Mass Affluent Premier Banker On-Site Client Advisor

TD Bank; Media (Delaware County); On-site; USD 35,473 - 53,037; Full time

Benefits offered by this job

Comprehensive benefits package

Career development programs

Flexible paid time off

Job summary

TD Bank is seeking a Premier Banker in Media, Pennsylvania to manage affluent client relationships and provide excellent banking services. This role involves proactive client outreach, understanding clients' financial needs, and ensuring compliance with all regulations.

The ideal candidate will have a bachelor's degree, 2+ years of banking experience, and excellent consultative sales skills. TD Bank offers competitive pay between $25.75 and $38.50 per hour along with a comprehensive rewards package.

Qualifications

• 2+ years financial or banking experience required.
• Successful completion of the Securities Industry Essentials Exam (SIE) preferred.
• Understanding of retail and small business banking.

Responsibilities

• Manage mass affluent clients' banking relationships.
• Engage in needs-based conversations with clients.
• Ensure compliance with banking requirements.

Skills

Client relationship management

Banking and credit product knowledge

Consultative sales experience

Communication skills

Education

Bachelor's degree or equivalent experience

High School Diploma or GED

Job description

TD Bank is seeking a Premier Banker in Media, Pennsylvania to manage affluent client relationships and provide excellent banking services. This role involves proactive client outreach, understanding clients' financial needs, and ensuring compliance with all regulations.

The ideal candidate will have a bachelor's degree, 2+ years of banking experience, and excellent consultative sales skills. TD Bank offers competitive pay between $25.75 and $38.50 per hour along with a comprehensive rewards package.