent client portfolio. You will deliver TD’s model of convenience, sales, and advice, building trusted relationships and connecting clients with specialists to meet financial needs.

The role requires 2+ years in financial services, an active NMLS registration, and a strong consultative sales approach. Strong knowledge of credit products and proactive outreach are essential for success.