Mass Affluent Premier Banker & Relationship Advisor

TD Bank; East Meadow (NY); On-site; USD 38,572 - 57,859; Full time

Job summary

The Premier Banker role at TD Bank is based in East Meadow, NY, and focuses on servicing a complex mass affluent client portfolio. You will grow and deepen relationships by providing education, advice, and coordinated referrals to Wealth and Lending partners.

Responsibilities include proactive client outreach, needs-based conversations, and guiding clients through loan and banking solutions while maintaining regulatory and policy compliance.

Qualifications

• HS Diploma or GED required.
• Bachelor's degree preferred or equivalent experience.
• 2+ years financial/banking experience.
• Successful completion of SIE exam strongly preferred.
• Life & Health license preferred.

Responsibilities

• Serve as primary contact for a mass affluent client portfolio.
• Grow, deepen, and retain client relationships with an advisory approach.
• Outreach via phone, email, and appointments to review financial needs.
• Coordinate with Wealth, Commercial, and Lending partners to deliver solutions.
• Ensure compliance with TD Bank policies and regulatory requirements.

Skills

Mass affluent banking

Relationship management

Prospecting and outreach

Needs-based financial advice

Compliance knowledge

Education

HS Diploma or GED

Bachelor's degree preferred

Tools

NMLS registration

CRM software

SIE exam preferred

Job description

The Premier Banker role at TD Bank is based in East Meadow, NY, and focuses on servicing a complex mass affluent client portfolio. You will grow and deepen relationships by providing education, advice, and coordinated referrals to Wealth and Lending partners.

Responsibilities include proactive client outreach, needs-based conversations, and guiding clients through loan and banking solutions while maintaining regulatory and policy compliance.