Mass Affluent Premier Banker - Personal Banking Expert

TD Bank Group (TD); Peabody (MA); On-site; USD 26,000 - 48,000; Full time

Benefits offered by this job

Growth opportunities

Skill development

Job summary

TD Bank Group (TD) is seeking a Premier Banker in Peabody, Massachusetts. This role involves managing a complex client portfolio of mass affluent clients by maintaining strong relationships, providing personalized service, and coordinating with specialists for various banking needs.

The ideal candidate should possess a strong background in banking, consultative sales, and client relationship management. A high school diploma or GED is required, while a bachelor's degree is preferred. The position aims to deliver exceptional service and deepen client connections.

Qualifications

• 2+ years of financial / banking experience required.
• Successful completion of the Securities Industry Essentials Exam (SIE) is strongly preferred.
• Experience with mass affluent and high net worth clients essential.

Responsibilities

• Manage client relationships for a complex portfolio of mass affluent clients.
• Deliver excellent customer service and understand client banking needs.
• Coordinate with internal teams to provide comprehensive financial solutions.

Skills

Client relationship management

Consultative sales

Banking and credit products knowledge

Financial analysis

Education

High School Diploma or GED

Bachelor’s degree or equivalent experience

Tools

NMLS registration

Job description

TD Bank Group (TD) is seeking a Premier Banker in Peabody, Massachusetts. This role involves managing a complex client portfolio of mass affluent clients by maintaining strong relationships, providing personalized service, and coordinating with specialists for various banking needs.

The ideal candidate should possess a strong background in banking, consultative sales, and client relationship management. A high school diploma or GED is required, while a bachelor's degree is preferred. The position aims to deliver exceptional service and deepen client connections.