Mass Affluent Premier Banker - Growth & Advisory

TD Bank, N.A.; Mullica Hill (NJ); On-site; USD 36,000 - 54,000; Full time

Job summary

TD Bank, N.A. is seeking a Premier Banker to manage a complex mass affluent client portfolio and deliver TD's model of convenience, sales and advice. The role focuses on growing relationships, proactive outreach, and connecting clients with specialists to meet all financial needs.

The Premier Banker will serve as a primary contact, perform needs-based conversations, and collaborate with internal partners to provide personalized, connected banking experiences for a valued set of clients.

Qualifications

• Experience serving mass affluent clients and managing complex banking relationships.
• Proficient in advisory conversations, needs-based solutions, and cross-sell opportunities.
• Knowledge of banking products, credit offerings, and regulatory requirements.

Responsibilities

• Grow and deepen relationships with mass affluent clients through proactive outreach.
• Coordinate with partners in Wealth, Small Business, Lending and Wealth Advisors.
• Provide exceptional service while ensuring compliance with policies and regulations.
• Assist clients with loan applications and related banking needs.

Skills

Mass affluent banking

Relationship management

Client outreach

NMLS

Regulatory compliance

FINRA knowledge

Education

HS Diploma or GED

Bachelor's degree preferred

Tools

CRM systems

NMLS registry

Job description

TD Bank, N.A. is seeking a Premier Banker to manage a complex mass affluent client portfolio and deliver TD's model of convenience, sales and advice. The role focuses on growing relationships, proactive outreach, and connecting clients with specialists to meet all financial needs.

The Premier Banker will serve as a primary contact, perform needs-based conversations, and collaborate with internal partners to provide personalized, connected banking experiences for a valued set of clients.