Mass Affluent Premier Banker & Relationship Advisor

TD Bank, N.A.; Medford Township (NJ); On-site; USD 34,000 - 52,000; Full time

Job summary

TD Bank, N.A. is seeking a Premier Banker in Medford, NJ to manage a mass affluent client book with a proactive advisory approach. You will serve as the primary contact, deepen relationships, and coordinate with specialists to meet financial needs, delivering TD's connected, convenient banking experience.

The role emphasizes relationship growth, compliance, and collaboration with Wealth, Commercial, and Lending teams, while maintaining active NMLS status and regulatory adherence.

Qualifications

• HS Diploma or GED is required.
• Bachelor's degree or equivalent experience preferred.
• 2+ years financial / banking experience.
• SIE exam completed strongly preferred.
• Life & Health license preferred.
• Active registration with NMLS upon hire.
• Consultative sales experience required.

Responsibilities

• Delivers the Premier program to eligible Clients.
• Educates clients on products and services.
• Establishes and nurtures client relationships through proactive outreach.
• Coordinates with internal partners for referrals and joint opportunities.
• Ensures compliance with TD Bank policies and regulatory requirements.
• Meets individual store performance metrics.

Skills

Consultative sales

Relationship building

Client outreach

Mass affluent experience

Financial services

Education

HS Diploma or GED

Bachelor's degree

SIE certification preferred

Active NMLS registration

Life & Health license preferred

Job description

TD Bank, N.A. is seeking a Premier Banker in Medford, NJ to manage a mass affluent client book with a proactive advisory approach. You will serve as the primary contact, deepen relationships, and coordinate with specialists to meet financial needs, delivering TD's connected, convenient banking experience.

The role emphasizes relationship growth, compliance, and collaboration with Wealth, Commercial, and Lending teams, while maintaining active NMLS status and regulatory adherence.